Western Pennsylvania Chapter

Our primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.

An AM&AA Chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential members and other alliance opportunities.

Western Pennsylvania Chapter Committee

A. Bruce Bowden
Partner, Leech Tishman
Phone:
Click here to email Bruce
Jeff Getty, CM&AA,
JD, MS(tax), CFP, AEP
(Chapter Leader)

Managing Director of Family Wealth
Consulting, Key Bank
Phone:
Click here to email Jeff
Ralph F. Manning (Chapter Leader)
Shareholder and Chair of the M&A
Practice, Tucker Arensberg, PC
Phone:
Click here to email Ralph"

Western Pennsylvania Chapter Calendar

Sep
12
Thu
2019
Western PA 2019 Symposium Series: Value Optimization and Pre-Transition Planning Tactics
Sep 12 @ 8:00 am – 10:00 am
Western PA 2019 Symposium Series: Value Optimization and Pre-Transition Planning Tactics

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 value of your business;
  • Evaluate strategic options to grow, re-cap, or sell;
  • Develop and retain key employees;
  • Prepare for transfer or transition of ownership; and
  • Tax strategies and legacy planning.
Our four-part series will provide a deep analysis on the following topics:

March 14: Strategic Option Analysis
May 16: M&A Selling Process
September 12: Value Optimization and Pre-Transition Planning Tactics
November 14: Planning for Post-Transition/Transaction

All sessions will be held 8-10 a.m. at 11th Stanwix Street, Lower Lobby

 

September 12: Value Optimization and Pre-Transition Planning Tactics

Learn how to unlock the value trapped inside your business through identifying (and mitigating) risks that detract from value in a transition. This workshop is focused on understanding the wide gaps in value expectations between buyers and sellers and what actions you can take today to close this gap well ahead of any planned transactions. The workshop will also cover the pre-sale tax planning toolkit and provide insight to both the "tools" and how to evaluate the effectiveness of them in your personal circumstances. Learn how to build long-term sustainable value and how you can take steps to make your business and yourself "transaction ready."

Sep
16
Mon
2019
CM&AA Training & Certification @ DePaul University (Loop Campus)
Sep 16 – Sep 20 all-day

Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Oct
28
Mon
2019
CM&AA Training & Certification @ Pepperdine University (Malibu Campus)
Oct 28 – Nov 1 all-day

Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Nov
14
Thu
2019
Western PA 2019 Symposium Series: Planning for Post-Transition/ Transaction
Nov 14 @ 8:00 am – 10:00 am
Western PA 2019 Symposium Series: Planning for Post-Transition/ Transaction

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 value of your business;
  • Evaluate strategic options to grow, re-cap, or sell;
  • Develop and retain key employees;
  • Prepare for transfer or transition of ownership; and
  • Tax strategies and legacy planning.
Our four-part series will provide a deep analysis on the following topics:

March 14: Strategic Option Analysis
May 16: M&A Selling Process
September 12: Value Optimization and Pre-Transition Planning Tactics
November 14: Planning for Post-Transition/Transaction

All sessions will be held 8-10 a.m. at 11th Stanwix Street, Lower Lobby

 

May 16: Planning for Post-Transition/ Transaction

Post-transaction planning focuses on personal and family issues following a monetization event. This workshop details how to evaluate and implement a capital sufficiency analysis, personal affairs management, balance sheet transition as well as properly funding wealth transfer strategies for maximum impact. The symposium also covers evaluating and structuring Private Trust Companies and Single or Multi-Family Offices for maximum tax impact and operational efficiency. We will conclude this session with a workshop overview/case study.

 

Learn More!
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