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19.1 Scope 

19.1.1 Extracts from FRS102-Sections 19.2 

19.1.2 OmniPro comment 

19.2 Business combinations defined 

19.2.1 Extracts from FRS 102 – Section 19.3 

19.2.2 OmniPro comment 

19.2.2.1 Definition of a business combination 

19.2.2.1.1 Definition of a business 

19.3 Structure of a business combination 

19.3.1 Extracts from FRS 102 – Section 19.4–19.5A 

19.3.2 OmniPro comment 

19.4 Purchase method – steps 

19.4.1 Extracts from FRS102 – Section 19.6-19.7 

19.4.2 OmniPro comment 

19.5 Purchase method – Identifying the acquirer 

19.5.1 Extracts from FRS102 – Section 19.8 – 19.10 and 19.17 

19.5.2 OmniPro comment 

19.5.2.1 Overview 

19.5.2.2 Control 

19.5.2.3 New entity formed to effect a business combination where equity issued. 

19.5.2.3.1 Control obtained but little or no substance to it 

19.5.2.3.2 Identifying the acquirer – where substance to it. 

19.5.2.4 Determining the acquistition date for the purpose of Section 19 

19.6 Purchase method – Cost of a business combination 

19.6.1 Extracts from FRS102 – Section 19.11-19.11A 

19.6.2 OmniPro Comment 

19.6.2.1 Overview 

19.6.2.2 Cash given up 

19.6.2.2.1 Purchase on deferred payment terms 

19.6.2.3 Liabilities incurred or assumed 

19.6.2.4 Costs directly attributable to the acquisition/ business combination 

19.6.2.4.1 Examples of directly attributable cost 

19.6.2.4.2 Example of costs not directly attributable 

19.6.2.5 Equity issued as consideration for the acquisition 

19.6.2.6 Cost where control achieved in stages 

19.7 Adjustments to the cost of a business combination contingent on future events

19.7.1 Extracts from FRS102 – Section 19.12-19.13

19.7.2 OmniPro comment

19.7.2.1 Contingent consideration and change in estimate

19.7.2.1.1 Contingent consideration – probable at the date of acquisition.

19.7.2.1.2 Contingent consideration – not probable or cannot be reliably measured but becomes probable/reliably measurable.

