M&A Advisory Certificate from AcctoFi

AcctoFi's M&A Advisory Certificate is a cohort-based learning experience designed for CPAs, attorneys and finance leaders who want to broaden their advisory capability and strengthen their impact in transaction-related engagements.

This program blends high-level instruction with real-world case application, interdisciplinary perspectives and direct interaction with experienced deal practitioners. Participants will gain strategic frameworks and practical tools they can apply immediately in their role — without needing to overhaul the work they currently do.

Who This Program Is For

Designed for rising and established deal professionals, including:

CPAs and finance leaders on the CFO track
Attorneys in business, corporate, or tax law
Transaction advisory, valuation, and due-diligence specialists
Solo practitioners expanding into advisory
Executives and consultants supporting M&A activity

If you advise business owners or corporate clients and want to confidently operate in M&A environments, this program is for you.

What You’ll Learn

Develop practical, deal-ready capabilities in:

Deal valuation & financial modeling
Due diligence & acquisition accounting
Tax structures & entity planning
Letters of intent, deal documents & governance
Cross-border, distressed & private equity transactions
IT, cybersecurity & data-privacy considerations
Post-deal risk, dispute resolution & integration

Gain the knowledge to navigate complex transactions — and collaborate seamlessly across legal and financial teams.

Built by AcctoFi — Backed by TXCPA’s Legacy of Trust

AcctoFi is the new learning brand powered by TXCPA’s long-standing commitment to advancing the accounting and finance profession. We deliver modern, cross-disciplinary training that prepares professionals to lead in today’s dynamic deal and advisory landscape.

Become a TXCPA Member

Join TXCPA today and be part of a powerful network advancing the accounting and finance profession in Texas.

Member Benefits