M&A Core Educational Series

Core #1 Educational Series: A Foundational Journey into Lower Middle Market M&A

Unlock your potential in the world of M&A with the Core #1 Educational Series, an essential part of M&A Source’s newly structured curriculum designed to elevate your expertise in lower-middle market transactions. This series, delivered through live online instruction over three weeks, offers six meticulously crafted courses aimed at providing business brokers and other professionals with a robust foundation in M&A.

Why Enroll in Core #1?

As a business broker transitioning from Main Street to the lower middle market, mastering the nuances of larger transactions is crucial. Core #1 is your gateway to understanding and excelling in this complex field. Whether you’re looking to enhance your negotiation tactics, refine your valuation skills, or navigate the intricacies of LOIs and Purchase Agreements, this series is designed to equip you with the essential tools and knowledge to succeed.

What to Expect:

• Course #472: M&A Deal Management & Introduction to Negotiating Tactics. Foundational Steps 1 – 4 of 13
  September 10 | Instructor: Phil King
  Start your journey with a deep dive into the foundational steps of M&A deal management and negotiation, setting the stage for more advanced tactics.
• Course #410: Introduction to Cash Flow and DCF Valuation for M&A Transactions
  September 12 | Instructor: Mike Adhikari
  Gain a solid understanding of cash flow analysis and discounted cash flow (DCF) valuation, key components in accurately assessing a business’s worth.
• Course #480: The Art of Deal Making as a Buy-Side Advisor – A Report from the Trenches
  September 17 | Instructor: Bill Loftis
  Learn from real-world experiences to hone your skills as a buy-side advisor, essential for guiding clients through successful acquisitions.
• Course #440: Navigating the Complexities of LOIs and Purchase Agreements
  September 19 | Instructor: Robyn Siers
  Master the art of structuring and negotiating LOIs and Purchase Agreements, ensuring your deals are built on solid foundations.
• Course #426: Determining Required Working Capital
  September 24 | Instructor: Monty Walker
  Develop a clear understanding of working capital requirements, an often-overlooked but critical aspect of transaction planning.
• Course #515: How to Use Business Valuations to Close Better Deals
  September 26 | Instructor: Phil King
  Discover the power of business valuations in deal-making, learning how to leverage these insights to close more favorable transactions.

Who Should Enroll?

Core #1 is designed for Main Street business brokers and other professionals who are eager to transition into the lower middle market. Whether you’re new to M&A or looking to build a strong foundation before advancing to more complex topics, this series provides the essential knowledge and skills you need to thrive.

Your Path to M&A Mastery Begins Here

By completing the Core #1 series, you’ll be well-prepared to tackle more advanced concepts in M&A and confidently take on larger, more lucrative transactions.

Enroll today to take the first step in your journey towards M&A mastery!

Register Now