19.7.2.1.3 Changes in contingent consideration – change in estimate

19.7.2.1.4 Contingent consideration – No provision booked in year 1

19.7.2.2 Contingency payments relating to further services 

19.8 Allocating of the cost of a business combination to the asset acquire and liabilities assured.

19.8.1 Cost of a business combination – Allocation – fair valuing assets, liabilites and contingent liabilities.

19.8.1.1 Extracts from FRS102 – Section 19.14-19.15, 19.18 and 19.20-19.21

19.8.1.2 OmniPro comment

19.8.1.2.1 Overview

19.8.1.2.2 Definition of assets and liabilities

19.8.1.2.2 Determining fair value

19.8.1.2.2.1 Fair value – intentions of acquirer ignored

19.8.1.2.2.1.1 Restructuring provisions

19.8.1.2.2.2 Measurement of contingent liabilities

19.8.1.2.2.2.1 Contingent liability – right of reimbursement

19.8.1.2.2.2.2 Fair valuing contingent consideration

19.8.1.2.2.3 Future losses – non-recognition of liabilities in determining allocation of cost

19.8.1.2.2.4 Determining fair value of property, plant and equipment (including consideration of grants)

19.8.1.2.2.5 Determining fair value of intangible assets

19.8.1.2.2.6 Determining fair value of inventory

19.8.1.2.2.8 Determining fair value of investment in associate and joint ventures

19.8.1.2.2.9 Determining fair value of deferred revenue

19.8.1.2.2.10 Determining fair value of contracts which are above or below market rates at date of acquisition

19.9 Measurement of deferred tax, employee benefit and share based payments

19.9.1 Extracts from FRS102 – Section 19.15A-19.15C

19.9.2 OmniPro comment

19.9.2.1 Deferred tax

19.9.2.2 Employee benefits

19.9.2.3 Share based payments

19.10 Purchases method – Subsequent adjustment to fair value and accounting for Goodwill

19.10.1 Extracts from FRS102 – Section 19.16-19.17 and 19.22-19.23

19.10.2 OmniPro comment

19.10.2.1 Adjustments to fair value of identified assets and liabilities

19.10.2.2 Accounting for calculating goodwill including a journal to reflect business combination.

19.10.2.2.1 Initial recognition of goodwill

19.10.2.2.2 Subsequent recognitions of goodwill

19.10.2.2.3 Journals to reflect the business combination

19.10.2.2.4 Useful life of goodwill

19.10.2.2.4.1 Change in useful economic life

19.10.2.2.5 Impairment

19.11 Business combination achieved in stages

19.11.1 Extracts from FRS102 – Section 19.11A

19.11.2 OmniPro comment

19.11.2.1 Accounting for changes in the parent’s ownership interest in a subsidiary that does not result in loss of control

19.11.2.1.1 Acquiring a further controlling interest

19.11.2.1.2 Disposing of controlling interest but controlling interest retained

19.12 Negative goodwill

19.12.1 Extracts from FRS102 – Section 19.24

19.12.2 OmniPro comment

19.13 Group reconstructions

19.13.1 Extracts from FRS 102 section 19.27-19.32

19.13.2 OmniPro comment

19.13.2.1 Group reconstruction defined

19.13.2.2 Even where group reconstruction definition is met when can merger accounting be applied and what are the rules

19.13.2.3 Merger expenses

19.13.2.4 Group reorganisations and merger accounting

19.14 Disclosures

19.14.1 Extracts from FRS 102 section 19.25 – 19.26A

19.14.2 OmniPro comment

19.14.2.1 Accounting policies positive goodwill – Consolidated financial statements.

19.14.2.2 Example from the notes to the accounts

19.14.2.2.1 Contingent consideration note

19.14.2.3 Parent entity accounting policies

19.14.2.3.1 Extract from notes to the financial statements

19.14.2.4 Extract from notes to the financial statements for the for an entity that holds intangibles/goodwill

19.14.2.5 Profit and Loss Account for parent entity

19.14.2.6 – Negative Goodwill for the financial year

19.15 Disclosures – Group reconstructions

19.15.1 Extracts from FRS 102-Section 19.33

19.15.2 OmniPro comment

19.15.2.1 Accounting policy

19.15.2.2 Extract from notes to the financial statements

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19.6 Purchase method – Cost of a business combination

19.11 The acquirer shall measure the cost of a business combination as the aggregate of:

(a) the fair values, at the acquisition date, of assets given, liabilities incurred or assumed, and equity instruments issued by the acquirer, in exchange for control of the acquiree; plus

(b) any costs directly attributable to the business combination.

19.11A Where control is achieved following a series of transactions, the cost of the business combination is the aggregate of the fair values of the assets given, liabilities assumed and equity instruments issued by the acquirer at the date of each transaction in the series.

19.6.2 OmniPro Comment
19.6.2.1 Overview

As per Section 29.11 of FRS 102 the cost at the date of acquisition is recognised at the fair value of the cash given up (see 19.6.2.2), equity instruments issued (see 19.6.2.5) by the acquirer or liabilities incurred or assumed see (19.6.2.3) . Plus any costs directly attributable to the business combination (See 19.6.2.4)

19.6.2.2 Cash given up

Where cash is paid for the business, the cost of the business combination is effectively the cash price paid being its fair value.

19.6.2.2.1 Purchase on deferred payment terms

Where payment is deferred, and it is for greater than one year the present value of the amount to be paid is the cost of the business combination.

The calculation of deferred consideration is considered further at 19.7.2

19.6.2.3 Liabilities incurred or assumed

Consideration paid could also include group loans or borrowings taken over in the acquired entity. Future losses expected to be incurred are not considered to be liabilities incurred.

