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Mergers & Acquisitions: Tips and Speed Bumps to Avoid


Total Credits: 2 including 2 Business Management & Organization - Non-technical

Average Rating:
   0
Categories:
ACPEN Industry Institute |  Practice Management
Faculty:
Richard A. Karwic, MBA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results.

Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.

Basic Course Information

Learning Objectives
  • Identifying the key considerations when exploring mergers as a tactic to achieve strategic objectives
  • Understanding some of the key issues to consider when utilizing mergers

Major Subjects
  • Making strategic acquisitions
  • Identifying potential acquisition candidates
  • Alternatives to M&A
  • Identifying and understanding organizational culture
  • Understanding the keys to effective and efficient due diligence
  • Planning and executing an effective integration
  • Key considerations

Course Materials

Faculty

Richard A. Karwic, MBA's Profile

Richard A. Karwic, MBA Related Seminars and Products


Richard A. Karwic, MBA, has served as a management consultant for the most recent 10 years, after serving for 15 years as Chief Financial Officer for several diverse businesses in a wide variety of industries. Mr. Karwic also served as Vice President of Mergers & Acquisitions for a mid-cap investment banking firm. Richard has worked in over 100 businesses, including divisions of Fortune 1,000 companies such as Stanley – Black & Decker, Parker Hannifin, Pfizer, and Linatex Corporation of America, where he also served on the Board of Directors.  Mr. Karwic has been leading seminars since 1999 and has lectured at Western New England College.  Richard’s business practice is based in Wethersfield, CT. 

 


Dates

Mon, May 26, 2025 - 9:00 AM to 11:00 AM PDT
Mon, Jun 02, 2025 - 11:00 AM to 1:00 PM PDT
Sat, Jun 07, 2025 - 7:00 AM to 9:00 AM PDT
Thu, Jun 12, 2025 - 1:00 PM to 3:00 PM PDT
Wed, Jun 25, 2025 - 7:00 AM to 9:00 AM PDT
Sat, Jul 05, 2025 - 7:00 AM to 9:00 AM PDT
Thu, Jul 17, 2025 - 9:00 AM to 11:00 AM PDT
Mon, Aug 04, 2025 - 11:00 AM to 1:00 PM PDT
Fri, Aug 15, 2025 - 1:00 PM to 3:00 PM PDT
Tue, Sep 09, 2025 - 4:00 PM to 6:00 PM PDT
Mon, Sep 22, 2025 - 9:00 AM to 11:00 AM PDT
Wed, Oct 01, 2025 - 11:00 AM to 1:00 PM PDT
Thu, Oct 16, 2025 - 1:00 PM to 3:00 PM PDT
Tue, Nov 04, 2025 - 7:00 AM to 9:00 AM PST
Thu, Nov 13, 2025 - 4:00 PM to 6:00 PM PST
Tue, Dec 09, 2025 - 11:00 AM to 1:00 PM PST
Mon, Dec 22, 2025 - 1:00 PM to 3:00 PM PST
Fri, Jan 02, 2026 - 7:00 AM to 9:00 AM PST
Tue, Jan 13, 2026 - 9:00 AM to 11:00 AM PST
Fri, Feb 06, 2026 - 11:00 AM to 1:00 PM PST
Mon, Feb 16, 2026 - 1:00 PM to 3:00 PM PST
Mon, Mar 02, 2026 - 7:00 AM to 9:00 AM PST
Thu, Mar 19, 2026 - 9:00 AM to 11:00 AM PDT
Mon, Apr 06, 2026 - 11:00 AM to 1:00 PM PDT
Tue, Apr 28, 2026 - 4:00 PM to 6:00 PM PDT
Thu, May 07, 2026 - 7:00 AM to 9:00 AM PDT
Wed, May 27, 2026 - 9:00 AM to 11:00 AM PDT
Sat, Jun 13, 2026 - 11:00 AM to 1:00 PM PDT
Fri, Jun 26, 2026 - 1:00 PM to 3:00 PM PDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Financial professionals
Original Recording Date 02/2024
Course Developer The Knowledge Institute, LLC
Date Added to Catalog 10/2023
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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