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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
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 Related seminars and products: 8

CPA, CSP, CGMA, MBA, President

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.


Wed, May 27, 2020 - 10:00a to 02:00p PDT
Wed, Jun 17, 2020 - 06:00a to 10:00a PDT
Sat, Jun 27, 2020 - 10:00a to 02:00p PDT
Fri, Jul 17, 2020 - 06:00a to 10:00a PDT
Mon, Jul 27, 2020 - 10:00a to 02:00p PDT
Mon, Aug 17, 2020 - 06:00a to 10:00a PDT
Thu, Aug 27, 2020 - 10:00a to 02:00p PDT
Thu, Sep 17, 2020 - 06:00a to 10:00a PDT
Sat, Sep 26, 2020 - 10:00a to 02:00p PDT
Sat, Oct 24, 2020 - 06:00a to 10:00a PDT
Tue, Oct 27, 2020 - 10:00a to 02:00p PDT
Tue, Nov 17, 2020 - 06:00a to 10:00a PST
Sat, Nov 21, 2020 - 10:00a to 02:00p PST
Thu, Dec 17, 2020 - 06:00a to 10:00a PST
Mon, Dec 28, 2020 - 10:00a to 02:00p PST

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: 70


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."

Michelle P

"One of the best webinars I have attended in my 25 plus years as a CPA. EXCELLENT materials-practical and thorough. "

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