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
Click here to email Bruce
Jeff Getty, CM&AA,
JD, MS(tax), CFP, AEP

Managing Director of Family Wealth
Consulting, Key Bank
Click here to email Jeff
David Pieton
Managing Director - M&A and Investment Banking, CliftonLarsonAllen
Click here to email David
Ralph F. Manning
Shareholder and Chair of the M&A
Practice, Tucker Arensberg, PC
Click here to email Ralph"

Western Pennsylvania Chapter Calendar

Oct
28
Mon
2019
CM&AA Training & Certification – Pepperdine University @ 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.

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
11
Mon
2019
CM&AA Training & Certification – Centre Club Tampa @ Centre Club Tampa
Nov 11 – Nov 15 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.

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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