Course #485 - Establishing, Growing, and Sustaining an M&A Practice

11/17/2019 1:00 PM - 5:00 PM

Presenter: John Howe

This course will look at the variety of business models used in establishing, growing and sustaining an M&A practice. It will examine best practices and proven strategies to attract multiple individuals with varying skill sets to work together in completing M&A transactions. It will also look at models used in other similar professions that have proved effective in making an office sustainable beyond the founder, and include discussion of possible paths for an effective transition. Are deals done by individuals or teams? How are success fees handled? What strategies are being pursued to retain talent? What are the elements of good associate agreements? Participants will be asked to participate actively in discussions. Some advance reading may be required.

 

 

Credits: 4

Course #472 - Preparing a Business For Sale using Simplified Value-Prep - The Proven Process for Growing and Protecting Business Value

11/18/2019 8:00 AM - 12:00 PM

Presenter: Dave Wimer

The Simplified Value-Prep^® curriculum will introduce you to the knowledge, tools and skills required to prepare a business for sale. You will learn a proven process for growing and protecting business value, insulating owners from the unpredictable. The course provides a foundation for those who may not have prepared a business for sale. For those who may have performed business preparation work as a key executive, a turnaround professional or owner/operator, this course offers valuable insights and a success-based methodology. Interactive large group discussion offers active participation opportunities. An applied case study offers active learning in small groups. Afterwards you will be able to lead a business preparation discussion with an owner, overcoming common objections and offering justification for an engagement, with an in-depth understanding on how to apply the methodology to grow and protect business value.

4 credits

 

Course #481 - Managing an M&A Auction in the Lower Middle Market

11/18/2019 1:00 PM - 5:00 PM

Presenter: Jim Afinowich

This course is intended for the M&A professionals selling companies with an enterprise value from as little as $2 million to $20 million or greater who may or may not presently utilize an auction process for their sell-side engagements. After taking this course the attendees will be able to discuss the structured auction/bid process with prospective clients to help identify opportunities and subsequently secure more engagements where a structured transaction process is most appropriate.  A well-orchestrated auction process will produce better results while providing the blueprint needed for the ultimate benefit of maximizing value for your client.  For those who currently utilize the auction process, this course will enhance your existing M&A Auction “Tool Box” with proven and practical advice.

4 credits