COMPLIMENTARY SEMINAR
Merger, Acquisition and
Affiliation of Accounting Firms:
A Market Update
11 June 2015, Thursday
9.00 a.m. - 12.00 noon
MIA Sabah Regional Office
Lot 6, Second Floor, Block A
Damai Point Commercial Centre
Off Jalan Damai, Luyang
88300 Kota Kinabalu, Sabah
The need for succession planning, client growth and
staff talent continues to drive the desire for mergers and
acquisitions among accounting firms.
Many firms viewed mergers and acquisitions (M&As) as
a method for acquiring partner and staff talent and for
achieving strategic objectives such as entering new markets
and service offerings, other than as a means of acquiring
clients. Interestingly, M&As have also becoming increasingly
popular as an exit strategy for retiring partners.
On the other hand, some accounting firms believe they would
not survive without a national or international affiliation,
others have apparently never considered the option of joining.
Are some firms missing out on an opportunity? Why should a
CA firm join a national or global accounting network?
The Merger, Acquisition and Affiliation Seminar will be an
ideal platform for member firms who would like to explore
the option of merger, acquisition and affiliation in the face
of globalization and recent legislative changes such as the
introduction of Limited Liability Partnership (LLP) and the
possibility of introducing audit exemption in the near future.
Smaller practices should consider the possibility of M&A or
affiliation if they are to remain competitive in this marketplace.
This seminar will highlight the areas that should be observed
pre-M&A, during M&A and post M&A. The case study of an
accounting firm’s M&A will be presented to share insights on
vital factors for successful implementation.
Programme
9.00 a.m.
Registration and Refreshment
9.30 a.m.
M&A as a Growth Strategy: A Case Study of
Cheng & Co
Dato’ Dr. Chua Hock Hoo, Cheng & Co.
Cheng & Co. is one of the accounting firms that
has successfully embarked on a growth strategy by
undertaking merger and acquisition exercises across
border. The prolific speaker, Dato’ Dr Chua Hock Hoo,
would share with you his ideas and strategies, as well
as experience on pre-, during and post-M&A exercises.
10.30 a.m.
Affiliation with Local and International Network:
A Pre-M&A Strategy?
Dato’ Raymond Liew, McMillan Woods
The time is never right but certainly with the evolutionary
changes in the accounting profession, it is timely for
you to get-together and to take advantage of the
many opportunities to embark in a strong affiliation
arrangement with your fellow peers for growth potential.
Using the affiliation tools to build a solid foundation for
global growth and subsequently progress into a merger
arrangement might be a long term strategy.
11.30 a.m.
Questions and Answers (Q&A)
Dato’ Dr. Chua Hock Hoo and Dato’ Raymond Liew
12.00 noon
End of Programme
REGISTRATION FORM
Speakers
DATO’ DR. CHUA HOCK HOO qualified as a professional
accountant from the Chartered Institute of Management
Accountant in 1993. He obtained Master of Business
Administration(MBA) from Oklahoma City University, USA in
1995 and Doctorate in Philosophy (PhD) from University of
Malaya in 2012.
Dato’ Dr. Chua has completed the 5th Asean Senior
Management Development Program organized by Havard
Business School in 2013 and he is also the member of Havard
Business School Alumni Club of Malaysia.
Dato’ Dr. Chua has been appointed as an Adjunct
Professor by UNITAR since 2014 and he is being a Part-Time
Lecturer for MBA students in both UTM International Business
School (Course Title: Strategic Management) and UNITAR
International University (Course Title: International Business)
since 2013.
