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Navigating Transaction Phases: Strategies for Accounting Success

BDO Free CPE Webinars

September 11, 2025 @ 1:00 pm 2:00 pm EDT

Free 1 CPE credit

Join us for an insightful webinar where we delve into the critical phases of transactions to help ensure successful acquisitions. This comprehensive session will cover the essential steps before, during, and after an acquisition, providing you with the knowledge and strategies needed to navigate each phase effectively. Don’t miss this opportunity to enhance your understanding of transaction phases and acquire valuable insights from industry professionals. Register now to secure your spot and learn about understanding acquisitions for long-term success.

Learning Objectives

  • Recognize the importance of effective management and lessons learned from various transactions to help achieve long-term success
  • Apply leveraged resources to support transaction needs
  • Demonstrate knowledge of key activities such as initial assessment, data room preparation, and collaboration with diligence teams
  • Describe transaction preparedness, operational integration, data management, and strategic projects
  • Define steps for successful integration, collaboration with operational excellence teams, and performance monitoring
  • Review insights and strategies from professionals to help ensure successful transactions during and after acquisition

CPE Information

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact [email protected].

BDO USA, P.C. 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

New York, NY 10001 United States
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