Key items in each stage of bank M&A activity

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Significant merger and acquisition (M&A) activity is happening throughout the banking sector. Buyers of community banks seek to align growth goals and discover potential issues early in the evaluation process. Sellers work to attract buyers and maximize value. The resulting financial institution must proactively manage myriad accounting, tax, and regulatory compliance requirements to achieve all the expected benefits.

Within all of the M&A-related activities, executives must focus on key financial, tax and regulatory compliance items. These occur in three primary stages: 1) Readiness, 2) Structuring and getting the deal done and 3) Ongoing compliance and post-transaction.

Attend this Baker Tilly webinar for insights on the financial and regulatory compliance areas most important in each stage of bank M&A activity.

Key learning objectives

  • The reasons behind increased M&A activity in banking
  • The most important financial, tax and regulatory compliance items within each stage of M&A activity
  • Why these items are critical in a successful merger or acquisition

Who should attend

  • Financial institution executives, finance professionals, and board members

Baker Tilly presenters

Timothy Kosiek, CPA
Mary Miske, CPA
Jim Jarrett, CPA




Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

CPE credit: one (1) hour total credit
Field of study: TBD
CPE host: Michol Banes

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