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Mergers & Acquisitions: Tricks, Traps, & Terrors

Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
James T. Lindell
Course Levels:
4 Hours
Access for 30 day(s) after program date.


Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.

Updated on 03/07/2017

Basic Course Information

Learning Objectives *Understand the M&A process from start to finish *Understand the reasons companies pursue M&A as a strategy *Learn to identify and value target candidates for M&A *Learn to prepare a company for potential sale *Understand the proper use of Due Diligence.
Major Subjects *Mergers *Acquisitions

Course Materials


James T. Lindell Related seminars and products: 12

CPA, CSP, CGMA, MBA, President

Thorsten Consulting Group, Inc.

James (Jimmy) T. Lindell is President of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Corporate Controller and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms. He is a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee).  He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of the National Speakers Association.

Jim is the author of the AICPA book Controller as Business Manager, and author of the AICPA courses: AICPA’s Annual Update for Controllers, Analytics and Big Data for Accountants, Strategic Planning: A Simplified and Workable Approach for Private Companies, and AICPA's Controllership: 25 Critical Lessons from the Trenches. Jim also authored and was part of the AICPA video and course, Minimizing the Effects of a Recession on Your Business. He is a contributing author of the AICPA course The Fast Close, Soft Close, Virtual Close? Now Days, Not Weeks.

Jim is a seven-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and still plays “old boys” rugby.


Fri, Oct 25, 2019 - 09:00a to 12:40p EDT
Fri, Nov 08, 2019 - 02:00p to 05:40p EST
Thu, Nov 21, 2019 - 08:00a to 11:40a EST
Wed, Dec 11, 2019 - 10:00a to 01:40p EST
Thu, Dec 26, 2019 - 12:00p to 03:40p EST

Additional Info

Basic Course Information

Advanced Preparation None
Course Developer James T. Lindell
Designed For Certified Public Accountants and professionals in Industry
Original Recording Date 03/07/2017
Prerequisites None
Yellow Book No
Date Added to Catalog 03/03/2017

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Instructional Delivery Method Group Internet Based
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:

Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.6

Total Reviews: 129


John E

"I thought this was a very good course - one of the better online courses I have taken in the past few years"

Vicki K

"One of the best webcasts I have heard- excellent overall. "

Julie R

"Lindell was a great instructors and examples were very helpful!"

Randall T

"Very much appreciated his use of past experiences in conjunction with his presentation."

Brenda P

"Very informative, great webinar"

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