Current Course Offerings

Upcoming Conference Courses

Sunday, May 8, 2022

8:00 am – 12:00 pm 

Course #368 – Obtaining Quality Engagements Through Seminars and Networking

Instructor:  Dean McDonald, CBI, M&AMI, CM&AP
Credits: 4

Course Description:

This course will introduce methods on finding quality sellers ready to exit or retire from their business. Participants will learn methods to get an appointment and get past the gatekeeper. Course also covers the most effective ways to network and put on seminars to reach potential clients.

Sunday – May 8, 2022

8:00 am – 12:00 pm 

Course #363 – Overcoming the Complexities of Selling Manufacturing Companies
Instructor:  John Howe, M&AMI, CM&AP
Credits: 4

Course Description:

Course 363 has been updated and provides practical insights into completing manufacturing transactions in the lower mid-market. It will offer resources, processes, and methods that help get engagements and complete deals, including practical ways to use tools provided to M&A Source members. The course will also cover several case studies, including one that features how an investment firm improved and expanded a family owned company.

Sunday – May 8, 2022

1:00 – 5:00 pm 

Course #426 – Determining Required Working Capital

Instructor:   Monty Walker
Credits: 4

 

Sunday – May 8, 2022

1:00 pm – 5:00 pm

Course #351 – Opportunities in Hotel and Motel M&A

Instructor:  Phil King, MVM, MBA, CMSBB, CBI

Credits: 4

 

Course Description:

Big Brands, Small Brands, and Independents … learn the nuances of how this industry works, what sellers are looking for, and how they measure it. Learn how buyers use the assets to their advantage and how financiers measure and approve highly leveraged transactions. Learn how to enter and succeed in this buy, run, and short term flip space.

Monday – May 9, 2022

8:00 am – 12:00 pm 

Course #427 – Working Capital Skills Development Lab

Instructor:  Monty Walker
Credits:  4

Monday – May 9, 2022

8:00 am – 12:00 pm 

Course #370 – The M&A Advisor – Yesterday, Today and Tomorrow (Part I)

Instructor:  Pat McDonald, M&AMI, CM&AP, FMAS
Credits: 4

 

Course Description:
This course is designed to help those entering the M&A arena learn how to start the M&A process in the most productive way. There are many critical steps and skills required to deliver world class M & A advisory services. The question is: “How to deliver value and assure competencies in each sequential step?” This is Part 1 of a two-part course that investigates traditional procedures by providing a view of current and alternative business practices. A close look at the changing roles in today’s business environment for the advisor in the multi-step M & A process and how to increase effectiveness. Different methods will be shown on the need to cultivate specific talents, proficiencies, and functions, that require deployment of “Finders, Minders, and Binders” at the right time. Discussions on how negotiations occur in each stage of an engagement, and how all of these: negotiating expertise, aptitude, and process experience, are needed for an organized, but flexible, approach. Recommended that participants have a working understanding of middle-market experience with the M & A process, several years of transaction experience and a CBI or equivalent professional background.

 

Monday – May 9, 2022

1:00 – 5:00 pm 

Course #460 – Quality of Earnings: From Measured Financials to Meaningful Analysis

Instructors: Evan Ottaviano

Credits: 4

Monday – May 9, 2022

1:00 – 5:00 pm 

Course #472 – Preparing a Business for Sale with Simplified Value Prep 
Instructors: David Wimer, CBI, M&AMI & Fellow of M&A Source
Credits: 4

Course Description:
Students will learn a proven process for preparing a business for sale or transfer at maximum value, while creating a constant state of business readiness for value protection. This course includes understanding the financial, structural, operating, and strategic factors that contribute to or detract from value. The course includes a case study, small group sessions, and takeaway tools used for organizing an approach, performing the analysis, and setting objectives for client interaction. As a bonus feature, students will visualize the process embedded in a virtual deal room, which any advisor can customize and utilize in their business preparation pursuits.

Register for the 2022 Spring Conference

Field Courses

The M&A Source now allows certain organizations to offer courses at their own events; cutting down on travel time and expenses for your members and employees.

If you would like to schedule a field course, please visit the Field Course Page for Course Offerings and Guidelines

Questions? Email education@masource.org

Field Course Information Page

Current Courses

#350 M&A Opportunities in the Health Industry
#363 Overcoming Complexities of Selling Manufacturing Companies
#368 Obtaining Quality Engagements with Quality Sellers through Networking
#369 The Subtle Art of Educating the Client
#375 Taking Your Practice Up Market: Skills You Need to Execute $10 million+ Deals
#383 Keys to successful outcomes in the Due Diligence process
#386 Negotiation Skills: Getting More of What You Want in Every Deal
#388 Marketing in Today’s World
#415 The Art of Deal Making as a Buy-Side Advisor – A Report from the Trenches
#416 Helping Sellers Identify the Most Suitable Buyer & Type Transaction When Selling Their Company
#426 Determining Required Working Capital
#427 Working Capital Skills Development Lab
#428 Tax Returns and hidden key points for M&A
#435 M&A Case Study Master Class
#441 The Life Cycle of a Private Equity Transaction
#442 Fundamentals of Lower Middle-Market Private Equity – Teasers and CIMS
#446 Working with Tax Returns in an M&A Transaction
#460 Quality of Earnings: From Measured Financials to Meaningful Analysis
#470 Adding Value by Developing Industry Expertise
#472 Preparing a Business for Sale and Maximizing Value
#481 Managing an M&A Auction in the Lower Middle Market
#485 The Sustainable M&A Practice-Establishing, Growing and Sustaining an Office
#491 Using Leveraged Buyout Analysis in M&A Transactions