An Owner's Perspective Insights into a business owner's psyche can alleviate the most difficult parts of the M&A process. Please join the AM&AA as we explore this crucial piece of due diligence with three business owners who have or are in the process of selling their business.
If your client needs an accountant…or an attorney…or a banker, or any other business advisor that isn’t you, who do you trust and call first? Having other advisors in your network gives you the opportunity to refer your clients to professionals you trust and provides value-added benefits to your clients that can strengthen and deepen those relationships. It also builds Continue Reading
Series Overview Closely-held businesses represent a significant portion of the U.S. economy. Based on ownership demographics, it is estimated that $10 trillion in closely-held business assets will transition by 2040; however, the vast majority of owners lack advisors to recommend and implement proactive transition strategies. In this series you will learn innovative approaches to implement your business strategy: Maximize the Continue Reading
How To Buy The Company You Work For Learn how MBOs can help management teams which might have an opportunity to pursue ownership control in the company they work for when a liquidity event arises. Join the Dallas Fort Worth Chapter for a discussion on MBOs verses traditional LBOs with speaker Nicholas Stone, Managing Director, Cyprium Investment Partners.
One Company, Four Offers A case study, presented by AM&AA New England Chapter Chair Chris Mellen of Valuation Research Corporation, focuses on the pros and cons of four options of selling a business: As part of a business owner’s exit planning, they have been considering either establishing and selling shares to an ESOP for their employees or selling the company Continue Reading
The DC/MD/VA Chapter of The Alliance presents "Cybersecurity - Separating Hype from Opportunity." This cybersecurity event will give attendees the opportunity to listen to, learn from, and interact with practitioners and investors. After attending this session, participants will have a better understanding and ability to identify where the opportunities are in cybersecurity.
Midwest Chapter & XPX Chicago Joint Networking Event AM&AA is excited to offer a unique opportunity to spend an evening with professional members of the Alliance of M&A Advisors and the Exit Planning Exchange (XPX) Chicago members. This collaborative event will provide both AM&AA and XPX members and guests the opportunity to network and build relationships with many like-minded business Continue Reading