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Join Robert Rough, Co-Founder and Managing Director of Telos Capital Advisors, for an in-depth exploration of the Confidential Information Memorandum (CIM), an integral component of successful deal marketing in mergers and acquisitions. Building upon the CIM section of CM&AA, this class offers a deeper dive into the purpose, style, and content of a CIM, equipping participants with the knowledge to create outstanding marketing documents that capture the attention of potential buyers. Whether you're an investment banker, intermediary, or corporate executive, learn how to elevate your CIM game and stand out in a crowded marketplace. Originally aired June 27, 2024. Read more

Join Roman Basi, attorney and CPA, for a focused exploration of tax-efficient strategies crucial for M&A transactions, centered on two powerful provisions of the Internal Revenue Code (IRC): Sections 1202 and 338(h)(10). In this targeted session, participants will uncover the benefits of utilizing IRC Sections 1202 and 338(h)(10) in M&A deals: Maximizing Tax Savings with IRC Section 1202 (Qualified Small Business Stock): Learn how to structure a transaction to exclude up to 100% of capital gains from the sale of qualified small business stock (QSBS). Optimizing Transactions with IRC Section 338(h)(10) Election: Explore how the Section 338(h)(10) election allows the buyer in a stock acquisition to treat the transaction as if they had purchased the target corporation's assets instead of its stock for federal income tax purposes.  Roman will cut through complexity with clear explanations, using real-world examples to demonstrate the impact of these provisions on M&A transactions. This session will equip you with actionable insights to drive tax-efficient deal structures and outcomes. Praise for this class: "The tax optimization in M&A class led by Roman Basi certainly opened my eyes further to deal structuring aspects that are tremendously helpful from a tax perspective, particularly the 1202 gains exclusion.  The class featured information on the tax nuances that deal professionals should know and what issues need to be explored when implementing these tax saving strategies." Jay A. Freund | Stratford-Cambridge Group | Managing Director "So glad AM&AA dedicated a full hour session to the topic of tax optimization. The takeaways won’t change things for every client, but advisors are better positioned if they understand what edge can be gained under certain circumstances." Alexander Maggi "I thoroughly enjoyed the AM&AA Ed|ge class with Roman Basi on Tax Optimization in M&A.  As both an M&A and tax advisor, I am often tasked to give input on the pros and cons of asset sales vs stock sales.  Roman did an excellent job highlighting what could in some cases be the “Goldilocks” option, namely the §338(h)(10) election which allows a legal stock sale to be treated as an asset sale for tax purposes.  I also like the format of his Tax Minimization Analysis, which provides a concise summary of the tax impact of an asset sale as compared to a stock sale." Aaron G. Chambers | President & Principal | Impossible Services Group, Inc. Read more

Bundle all the Deal Lifecycle Series and Save! Part 1: Preparing the Owner for Sale Learn from a diverse team of experts as they guide business owners through successful exit strategies. Led by an owner with intimate family dynamics experience, alongside a wealth manager exploring financial outcomes, a transition advisor navigating decisions, and a leadership coach addressing emotional impacts, we offer comprehensive support for this critical phase. Don't miss this opportunity to gain insights and guidance from seasoned professionals. Part 2: Sell.Buy.Build.Fix. This installment focuses on making a "go/no decision" and deciding the best course of action. You will hear from a panel of advisors who look at hundreds of deals each year and how they navigate the right path for each deal. The featured panelists include experience in investment banking, private equity, and strategic advisory. Part 3: Preparing for the Sale This event will help deal teams understand the transition process, regardless of their role. What drivers increase or decrease value? Does private equity play a role? What is a common timeline? What steps are needed before taking the business to market with an investment banker or advisor? This panel-driven session includes specialists in law, financial reporting, investment banking, and transaction advisory who understand the financial, legal, and emotional components involved in the exit and transition process. Part 4: Deal Execution Learn how to walk through the process of executing a deal. Hear from experienced transaction attorney Bill Boyar with BoyarMiller, CPA Michael Landers with UHY, and Chuck Hendee, an owner who's been through the process. This group of professionals will discuss the deal execution process from LOI to post-close, including expectations for timing. Part 5: Capitalizing on Overlooked Markets Learn first-hand how the market is pivoting to provide capital for underserved populations, including statistics and trends in specific segments. From this panel, you will walk away with greater knowledge of alternative capital sources, as well as an understanding of how certifications and contracts impact valuation. Read more

In the cutthroat middle market M&A space, having money isn't enough in 2024.  Success hinges on becoming the buyer of choice while pinpointing the right targets, unearthing potential pitfalls, and navigating complex negotiations with unwavering precision.   This program highlights the latest cutting-edge tools and techniques to identify ideal acquisition targets, qualify them against your strategic vision, meticulously vet financial health, and skillfully navigate deal challenges in 2024 and beyond. Read more

Welcome to Part 1 of the Houston Chapter Deal Lifecycle Series "Preparing the Owner for Sale." Learn from a diverse team of experts as they guide business owners through successful exit strategies. Led by an owner with intimate family dynamics experience, alongside a wealth manager exploring financial outcomes, a transition advisor navigating decisions, and a leadership coach addressing emotional impacts, we offer comprehensive support for this critical phase. Don't miss this opportunity to gain insights and guidance from seasoned professionals. Read more

Welcome to Part 2 of the Houston Chapter Deal Lifecycle Series "Sell.Buy.Build.Fix." This installment focuses on making a "go/no decision" and deciding the best course of action. You will hear from a panel of advisors who look at hundreds of deals each year and how they navigate the right path for each deal. The featured panelists include experience in investment banking, private equity, and strategic advisory. Read more