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Free cpe webinars
Crossing the Finish Line: Financing Your Merger & Acquisition

CROSSING THE FINISH LINE: FINANCING YOUR MERGER & ACQUISITION

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 31, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

The content covered in this workshop is specifically for CPA partners or firms looking to expand and grow through mergers or acquisitions. Growing your practice is arguably one of the most exciting and time-consuming endeavors you will face as a business owner. As you plan to grow through mergers and acquisitions, it’s imperative to be prepared with the tools and knowledge to make this process as smooth as possible. In this session, we cover the process of financing and strategy from start to finish. 

Learning Objectives: 


  • Determine things to consider for your acquisition strategy 

  • Identify how to finance your acquisition 

  • Summarize what lenders look for when making a loan

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sia Kal

FY USA LLC
Managing Partner
[email protected]
(604) 694-1888

Fyusa

Sia has spent most of his career developing business improvement methodologies for Accounting and Law firms. He has created compelling professional courses and workshops accredited for CPE and seminars attended by hundreds of firms worldwide.

Sia has enabled hundreds of partners and their teams to resolve issues that impeded their ability to achieve success beyond expectations. Sia’s passion is to instill morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit’ and teaching others to do the same.

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Meryl is the Founder & Managing Partner of PERA Growth Hub, a financial services and consulting firm. She started PERA to fill the gap between the flow of capital and resources to entrepreneurs, business owners, and founders that need it most. At PERA, Meryl helps clients secure the appropriate debt or equity financing options, working with lenders on the entire spectrum and clients of all sizes from start-ups to public companies. 

Meryl is passionate about finance and start-up success, currently lending her time as a Committee Member, and volunteer to various organizations within the community. She is also a Mentor at the entrepreneurship@UBC program at the University of British Columbia. Meryl earned her MBA with a major in Accounting from Syracuse University in New York and was named one of the Top Female Founders to Watch in 2022.
 

About Our Presenter

Fyusa
FY USA is part of FY International, an international network of accounting, legal, and consulting firms. Our purpose is to elevate the accounting industry by improving the standards of business performance in firms that look to make a difference in the lives of their teams, their clients, and their communities. We are CPAs and business development experts building a community of like-minded professionals. Collectively, we share decades of experience in our craft that extends across industries and borders. Therefore, we have created the industry’s first joint venture partnership program designed exclusively for elevating accounting firms that show potential for growth.