This session will feature David Dinolfo, Partner at The Bonadio Group, and Alec Marotto, Partner at Tronconi Segarra & Associates. The presenters will offer a clear, practical understanding of how valuation principles and transaction advisory strategies may apply throughout the loan and credit approval process. The session will also provide a roadmap for navigating mergers, acquisitions, divestitures, and restructuring transactions. Participants will learn how a CPA approaches due diligence, regulatory considerations, and post-transaction integration to help stakeholders make informed decisions that enhance shareholder value.
For event details and to register, click More Information below.