M&A Source offers workshops on Wednesday geared towards educating its membership and inciting advancements in this growing industry. Read through each description carefully and plan on attending the workshops that will best suit your needs. M&A Source Conference attendees are encouraged to attend all of the workshops listed below.
2007 ABA Deal Points Survey – Part 2
Wednesday, November 19, 2008 – 8:15 a.m. - 9:30 a.m.
Ronald V. Chernak, CBI, M&AMI, First Business Brokers, Ltd.
An extension of the well-received panel discussion held in Denver, listen to this panel of M&A attorneys discuss the “norms” of definitive purchase agreements and LOIs as surveyed by the American Bar Association (ABA).
SOLD! To the Highest Bidder
Wednesday, November 19, 2008 – 8:30 a.m. - 9:45 a.m.
Thomas B. Whipple, CBI, M&AMI, Falcon Advisors, LLC
The “auction process” is an often misunderstood and misapplied concept in the M&A process. Learn about the various types of auctions and when and how to use them most effectively for your practice.
Valuation Trends in Today’s Volatile Economy
Wednesday, November 19, 2008 – 10:45 a.m. - 11:45 a.m.
Gary Papay, CBI, M&AMI, CMEA, CK Business Consultants, Inc.
With overall economic uncertainty and tightening credit markets, are valuations holding? Examine past, current and future trends of valuation multiples and how buyers are seeing the market in a variety of industries.
The Great Licensing Debate
Wednesday, November 19, 2008 – 2:00 p.m. - 3:30 p.m.
William C. Bundy, MBA, CBI, M&AMI, Bundy and Company, LLC
Series 7, Series 66, Series 24, broker lite, finder – what does it all mean? The regulatory environment for the M&A professional is in transition and few people understand what’s to come. Listen to an unbiased, comprehensive and factual discussion of the different levels and types of licensing and how it will impact your practice. The panel will be comprised of a registered broker/dealer, a proponent of the M&A Broker and Private Placement Broker exemption initiatives and an M&A professional who is uncertain of which direction to go.
Best Practices – Managing the Transaction Timeline
Wednesday, November 19, 2008 – 3:45 p.m. - 4:45 p.m.
William L. Loftis, CBI, M&AMI
From marketing to close and beyond, transactions have a life of their own. Learn more about the critical points in the transaction process that can stop a deal dead in its tracks and how to keep it moving forward.