Transactions Structure
OL1572 | On Demand Course | Update | Self-Study
Description
In this session, our panel will delve into the critical elements of structuring business transactions, with a focus on the unique perspective and value that CPAs and valuation professionals bring to the table. Panelists will discuss practical strategies for navigating deal terms, risk allocation, tax considerations, and post-closing arrangements, highlighting how a strong valuation background enhances advisory capabilities throughout the transaction process. Participants will gain actionable insights to help them better advise clients, manage transaction risks, and maximize deal value in today's dynamic market.
This course is part of the 2025 Forensic and Valuation Services Conference Bundle. Purchase the conference bundle here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.50 | Accounting |
Prices
- Member (Early Bird)
- $79.00
- Non-Member (Early Bird)
- $119.00
- Member
- $79.00
- Non-Member
- $119.00
Instructors
Jarrod R. Barraza, CFA, ASA, ABV, CVA
Jarrod serves as a senior manager in HORNE's valuation and transaction advisory group, focusing on the healthcare industry. He is skilled in complex transactions and delivering tailored solutions to meet the needs of his clients such as hospitals, dentists, physician practices, pharmacies, and investor groups.
As an expert in healthcare valuation, Jarrod uses a data-driven approach, incorporating factors such as market trends, reimbursement rates and operational performance to ensure accuracy and reliability.
He also represents business owners, strategic corporate buyers and private equity investors to advise and manage the sale and purchase process for transacting parties. Jarrod brings his valuation background to the M&A process while advise clients on the financial aspects of a transaction.
Jarrod earned a Bachelor of Science in Music and Master of Science in Finance/Risk Management from the University of Colorado at Denver. He is a CFA charterholder, Accredited in Business Valuation, an Accredited Senior Appraiser (Business Valuation) and a Certified Valuation Analyst.
Back to InstructorsMatthew A. Johnson, CPA/ABV
Matt Johnson is a Partner at Seacap Advisors. Matt came to Seacap after serving as Chief Financial Officer for a regional healthcare firm. Prior to his CFO role, Matt worked in banking, performing transaction analysis on acquisition prospects, and working with clients to help them achieve their strategic objectives. Matt holds a Bachelor of Science in Accounting from Christian Brothers University and a Master of Accountancy from the University of Mississippi. He is a Certified Public Accountant in Tennessee and a member of the American Institute of Certified Public Accountants. Additionally, he is Accredited in Business Valuation by the AICPA.
Back to InstructorsTimothy Van Hal, JD
Tim is a partner with Barnes and Thornburg. He is a seasoned, solutions-focused advisor known for navigating complex business transactions with clarity, precision and practicality. Drawing on cross-border experience and deep industry insight and known for his responsiveness, he helps clients - from emerging companies to global investors - achieve their business objectives efficiently and effectively.
Tim delivers practical, responsive counsel to clients facing high-stakes business challenges - whether executing a time-sensitive M&A deal, navigating a cross-border investment or negotiating complex contracts. He regularly advises closely held businesses, private equity-backed portfolio companies, venture capital firms, private equity funds and public companies, with a particular focus on cross-border transactions. Known for his ability to simplify complexity and maintain momentum, Tim helps clients align legal strategies with commercial outcomes.
He draws on experience practicing in both the United States and Germany, where he was part of an international firm’s U.S. Capital Markets team in Frankfurt. Fluent in German, he is especially effective in transactions involving German-speaking markets and players, bridging regulatory and cultural nuances to deliver seamless results. His work spans mergers and acquisitions, securities offerings and compliance, strategic planning, corporate governance, and general corporate advice. With a strong emphasis on healthcare transactions, Tim also brings deep industry experience in accounting and professional services, healthcare, technology and artificial intelligence, and manufacturing. From supporting a healthcare company with SEC disclosures to guiding a tech startup through a cross-border acquisition, Tim provides clear, strategic advice that moves business forward.
Admitted in Tennessee and New York, Tim is deeply engaged in the Nashville community, and he serves on the board of Faith Family Medical Center, and maintains memberships in Leadership Health Care, the American Health Lawyers Association, the Nashville Health Care Council, the Nashville Bar Association and the American Bar Association.
Back to Instructors