Navigating Due Diligence
You’re invited to join us for an insightful lunch meeting featuring a presentation by a seasoned CPA on the critical topic of due diligence in business transactions. This engaging session will cover essential aspects of the due diligence process, including the document requests that ensure transparency, such as tax returns, financial statements, and general ledger reviews. The CPA will also dive into key considerations surrounding stock purchase vs. asset purchase transactions, helping you understand the implications for your clients. Learn about the typical timeline for due diligence, including when the process starts and how long it usually takes. The presentation will outline the different categories of buyers and their specific concerns, along with real-life examples of common issues encountered during due diligence. Bring your questions and join us for this opportunity to sharpen your knowledge and better serve your clients! Don’t miss out—reserve your spot today!
Speaker- David MacMillan
David began his career as an Assistant CFO, where they successfully implemented Great Plains Dynamics in the accounting department at Horizon West Headquarters in Rocklin. After two years, he transitioned back to self-employment by founding Accountants Outsource, Inc. in Sacramento—a bookkeeping and tax preparation business. During this period, David also taught evening classes in Finance and Statistics at MTI Business School in Sacramento and became a qualified Enrolled Agent (E.A.) in 2011. David went on to establish Q3 Business Services, Inc., which currently provides income tax, business valuation, and due diligence services.
Pete's Restaurant and Brewhouse, Roseville - 11:30am, December 11, 2024
Attendees pay for their lunch.
ROSEVILLE, CA
United States
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Chapter Meeting
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