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Effective Deal Team Mgmt: Working Together to Close More Deals


Course #204   Credit Hours: 4

Anytime people work or live together, friction results and the same is true among highly skilled working professionals on a deal team. Brokers can lose control of deals when attorneys change previously agreed upon deal terms or accountants get picky. Brokers need to work carefully with all members of the deal team – accountants, attorneys, tax professionals – to get the details and documents they need while keeping all parties under control.

In this course you will learn to:

  • Recognize common problems and perceptions among attorneys, accountants, tax professionals and business brokers.
  • Explain what attorneys, accountants, and brokers do, the ethics they must abide by and how to have everyone work together.
  • Reduce friction among the professionals on the deal team and facilitate the closing of more transactions.

It is recommended that participants have taken Course #101: Introduction to Business Brokerage or Course #301: Introduction to Mergers and Acquisitions, or have a good understanding of the business brokerage process.