In this session, M&A Fireside Chat, we will discuss ways in which the CPA/valuation professional is uniquely positioned to serve as a financial advisor during M&A transactions. Tom and Jarrod both came to sell-side advisory through a valuation background and will discuss how valuation education and experience has proved to be invaluable when advising clients on M&A transactions. Tom and Jarrod will also give participants a brief market update on the state of mergers and acquisitions in late 2025, along with what is expected going forward. They will also discuss regulatory rules and the processes around acting as the advisor in a sell-side and working on an success fee basis. Attendees will walk away from the session with a greater appreciation for the opportunities in M&A that are out there for valuation professionals, and how to use their education and experience to assist clients in ways unique to valuation professionals.
This course is part of the 2025 Forensic and Valuation Services Conference Bundle. Purchase the conference bundle here.
2.00 credits