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In Behind the Curtains: The Art and Science of Due Diligence, discover how thorough due diligence can determine the success or failure of a transaction. This session provides a deep dive into both the objective analysis and subjective judgment necessary to evaluate complex deals. Participants will learn how to identify potential risks, assess opportunities, and make informed, strategic decisions that enhance transaction value. Read more

In M&A, trust is more than just a handshake—it's the foundation for success. This session, "M&A as the Last Art of Finance," delves into the importance of deep trust in mergers and acquisitions. M&A professionals know that while deals revolve around financials, their true strength lies in the relationships built between parties. Depth of trust is the key to aligning the goals of buyers and sellers and ensuring deals reach a successful close. This class explores the concept of Depth of Trust—trust strong enough to guide deals through complex negotiations and human emotions. Sharon Heaton, a seasoned M&A expert, will share stories from the field, highlight common mistakes, and provide strategies for M&A advisors to foster and maintain trust in even the most challenging transactions. Participants will take away: Understand the critical role that deep trust plays in the success of M&A transactions. Learn practical strategies to build and maintain trust between buyers and sellers. Identify common mistakes M&A advisors make that can undermine trust and how to avoid them. Read more

Executive Education Class:  Advanced Legal and Tax Strategies for Business Sales and Acquisitions This professional education course provides a deep exploration of tax and contract law in business brokerage and deal making. Participants will gain a comprehensive understanding of the intricate tax and legal frameworks that govern transactions in private business sales and acquisitions. Drawing on foundational principles and current legal precedents, the course delves into essential topics such as tax implications of business transfers, contractual obligations in mergers and acquisitions, and strategies for mitigating legal risks in deal negotiations. CPE Credit: 1 - Specialized Knowledge AM&AA Members Only   Roman Basi, Attorney/CPA, The Center for Financial, Legal & Tax Planning, Inc. Roman Basi is the President of the Center for Financial, Legal & Tax Planning, Inc. operating out of Florida and Illinois. Basi is a recognized expert on matters of: business succession, retirement and estate planning, strategic planning, mergers & acquisitions, tax aspects of business decisions, and financial decision making. Over the past several years, Basi has worked on many business transactions and has addressed various regional and national audiences throughout the country. From these venues, he has personally met and worked with business owners throughout the United States. He has addressed groups of all sizes with up-to-date topics and conversations that is relevant to the nature of his work.  Read more

Avoiding M&A Post-Closing Disputes: Prevention Over Cure Instructor: Bill Wiersema, Audit Principal, Miller Cooper Post-closing disputes in M&A transactions can be costly and stressful, often leading to breakdowns in deals and dissatisfied clients. This executive education course, designed for brokers, investment bankers, transaction advisory specialists, and other professionals, focuses on practical strategies to prevent these disputes before they occur. By expanding on the Debt and Working Capital section of Financial Due Diligence (CM&AA #7), the course provides expert advice on building protections into purchase agreements, ensuring smoother transitions and happier clients. Participants will gain valuable insights into common dispute triggers, best practices for due diligence, and the importance of clear contractual language. Additionally, the course offers actionable tools and templates, real-world case studies, and an interactive Q&A session with industry experts. This class is essential for professionals looking to enhance their client relationships, boost their reputation, and drive more referrals by mastering the art of dispute prevention in M&A transactions. Key objectives from the class include: Spot and Avoid Disputes: Learn how to identify and tackle common issues that could lead to post-closing disputes in M&A deals. Sharpen Due Diligence Skills: Get better at financial due diligence, especially with debt and working capital, to prevent surprises down the road. Draft Clear Contracts: Discover how to write clear contracts that everyone understands, reducing the chances of misunderstandings. Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.  Registration is $50 to AM&AA Members and $100 for Non-members. Additional Information Prerequisites: There are no prerequisites for this session. Who Should Attend: This session is recommended for any professional in the M&A industry. Others are welcome. Advanced Preparation: None Program Level: Basic Delivery Method: Group Internet Based Refunds and Cancellations: Requests for refunds must be received in writing by September 16, 2024. No refunds will be granted after September 16, 2024. For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 312-856-9590 Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.   Bill Wiersema, Principal, Miller Cooper & Co., Ltd. Read more

Looking to enhance your post-merger integration strategy? Watch our on-demand webinar, "Race to $1 Billion: Post-Merger Integration for Growth-Minded Buyers." Gain insights from industry experts on how to turn integration into a powerful growth engine, align teams and processes for smooth transitions, and maximize brand value for long-term success. Don’t miss this opportunity to transform integration challenges into growth opportunities—available now to watch at your convenience. Read more

See detailed results of the AM&AA 2024-Q3 National M&A Market Survey with data reported on over 2,000 deals. Analysis includes: Deal volume in the market Sale multiples Composition of consideration Target company financial performance Deal exports by industry for deals closed in Q1 & Q2 in 2024, as well as deals under LOI in the current M&A pipeline. Additionally, detail on factors required to get deals under LOI and closed in today's current M&A climate will also be presented, along with how those factors have been changing over time. Data on the outlook for M&A for Q3 & Q4 in 2024 will also be presented, as well as the headwinds and tailwinds driving the forecast for the M&A market. Read more