Nuts and Bolts of Mergers and Acquisitions

April 18, 2024

Access the on-demand webinar here

Corporate consolidation has many advantages, from expanding the scope of services to achieving economies of scale and enhancing financial stability, but navigating corporate consolidation is a daunting task. During this webinar attendees will learn about the key “nuts and bolts” to mergers and acquisitions, including whether and when the subsidiary model is permissible. 

The presenter, a Partner with the firm, will draw upon her experience to describe key steps, including approaching a potential partner, executing a confidentiality agreement, developing a letter of intent, conducting due diligence and determining whether to proceed with a merger or acquisition. Attendees will also learn about when Health Resources and Services Administration (HRSA) approval is required, with a focus on changes in scope of project to grant transfers through the successor-in-interest process. 

Please note: This webinar is offered as a complimentary product to all Health Center Compliance Premium Plan Subscribers. For more information on our Premium Plan, click here or contact us.

The on-demand version of this webinar will be available for purchase one week after the conclusion of the live webinar. 

Target Audience

  • Health Center Executive Staff (CEO and COO)
  • Chief Strategy Officer
  • Compliance Officer
  • In-House Legal Counsel

Learning Objectives

After this webinar, you will be able to:

  • Identify key terms for a Letter of Intent to Consolidate
  • Identify the key features to a merger and acquisition
  • Understand the key elements of due diligence and common pitfalls
  • Describe the HRSA approval requirements relevant to corporate consolidation strategies
Course summary
Available credit: 
  • 1.00 Certificate of Attendance
Course opens: 
Course expires: 
Event starts: 
04/18/2024 - 1:00pm EDT
Event ends: 
04/18/2024 - 2:00pm EDT


Carrie Riley is a Partner in the Health Care and Federal Grants practice groups. She counsels a wide variety of health care clients, including Title X grantees and subrecipeints, and other private and public health care providers, on contracting, regulatory compliance, fraud and abuse, and reimbursement matters. Carrie also provides counsel on transactional matters, including formation and agreements for multi-provider affiliations/joint ventures, general contracting, and residency training arrangements. Prior to going to law school, Carrie worked at a Title X regional training center for several years.  [Full Bio]

Participants can earn up to 1.20 CPE credits in Specialized Knowledge and Applications upon completion of all course requirements.


If you purchase CPE credit for this webinar you must satisfy the following conditions in order to receive your certificate:

  1. Answer at least 3 of the polling questions during the webinar
  2. Complete the evaluation survey after the conclusion of the webinar or in the follow-up email

Upon completion of these requirements, we will email you your CPE Certificate within two (2) weeks.


  • Prerequisites: None 
  • Target Audience: Health Center executive staff (CEOs and COOs), chief strategy officers, compliance officers, and in-house legal counsel
  • Advanced Preparation: None  
  • Program Level: All
  • Delivery Method: Group Internet Based
  • Attendance Requirements: In order to be awarded the full credits, you must respond to three (3) out of five (5) polling questions.

Feldesman Leifer LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website (formerly

Available Credit

  • 1.00 Certificate of Attendance


Please login or register to take this course.

Access to the recorded version of this webinar is included in your purchase.

You will have access to the recordings for 90 days after enrollment. Once posted to your account, you can view each webinar anytime on-demand during the access period identified in your purchase confirmation. For additional information on viewing and accessing webinars, view our full terms and conditions here.

Payment Policy

We accept the following forms of payment: American Express, Mastercard, Visa, ACH, PayPal, electronic check, and check. For information about the methods of payment we accept, please review our Payment FAQs


Review our Cancellation Policies.

Required Hardware/Software

Google Chrome and Mozilla Firefox are the preferred browsers.