Assessor Resource
CPPDSM5033A
Merge or acquire a business
Assessment tool
Version 1.0
Issue Date: May 2024
This unit of competency supports the work of those involved in the merging or acquisition of businesses on behalf of a client.
The unit of competency specifies the outcomes required to merge or acquire a business. It requires the ability to assess the suitability of a business for sale or merger, obtain and act on client instructions, advise on options for the acquisition or merger, and finalise the assessment for the client. It requires knowledge of merger and acquisition considerations, the business brokerage environment, legislation relating to business ownership and mergers and acquisitions, business assessment and client liaison techniques.
The unit may form part of the licensing requirements for persons engaged in business broking in those States and Territories where business broking is a regulated activity.
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