19.6.2.4 Costs directly attributable to the acquisition/ business combination
19.6.2.4.1 Examples of directly attributable cost

Cost that would be considered to be directly attributable to the business combination (costs that have to be incurred to effect the business) would include:

19.6.2.4.2 Example of costs not directly attributable

Example of costs which would not be considered to be directly attributable to the business combination are: 

19.6.2.5 Equity issued as consideration for the acquisition

Where equity instruments issued by the acquirer are given as consideration for the business combination, then the equity instruments have to be fair valued.

The fair value exercise should follow the requirement of Section 11 when determining fair value i.e. in reality a listed share price will not be available so a discounted cash flow or option pricing model will have to be used. These discounted cash flows should use market information when determining the valuation and very little internal information. Where the variability of various valuation techniques is not significant, or the probabilities of the various estimates within the range can be reasonably assessed and used in estimating fair value, the valuation of the equity instrument is likely to be reliable.

19.6.2.6 Cost where control achieved in stages

Section 19.11A of FRS 102 requires the cost where control is achieved following a series of transactions to be equal to the fair value of the assets given up, liabilities incurred or assumed and equity instruments issued by the acquirer at the date of each transaction in the series.

Where a Company initially acquires an investment, which gives a significant interest or just a partial interest and subsequently acquires a further interest such that control is obtained, the cost of the combination will be the total cost i.e. the cost of the transaction which resulted in the control being obtained plus the previous cost.


Example 5: Determining cost where control achieved in stages

In year 1 Company A acquired a 10% interest in Company B for CU10,000. In year 2 Company A acquired a further 50% interest for the of equity share sin Company A which were fair valued at CU70,000 at which point it obtains control and therefore is a business combination.

The cost of the combination in this instance would be CU80,000 (CU70,000+CU10,000).


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Examples

Example 1: Determining a Business.

Example 2:  Determining a Business.

Example 3: Identifying the Acquiring Company.

Example 4: Identifying the acquirer

Example 5: Determining cost where control achieved in stages. 

Example 6: Changes in contingent consideration – change in estimate. 

Example 7: Contingent consideration – No provision booked in year 1. 

Example 8: Valuing work in progress. 

Example 9: Deferred revenue. 

Example 10: Favorable/unfavorable contract 

Example 11: Deferred tax on business combinations

Example 11A: Deferred tax on a business contribution where net assets as opposed to shares are acquired. 

Example 12: Subsequent adjustment to fair values at the acquisition date and amortisation of goodwill and fair value uplifts on acquisition. 

Example 13: Journals to reflect the business combination. 

Example 14: Revising the useful life of goodwill 

Example 15: Business combination achieved in stages. 

Example 16: Acquiring a further controlling interest 

Example 17: Acquiring a further controlling interest 

Example 18: Disposing of controlling interest but controlling interest retained. 

Example 19: Negative goodwill 

Example 20: Group reorganisations. 

Example 21: Extract from the Accounting policy notes in the consolidated financial statements (excluding negative goodwill) 

Example 22: Extract from notes to the financial statements – Business combination and financial asset note in the consolidated financial statements. 

Example 23: Extract from notes to the financial statements – contingent consideration note. 

Example 24: Extract from accounting policy notes to the financial statements for the parent entity financial statements and for an entity that holds a subsidiary, associate or joint venture interest but is not required to prepare consolidated financial statements. 

Example 25: Extract from notes to the financial statements for the for an entity that holds an associate/subsidiary/joint venture/other interest but is not required to prepare consolidated financial statements – Financial asset note  

Example 26: Extract from notes to the financial statements for the for an entity that holds intangibles/goodwill 

Example 27: Extract from the profit and loss account for an entity which is not a parent that holds an investment in a subsidiary, associate/joint venture or an entity that is a parent but consolidated financial statements are not required to be prepared where income is received from an associate/joint venture/subsidiary. 

Example 28: Extract from the notes in the consolidated/entity financial statements – negative goodwill 

Example 29: Extract from the consolidated Balance Sheet for negative goodwill 

Example 30: Extract from the accounting policy notes – Group reconstruction and merger accounting. 

Example 31: Extract from notes to the financial statements – Merger Method. 

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