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A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits. New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated. Could we have better anticipated this?

In this course, I’ll:

  • Explore some of the key financial considerations when opening a new location.
  • Describe how to project common revenue and expense items for a new location.
  • Explain how to build a net contribution and cash flow forecast.
  • Illustrate analysis methods like breakeven analysis and scenario analysis
  • Demonstrate scenario analysis and sensitivity analysis with Excel’s Goal Seek, Scenario Manager, and Data Table functions
  • Define common metrics like NPV, IRR, and Time to Breakeven. I’ll show multiple ways to analyze this in Excel. For Excel gurus, you can do this yourself. For others, this gives you an idea of what an accountant, analyst, or consultant can do for you.
  • Reveal common decision mistakes people make when analyzing new locations and how to avoid these mistakes.

This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. Some things I don’t cover or don’t cover in detail in this course:

  • Merger and Acquisition (M&A) Analysis
  • Analyzing where to locate the store or new location
  • Detailed financial accounting entries and financial statement disclosure
  • Tax considerations and treatment. I will briefly mention some relevant tax items like cost segregation studies.
Analyzing Whether to Add New Locations - Capital Budgeting (4 Hrs)
A/B
Suggested Courses

A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits. New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated. Could we have better anticipated this?

In this course, I’ll:

  • Explore some of the key financial considerations when opening a new location.
  • Describe how to project common revenue and expense items for a new location.
  • Explain how to build a net contribution and cash flow forecast.
  • Illustrate analysis methods like breakeven analysis and scenario analysis
  • Demonstrate scenario analysis and sensitivity analysis with Excel’s Goal Seek, Scenario Manager, and Data Table functions
  • Define common metrics like NPV, IRR, and Time to Breakeven. I’ll show multiple ways to analyze this in Excel. For Excel gurus, you can do this yourself. For others, this gives you an idea of what an accountant, analyst, or consultant can do for you.
  • Reveal common decision mistakes people make when analyzing new locations and how to avoid these mistakes.

This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. Some things I don’t cover or don’t cover in detail in this course:

  • Merger and Acquisition (M&A) Analysis
  • Analyzing where to locate the store or new location
  • Detailed financial accounting entries and financial statement disclosure
  • Tax considerations and treatment. I will briefly mention some relevant tax items like cost segregation studies.
Analyzing Whether to Add New Locations - Capital Budgeting (4 Hrs)
Recent Searches
No recent searches found.
Similar Courses

A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits. New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated. Could we have better anticipated this?

In this course, I’ll:

  • Explore some of the key financial considerations when opening a new location.
  • Describe how to project common revenue and expense items for a new location.
  • Explain how to build a net contribution and cash flow forecast.
  • Illustrate analysis methods like breakeven analysis and scenario analysis
  • Demonstrate scenario analysis and sensitivity analysis with Excel’s Goal Seek, Scenario Manager, and Data Table functions
  • Define common metrics like NPV, IRR, and Time to Breakeven. I’ll show multiple ways to analyze this in Excel. For Excel gurus, you can do this yourself. For others, this gives you an idea of what an accountant, analyst, or consultant can do for you.
  • Reveal common decision mistakes people make when analyzing new locations and how to avoid these mistakes.

This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. Some things I don’t cover or don’t cover in detail in this course:

  • Merger and Acquisition (M&A) Analysis
  • Analyzing where to locate the store or new location
  • Detailed financial accounting entries and financial statement disclosure
  • Tax considerations and treatment. I will briefly mention some relevant tax items like cost segregation studies.
Analyzing Whether to Add New Locations - Capital Budgeting (4 Hrs)
Suggested Courses

A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits. New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated. Could we have better anticipated this?

In this course, I’ll:

  • Explore some of the key financial considerations when opening a new location.
  • Describe how to project common revenue and expense items for a new location.
  • Explain how to build a net contribution and cash flow forecast.
  • Illustrate analysis methods like breakeven analysis and scenario analysis
  • Demonstrate scenario analysis and sensitivity analysis with Excel’s Goal Seek, Scenario Manager, and Data Table functions
  • Define common metrics like NPV, IRR, and Time to Breakeven. I’ll show multiple ways to analyze this in Excel. For Excel gurus, you can do this yourself. For others, this gives you an idea of what an accountant, analyst, or consultant can do for you.
  • Reveal common decision mistakes people make when analyzing new locations and how to avoid these mistakes.

