Merge or acquire a business

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver CPPDSM5033A, 'Merge or acquire a business'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Merge or acquire a business' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1Obtain, interpret and confirm instructions.

1.1 Client requirements and instructions are discussed and clarified according to legislative, industry andagency requirements.

1.2 Assignment plan that best meets client requirements is determined and implemented.

1.3 Fees are determined and negotiated with the client according to industry and agency requirements.

1.4 Advice is prepared and provided to other enlisted professionals involved in the merger or acquisition process.

2Assess suitability of business for merger or sale.

2.1 Information on business is compiled and used to ensure that reliable data and advice are accessed.

2.2 Critical assessment of theownership, structure and status of the business is conducted against statutory and merger or acquisition requirements.

2.3 Business potential and capacity are reviewed against financial and strategicmarketability.

2.4 Synergistic opportunities are identified and incorporated in assessment.

2.5 Suitability for merger or acquisition of the business is researched and determined using industry-adopted assessment methods.

2.6 Research gathered from previous merger or acquisition assessments is used to ensure objectivity of assessment as to business suitability for sale or merger.

2.7 Assumptions are checked for reasonableness and recorded according to agency requirements.

3Advise on options for merger or sale of business.

3.1 Strengths and limitations of current business and proposals are evaluated and communicated to the client.

3.2 Client is provided with appropriate information and assisted to make an informed decision on merger or acquisition options.

3.3 Assessment and advice are provided within a timeframe that does not disadvantage the client's opportunity for maximum results.

3.4 Client is referred to appropriate enlisted professionals for financial and legal advice on options.

4Complete assessment.

4.1 Arrangements are put in place for all records and documentation relating to the merger or acquisition process to be prepared and checked.

4.2 Relevant parties are contacted and informed of the decision regarding business sale or merger.

4.3 Data and assessment findings are documented and stored correctly to inform future merger or acquisition assessments.

4.4 Feedback on the merger or acquisition process is encouraged and used to inform future assessments.


Qualifications and Skillsets

CPPDSM5033A appears in the following qualifications:

  • CPP50409 - Diploma of Property Services (Business Broking)