What Every Accounting Professional Should Know About M&A

Go beyond the tax return. Learn the business issues that shape every private company deal.

This email was sent

August 20, 2026 1:55am EDT

Is this your brand on Milled? Claim it.

Matte tone:

View in browser

New CPE Course: Private Company M&A for Accounting and Finance Professionals (PMA2)

Premium Live Webinar

What Accounting Professionals Need to Know About Private Company M&A

When a client buys or sells a private company, they expect their accounting and finance advisors to speak the language of the deal — not just the tax return. This practical session moves past technical deal jargon to focus on the business and financial issues that actually shape purchase price, deal structure, and post-closing outcomes.

Private Company M&A for Accounting and Finance Professionals (PMA2)

2 CPE Live Webinar

August 25 • 2:00 – 4:00 PM ET

Presented by Jason Cornell, Esq.

Learn how issues such as customer concentration, hidden liabilities, working capital, and debt can affect the value of a company and the structure of a transaction — and the role accounting professionals play before, during, and after a business sale.

Topics include:
• M&A deal basics: customer and vendor concentration, hidden liabilities, and off-balance sheet issues that affect sale price
• Purchase agreement terms that move the numbers: working-capital targets, debt-like adjustments, and earnout payments
• Deal protections in practice: representations, warranties, and indemnification from a business perspective
• Post-closing priorities: accounting controls, financial reporting, escrow holdbacks, and buyer-seller disputes

Designed For

Accounting and finance professionals who want a practical, real-world overview of private company M&A issues — whether you're advising a client through a deal or reviewing one from the inside.

Why buy this course individually?

An Unlimited Plus subscription includes this course — and thousands of others — with 12 months of unlimited access to live webinars, on-demand webcasts, and self-study.

Do you have questions?

We're here to help. Email [email protected] or call 1-800-778-7436.

What Every Accounting Professional Should Know About M&A

Go beyond the tax return. Learn the business issues that shape every private company deal.

What Accounting Professionals Need to Know About Private Company M&A

Do you have questions?

Recent emails from Surgent