AcctoFi’s M&A Advisory Certificate program builds on TXCPA’s trusted legacy in professional education, delivering modern training for today’s deal environment. Explore the questions below to learn how this program develops practical, cross-disciplinary expertise and a nationally relevant credential.

How is this program different from traditional CPE/CLE or M&A seminars?

Most M&A training programs focus on either legal or financial concepts — not both. This certification bridges the gap.

Developed by a cross-disciplinary faculty of attorneys, CPAs, academics and deal practitioners, this program delivers:

• Practical deal execution skills, not just theory

• Cross-disciplinary learning — finance, legal, tax, governance, risk

• Structured curriculum + psychometrically developed exam

• Hands-on case studies and modeling

• Collaborative learning across professions

Instead of passive instruction, participants develop deal-ready capabilities and leave equipped to confidently advise in complex M&A environments.

Why was this program created?

The M&A advisory environment is evolving rapidly. Business owners and corporate leaders increasingly expect sophisticated strategic guidance — not just technical support.

This program was developed to:

• Address the growing demand for trusted deal advisors

• Prepare CPAs, attorneys and advisors to work seamlessly across disciplines

• Elevate professional standards in private business transactions

• Strengthen the talent pipeline for middle-market M&A

• Support Texas’s rising influence in national transactions — while maintaining national applicability

It combines TXCPA’s trusted education legacy with modern, market-driven advisory education through AcctoFi.

Is this program applicable outside of Texas?

Yes. While Texas is a major hub for private-company M&A and a leading jurisdiction for business law, the curriculum is nationally applicable.

• The certificate represents measurable competency — not geography

• Skills apply to deals across jurisdictions and industries

• Faculty and content span national best practices

• CLE/CPE pathways support national practitioners

This program prepares advisors to operate confidently across U.S. markets.

How advanced is the material? Is prior M&A experience required?

Prior M&A experience is not required — but a professional foundation is expected.

Ideal participants include:

• CPAs and finance leaders

• Attorneys in business, corporate, tax or transaction work

• Advisors expanding into M&A services

• Executives supporting strategic transactions

Material progresses from foundational concepts to advanced deal structuring and execution. Participants should have a working knowledge of financial or legal fundamentals.

What makes the exam rigorous?

The exam assessment is:

• Psychometrically developed

• Online proctored via Kryterion

• Designed to validate competency, not attendance

• Focused on practical application, not rote memorization

Participants must demonstrate understanding across deal phases — from valuation and diligence to tax structure, legal documents and post-deal considerations.

How will this program help my practice or firm?

Graduates gain the ability to:

• Expand advisory service offerings

• Command higher client value and pricing potential

• Improve deal execution quality and risk management

• Build confidence in cross-disciplinary collaboration

• Serve as a strategic partner to owners, boards and executives

• Strengthen competitive positioning in a shifting M&A marketplace

This program equips professionals to deliver strategic guidance, not just technical work.

What skills will I be able to demonstrate after completion?

Participants will be able to:

• Analyze and value deals using proven financial methods

• Conduct and manage due diligence

• Evaluate tax and legal deal structures

• Review letters of intent and transaction documents

• Identify governance, fiduciary, and risk considerations

• Navigate cybersecurity, data and technology risk

• Understand cross-border, PE, nonprofit and distressed transactions

You will be prepared to operate confidently as a trusted deal advisor.

Is this program relevant if I don’t practice in Texas?

Yes — while Texas examples are used due to its rapidly growing deal environment, the curriculum is designed for national applicability.

Core M&A fundamentals remain consistent across jurisdictions, including valuation, deal structures, diligence, risk and integration.

Why is the certificate valid for just two years?

M&A environments evolve quickly. To protect the credibility and integrity of the certificate, two-year validity ensures:

• Continuing competency

• Updated knowledge of legal and tax changes

• Ongoing ethical and advisory standards

An updated certificate option will provide streamlined update training.

Will there be a cohort community or networking benefit?

Yes. The program is designed to create a cross-disciplinary professional cohort. Participants will benefit from:

• Peer-to-peer learning

• Faculty engagement and expert access

• Professional networking across industries

• Ongoing community opportunities post-program

Advisory success is built on relationships — this program helps strengthen them.

Are firm or group registrations available?

Yes. Firms and organizations interested in enrolling multiple professionals can request group pricing and partnership opportunities.

Contact AcctoFi for details.

Location for in-person kickoff:
January 15-16

Dallas Petroleum Club

Directions:

DFW: https://maps.app.goo.gl/8SH7nn79gTCLUFFF7

Dallas Love Field: https://maps.app.goo.gl/quG1JEFsB9XEznh97

Nearby Dining:

Haywire

STK Steakhouse

Mi Cocina

The Henry

Yardbird Table & Bar

Local Attractions:

Klyde Warren Park

Perot Museum of Nature and Science

Dallas Symphony Orchestra at Meyerson Symphony Center

Dallas Museum of Art