GTA Accountants & Finance Network

M&A Payment Structures & The Role of Accountants & Financial/Tax Advisors in M&A Transactions

This presentation provides an overview of the payment structures typically seen in mergers and acquisition transactions, including the various forms of payment, current trends and adjustment mechanisms.

Drafting and Negotiating Letters of Intent

Explore the essentials of Letters of Intent (LOIs) – their purpose, key considerations from buyer and seller perspectives, and strategies for drafting and negotiating binding and non-binding terms. Gain practical insights through a case study.

Latest Trends in US/Canada Cross-Border Deals

This presentation will cover updates on deal trends, hot legal issues on the US side of the border, tax structuring efficiency, and latest other key non-legal issues impacting deals.

New Legislation for Business Successions: Employee Ownership Trusts

76% of all Canadian SMBs are going to change hands in the next decade. When business owners sell the company to their employees using Canada's new Employee Ownership Trust legislation, they can save up to $3.3 m through a capital gains exemption.

Post-Closing Disputes on the Sale of a Business and How to Avoid Them

This session will cover: typical post-closing adjustments, tax indemnities, structure for post-closing adjustments and tax indemnities, format and forum for dispute resolution provisions and due diligence.

Transitioning Accounting & Tax Practices: Succession Planning, Buying and Selling