MERGER, ACQUISITION & AFFILIATION OF
ACCOUNTING FIRMS: A MARKET UPDATE
11 June 2015, Thursday | MIA Sabah Regional Office
PARTICIPANTS’ DETAILS
Participant 1 (Datuk / Dato’ / Datin / Dr / Mr / Mrs / Ms):
MIA Membership No.:
Designation:
Email:
Participant 2 (Datuk / Dato’ / Datin / Dr / Mr / Mrs / Ms):
Dato’ Dr. Chua distinguished himself in practice in Malaysia
as an Auditor, licensed Liquidator and Tax Consultant. He
is the founder of Cheng & Co, one of the largest homegrown chartered accounting firms to achieve international
recognition in Malaysia, and currently is the Managing Partner
of Cheng & Co., Chartered Accountants. The firm expanded
progressively between 1993 and 2014 by acquiring more
than 10 other local member firms. Today, Cheng & Co has
16 branches including international branches in Singapore,
Hong Kong, Australia (Perth), and China (Shenzhen).
Designation:
Dato’ Dr. Chua also sits on the Board as a Director of several
private and listed companies in Malaysia and Australia.
In addition, he is the Trustee of Real Foundation and the
Founder Member of Cheng & Co Foundation.
Organisation:
MIA Membership No.:
Email:
ORGANISATION’S DETAILS
Address:
Industry:
DATO’ RAYMOND LIEW is a Chartered Accountant and holds
a Master degree from Henley Management College, United
Kingdom, a corporate advisor with many years of extensive
work experience with professional firms and multi-national
companies in brand repositioning, corporate advisory,
insolvency, Mergers & Acquisitions to include corporate
tax planning, investigative reviews and VAT/GST related
exercises; and has since assisted in numerous corporate
turnarounds and related due diligence corporate exercises.
Tax Institute of Malaysia, and a Chartered Member of the
Institute of Internal Auditors.
Dato’ Raymond Liew is the President of McMillan Woods
Global, an independent member firm of McMillan Woods
Global network of which the global Head Office is based in
London, United Kingdom.
With his extensive work knowledge, Dato’ Raymond Liew is
a regular writer of technical articles and a frequent speaker
at various professional seminars, conferences and training
programmes. He is a Trustee of the Malaysian Accountancy
Research & Education Foundation (MAREF) and was a
Council member of the Malaysian Institute of Accountants
(MIA) and the Chartered Taxation Institute of Malaysia (CTIM).
He is also an adjudicator for the National Annual Corporate
Report Awards (NACRA) for the past many years, which
national award is jointly organised by both MIA & MICPA.
Dato’ Raymond Liew, under the flagship of McMillan Woods
Global, which network is one of the pioneer global networks
to recognise the industry stalwarts – the crème de la crème
global leaders. He also represents several organisations, both
local and international in their quests for global prestigious
award recognition, as their honorary panel of judges, Chief
Judge and adjudicators.
McMillan Woods Global in playing its pivoted role in the
Corporate Social Responsibility (CSR) initiative programme
also acts as honorary Auditors and Tax Advisors to a number
of charity organisations and has continued to pledge a
substantial financial contribution to various charitable
organisations each year.
Contact Person:
Email of Contact Person:
Telephone no.:
Fax no.:
FOR ENQUIRY AND REGISTRATION
Contact: Shirley / Inda
Tel: 088-261 291 | Fax: 088-261 290
Email: [email protected]
Malaysian Institute of Accountants
Lot 6, 2nd Floor, Block A, Damai Point Commercial Centre,
Off Jalan Damai, Luyang
88300 Kota Kinabalu, Sabah
TERMS & CONDITIONS
1. The Complimentary Seminar organised by MIA is free of charge
and open for MIA members only.
2. The registration for the Complimentary Seminar shall only
be made via fax / email and walk-in participants shall not be
entertained.
3. The registration for the Complimentary Seminar shall only be
confirmed upon receiving confirmation email from MIA.
4. Each MIA member may only register and attend a maximum of
two (2) complimentary event in one (1) calendar year.
5. Only two (2) participants from each organisation shall be allowed
to register and attend the Complimentary Seminar at any one
time.
6. MIA shall reserve the right to:
(a) not accept any registrations for the Complimentary Seminar;
and
(b) deny entry to the Complimentary Seminar,
based on its discretion and any decisions made by MIA with
regard to the above rights shall be final.