This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. Some things I don’t cover or don’t cover in detail in this course:

  • Merger and Acquisition (M&A) Analysis
  • Analyzing where to locate the store or new location
  • Detailed financial accounting entries and financial statement disclosure
  • Tax considerations and treatment. I will briefly mention some relevant tax items like cost segregation studies.
Analyzing Whether to Add New Locations - Capital Budgeting (4 Hrs)
Course Details

A Practical Guide to Mergers, Acquisitions, and Divestitures - v13 (Course Id 2176)

QAS / Registry
  Add to Cart 
Author : Jae K. Shim, Ph.D., CPA
Course Length : Pages: 76 ||| Word Count: 33,532 ||| Review Questions: 36 ||| Final Exam Questions: 30
CPE Credits : 6.0
IRS Credits : 0
Price : $53.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Finance - Finance for Course Id 2176

Description :

Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. Thus, M&A can be a valuable tool by which companies can quickly attempt to increase revenue. This mergers and acquisitions online course discusses all facets of M&A and divestitures, such as types, structures, the process, valuation methods, tax implications, essential compliance requirements (e.g. SEC filing, accounting rules), and financial analysis of combinations.

Usage Rank : 70000
Release : 2023
Version : 1.0
Prerequisites : Basic Accounting.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 07-Aug-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 2176

Keywords : Finance, Practical, Guide, Mergers, Acquisitions, Divestitures, v13, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

After studying this chapter, you will be able to:
    1. Identify the characteristics of mergers
    2. Identify the different types of mergers
    3. Recognize the benefits of mergers
    4. Identify antitrust guidelines used by the Justice Department
    5. Recognize Securities and Exchange Commission (SEC) rules regarding mergers
    6. Recognize different defensive measures used by target companies
    7. Identify advantages and disadvantage of different methods of financing a merger
    8. Recognize how different mergers may affect taxation and financial results
    9. Recognize how to account for transactions under the acquisition metho
    10. Identify different approaches and techniques for merger valuation
    11. Identify different types of divestitures and methods used to divest
Course Contents :

Chapter 1:    Mergers and Acquisitions

Key Concepts

Characteristics of Mergers

Types of Mergers

Five-Step Process

Review Questions - Section 1

Factors to Consider

Pros and Cons of a Merger

Types of Takeover Bids

Herfindahl-Hirshman Index

Review Questions – Section 2

The Mergers and Acquisitions Process

Setting Strategy

Identifying Target Companies

Performing Due Diligence Analysis

Determining Bid Prices

Financing the Merger

Review Questions - Section 3

Use of Capital Budgeting

The Impact of a Merger

Defense Strategies Against Takeovers

Other Matters

Acquisition Risks

Tax Implications

Financial Statement Analysis

Emergence of Corporate Development Officers and M&A Teams

Review Questions – Section 4

Target Company Valuation

Overview

Valuation Methods

Comprehensive Illustration: Target Company Valuation - Discounted Cash Flow

Accounting for Business Combinations

General Rules

Definition of a Business

Acquisition Method

Disclosure Requirements

Review Questions – Section 5

Chapter 2:    Divestiture

Key Concepts

Importance of Divestiture

Types of Divestitures

The Divestiture Process

Candidate for Divestiture

Reasons to Divest

Factors to Consider

Human Capital Matters

Review Questions – Section 6

Valuation Methods

Asset Valuation Methods

Sales and Income Factors

Market Based Comparisons

Discounted Cash Flow Analysis

Adjusting for Uncertainty

Comprehensive Illustration: Divestiture Valuation - Discounted Cash Flow

Tax Implications

Cash vs. “Paper”

Installment Sales

Leveraged Buyouts

Other Matters

Accounting for Divestitures

Disclosure Requirements for Discontinued Operations

Other Matters

Subsidiaries Sold to the Public or Spun Off (Carveout Accounting)

Liquidation Process

Review Questions – Section 7

Appendix A: Due Diligence Checklist

Appendix B: Legal Procedure

Appendix C: Acquisition Disclosure

Appendix D: Present Value of $1 Tabe

Appendix E: Present Value of an Annuity of $1 Table

Glossary

Finance CPE Courses: https://www.cpethink.com/finance-cpe-courses
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