Programme Objective
 
Attendees will be taken on a journey through what M&A is about, why it goes about and how it goes about.

This journey will look at the surrounding issues such as the commercial viability, financial, tax and legal aspects including why due diligence is important. This involves the preparation stage, the ongoing stage, and the post-M&A stage as the journey is not over when the M&A deal is concluded.

Attention will also be given to arrangements that can escalate tax exposure and also transfer pricing issues.

On the completion of this course, you will:

• Have a good understanding of the drivers and rationale of M&A projects
• Know the important issues surrounding the M&A process including taxation involving personnel matters
• Be able to identify the key aspects for your company during the whole M&A journey
• Be able to spot the dangers of an M&A deal potentially leading to increased taxation and transfer pricing exposures.

Programme Outline

• Business rationale in M&A deals and different types of deals
• Domestic v Global deals
• What the journey entails
• Safety measures in due diligence, legal, finance and tax
• How BEPS can trip up tax consequences
• Closing up the deals (completion v locked box)
• Tax warranties and tax deeds
• After the deal is done

Training Methodology
Seminar style with case study and case law discussions

Closing Date for Registration
1 week before programme or until full enrolment

Intended For

All Levels

Programme Facilitator(s)