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This online professional education class provides key insights into the seller's journey and deal timeline. Students will gain an in-depth understanding of financial due diligence, with a focus on quality of earnings, debt and debt-like items, and working capital. The course also covers the components of a Purchase and Sale Agreement (PSA), its key terms, and purchase price adjustment mechanisms. With this knowledge, students can navigate the seller's journey with greater clarity and confidence. Read more

This professional education online class covers the reasons buyers deploy “Growth by Acquisition” strategy.  This class walks you through the logical process and considerations used in strategic buying decisions while weaving growth strategy into the acquisition and integration processes.  You will also gain Insights into cultivating and fostering relationships with the right targets.  Also covered in this class is the technology and tools leveraged by high performing buy-side groups and functions.    Read more

This professional education online course provides a comprehensive understanding of working capital in M&A transactions. Participants will learn the definitions and components of working capital, calculate targeted working capital, review post-closing reconciliations, and understand the challenging situations and solutions commonly used in the market. The course also covers the common techniques used by buyers and sellers when negotiating working capital. The course is designed for finance, accounting, and investment banking professionals and includes practical exercises and case studies. Upon completion, participants will be equipped to negotiate working capital effectively in M&A transactions. Read more

Business transitions are complex. Founders and successor generations create psychological castles that allow them to succeed and achieve what few can. Achieving the most favorable outcome means navigating the business, financial, and personal factors that influence an owner’s readiness. The challenge of speaking the language rests in understanding the psychology of Lower Middle Market owners.  This educational class will help you understand the psychology of LMM owners, their family system, and management teams. Join this members-only opportunity to gain insights that will allow you to work with an owner’s psychology rather than inadvertently creating resistance. This course also includes a white paper on Complex Change in Family Business.   INSTRUCTOR: Allie Taylor, Business Psychologist, Managing Director, Orange Kiwi Dr. Allie Taylor uses a one-two punch of psychological understanding, academic research, and hands-on business experience when working with business owners, family members, management teams, and their advisors. Taylor’s dissertation focused on the psychology of owners at pivotal moments of business transitions. While most experts focus on a single silo or domain of expertise, Taylor and her team have identified 22 interconnected variables in three domains (business, finances, and self) that enhance or impinge upon transition success for low to mid-market business owners. Her ultimate goal is to help clients achieve the clarity, confidence, and control they need to achieve their scale, sale, or succession goals. Read more

This professional education online class provides best practices and methods for private capital transactions. Participants will learn how to identify deal opportunities with middle market companies and navigate the 10 steps to transaction completion. The course will also cover M&A practice management considerations. This class is ideal for investment banking and M&A professionals seeking to enhance their transactional skills. Read more

This online professional education class covers essential tax knowledge related to M&A transactions. Students will learn about the different taxation rules for entities and how to minimize tax liabilities. The course emphasizes the importance of advance planning and structured approaches to selling, as well as the latest developments in the ever-changing tax landscape. With this knowledge, students can make informed decisions and maximize outcomes in their business transactions. Read more