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Live Webcast Replay

A CPAs Guide to Due Diligence

Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
4 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


A CFO or Controller never knows when they will be thrown into the M&A process. This course will make the Due Diligence component of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide a brief overview of the M&A process. Focus will then be placed on understanding and conducting the due diligence that is required. Whether your organization is acquiring or being acquired, you will learn practical techniques to conduct Due Diligence.

Basic Course Information

Learning Objectives
  • Understand the M&A process from start to finish.
  • Learn the purposes of the Due Diligence process.
  • Learn to identify areas or items that impact the organization value.
  • Understand Due Diligence well enough so that you could lead a due diligence team.

Major Subjects
  • Due Diligence

Course Materials


James T. Lindell, CPA, CSP, CGMA, MBA Related seminars and products: 25


Thorsten Consulting Group, Inc.

James (Jimmy) T. Lindell is President of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Corporate Controller and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms. He is a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee).  He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of the National Speakers Association.

Jim is the author of the AICPA book Controller as Business Manager, and author of the AICPA courses: AICPA’s Annual Update for Controllers, Analytics and Big Data for Accountants, Strategic Planning: A Simplified and Workable Approach for Private Companies, and AICPA's Controllership: 25 Critical Lessons from the Trenches. Jim also authored and was part of the AICPA video and course, Minimizing the Effects of a Recession on Your Business. He is a contributing author of the AICPA course The Fast Close, Soft Close, Virtual Close? Now Days, Not Weeks.

Jim is a seven-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and still plays “old boys” rugby.


Mon, Feb 08, 2021 - 03:00pm to 06:44pm CST
Wed, Feb 17, 2021 - 10:00am to 01:44pm CST
Thu, Mar 11, 2021 - 11:00am to 02:44pm CST
Mon, Mar 22, 2021 - 09:00am to 12:44pm CDT
Tue, Apr 06, 2021 - 06:00pm to 09:44pm CDT
Tue, Apr 27, 2021 - 09:00am to 12:44pm CDT
Mon, May 03, 2021 - 10:00am to 01:44pm CDT
Fri, May 21, 2021 - 03:00pm to 06:44pm CDT
Thu, Jun 03, 2021 - 11:00am to 02:44pm CDT
Mon, Jun 21, 2021 - 10:00am to 01:44pm CDT
Mon, Jul 12, 2021 - 09:00am to 12:44pm CDT
Wed, Jul 21, 2021 - 11:00am to 02:44pm CDT
Fri, Aug 20, 2021 - 01:00pm to 04:44pm CDT
Tue, Aug 24, 2021 - 03:00pm to 06:44pm CDT
Wed, Sep 08, 2021 - 10:00am to 01:44pm CDT
Thu, Sep 23, 2021 - 06:00pm to 09:44pm CDT
Fri, Oct 01, 2021 - 09:00am to 12:44pm CDT
Mon, Oct 18, 2021 - 11:00am to 02:44pm CDT
Mon, Nov 01, 2021 - 01:00pm to 04:44pm CDT
Tue, Nov 30, 2021 - 10:00am to 01:44pm CST
Fri, Dec 03, 2021 - 03:00pm to 06:44pm CST
Tue, Dec 21, 2021 - 09:00am to 12:44pm CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs in public practice & industry
Original Recording Date 02/08/2018
Yellow Book No
Course Developer James T. Lindell
Date Added to Catalog 02/03/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. 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:
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.5

Total Reviews: 130


Matt P

"Thank you"

Lisa M - Honolulu, Hawaii

"This was very informative with great info. Speaker is engaging and very knowledgeable. "

Timothy M. J - Kalispell, Montana

" "

Daniel S

" "

Suzanne F

"Enjoyed the thoroughness and examples throughout. Thanks for a most helpful class. "

Carson C

"Great as is!"

Kathy T

"I received relevant value from this course for current happenings in my organization. Good course."

Rosemary C

" "

Lawrence S - Woodbridge, Virginia

"Very good course"

Rose B

"Excellent course. Moved at a very good pace."

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