You are Invited
to
The CFO and Controller's
Roundtable
REMINDER
This Friday - March 29, 2019
8:00 to 9:30 am
March 29, 2019
Sharing 7 Buy-side Merger & Acquisition Pitfalls to Avoid
Presented By
John (Jack) Allgood, CPA-retired, CGMA
Depending on the nature of the transaction and the related complexity, management and owners generally underestimate the steps and sequence that need to happen when structuring a merger or acquisition.

This session will cover:
  • Not understanding and appreciating the importance of the process and sequence of events
  • Entering into a transaction with the wrong target (Pre-LOI Analysis)
  • Entering into an LOI without appropriate management planning and advice from independent experts
  • Not performing a complete DD of the target
  • Not analyzing (or an inadequate study of) the quality of earnings (“Q of E”)
  • Incorrect assumptions and miscalculations related to the income tax ramifications
  • Not planning appropriately and completely for entity, operational and management integration
 Location
Colorado Society
of CPAs
7887 E Belleview Ave #200,
Englewood, CO 80111

Continental Breakfast
8:00 am - 8:30 am

Program 
8:30 am - 9:30 am 

Register online or contact:  
Terry Cervi
303-741-8610
Reserve your space,
RSVP today!
Angela Roberts
CPA, Chair CFO Roundtable
Aclivity  
Professional Recruiting & Staffing
Our Featured Speaker:
Effective at December 31, 2017, Jack retired from public accounting and as tax partner from the Denver office of Anton Collins Mitchell LLP ("ACM"), a full service public accounting firm of 33 partners/directors and over 170+ employees. ACM is a client focused, results driven firm that emphasizes a Life+Work integration for all of its people. ACM has offices in Denver, Boulder, Northern Colorado and Laramie, Wyoming.

Jack has over 30 years of experience in the practice of public accounting, including an international C-corporation focus. He joined Anton Collins Mitchell in January 2007 after serving for about 5 years as a professional director on corporate boards and as the CFO/COO of a group of marketing and advertising/sales companies. Previously, was the shareholder in charge of tax services at the CPA firm of Levine Hughes & Mithuen (about 13 years) and prior to that was the founder and managing shareholder of Allgood & Company (about 13 years). Jack's current focus as managing member of Allgood LLC is to share his knowledge and experiences by serving as a professional, independent director on corporate boards.

Jack takes an active role in the organizations that shape the accounting industry. For the Colorado Society of Certified Public Accountants (COCPA), he has served as chairman of the Continuing Professional Education Board, chairman of the Continuing Professional Education Curriculum Committee, a member of the Board of Directors and on various other committees. He currently serves on the Editorial Board.

Specialties: Expertise included international corporate tax planning, tax provision (accounting for income taxes - ASC 740-10) services, mergers & acquisitions, entity formation & dissolution, and management consulting.
John W. (Jack) Allgood, CPA-Retired, CGMA
Managing Member, Allgood LLC
CFO and Controllers Roundtable for 2019!
 
We meet in the Denver Tech Center, at the offices of the Colorado Society of CPAs. Following a continental breakfast, which allows time to network with other finance and accounting managers and executives, we move on to a roundtable presentation and discussion. Come and share knowledge on current trends, best practices, leadership, and experiences that will help us grow as a community! 

"I appreciate you making this such a great forum for reaching out to your colleagues and sharing your experiences. If you have a topic you would like to cover, or need a connection to others facing challenges similar to yours, please contact me."         
                         - Angela Roberts

REMINDER
Please join us
This Friday, March 29nd at 8:00 am