In the Merger Mix: GAAP and Tax Strategies for Seamless Integration

Description

Explore GAAP and tax considerations in the context of mergers and acquisitions; including accounting and tax strategies that foster seamless integration, ensure compliance, optimize financial reporting, and maximize the benefits of the combined entities. Patronage considerations pre and post-merger will also be discussed. Learning Objectives: • Understand why cooperatives merge and what are the steps in the merger process including what should be considered at each step. • Discuss why due diligence is important and the considerations around it. • Understand the book and tax considerations in a merger