Mergers & Acquisitions Advisory Certificate


 

 

Advance Your M&A Advisory Expertise
For CPAs, Attorneys & Financial Leaders

5-Day Cohort Program • Jan 15 – Feb 5, 2026

In-Person Kickoff + Virtual Sessions
Limited Seats

 

Lead Complex Deals With Confidence. Increase Your Earning Power. Stand Out in a Competitive Market.

Mergers and acquisitions is one of the most lucrative and influential areas in finance and law. Yet few professionals receive truly integrated legal + financial training in deal execution.

The AcctoFi M&A Advisory Certificate gives CPAs and attorneys the skills, frameworks and collaborative mindset required to guide clients through high-stakes transactions — from valuation to negotiation to closing.

This 5-day, cohort-based program starts January 15, 2026, with two in-person days in Dallas, followed by three live virtual sessions through February 5, 2026.

Build capabilities that command premium advisory fees, strengthen client trust and open the door to strategic leadership opportunities.

 

Program Takeaways:

  • Develop advanced M&A advisory skills

  • Understand BOTH legal and financial deal dimensions

  • Earn CLE & CPE credits

  • Become a go-to advisor for transformative business transactions

  • Gain national-level digital credentialing


Build Advanced M&A Advisory Capability
Real-world deal training for CPAs, attorneys & finance leaders.

Register Now

Reserve your spot now — space is limited and designed for a high-engagement cohort experience.

Program Dates

  • Jan 15–16, 2026: In-person | Dallas Petroleum Club, Dallas, TX

  • Jan 22, 29 & Feb 5, 2026: Live virtual sessions

Note: Recordings of missed sessions will be temporarily available to enrolled participants to support full program completion.

 

 


Featured Instructors

Full Speaker Lineup