GTA Accountants & Finance Network

A CPA's Role in the Evolving Family Office Landscape

This webinar will provide an overview of what a family office is, types of family offices that exist, and the current family office landscape in Canada and globally.

Preparing Businesses for Sale - Accounting & Financial Readiness

This course will cover: cleaning up financials before a sale, improving financial reporting & controls, proactively addressing tax/accounting concerns which may impact deal value and creating financial narratives for potential buyers.

Risk Management in Purchase Agreements

This presentation will offer practical guidance on risk management tools commonly found in purchase agreements. We’ll cover key topics - such as purchase price adjustments, earn-outs, deferred payment mechanisms and indemnities.

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

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.