M&A Integrations: Successful Planning and Execution - American Institute of CPAs
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Most acquisitions fail to achieve their potential economic value because of ineffective and unsustainable integrations. No M&A integration can succeed without addressing foundational systems and processes. Key areas of discussion in this session that will enable to improve M&A integrations include the following:
· Timing of the integration planning and execution
· Consideration of similarities and differences between the organization and business being acquired to identify areas or capabilities which may not be integrated
· Communication and execution, including financial reporting post-closing
Although one size does not fit all situations, leaving a business as a stand-alone is not an integration.
Learning Objectives:
Identify & understand the importance of planning for a successful acquisition and integration
Analyze areas and issues that may arise if not initially addressed
Speaker(s):
Ted
E. Delgado,
CPA, CGMA, MBA, CMA, CFM,
Grocery VP, Finance & Controller,
McLane Company