M&A Core Educational Series

Flexible Enrollment

The Core #1 series consists of six individual courses, each offered on a rotating schedule throughout the year. You can start with any course that fits your timing and learning needs, and complete the full series as future sessions become available.

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.

Courses in the Series:

• Course #410: Introduction to Cash Flow and DCF Valuation for M&A Transactions
  Gain a solid understanding of cash flow analysis and discounted cash flow (DCF) valuation, key components in accurately assessing a business’s worth.
• Course #426: Determining Required Working Capital
  Develop a clear understanding of working capital requirements, an often-overlooked but critical aspect of transaction planning.
  
• Course #440: Navigating the Complexities of LOIs and Purchase Agreements
  Master the art of structuring and negotiating LOIs and Purchase Agreements, ensuring your deals are built on solid foundations.
• Course #480: The Art of Deal Making as a Buy-Side Advisor – A Report from the Trenches
  Learn from real-world experiences to hone your skills as a buy-side advisor, essential for guiding clients through successful acquisitions.
• Course #472: M&A Deal Management & Introduction to Negotiating Tactics. Foundational Steps 1 – 4 of 13
  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 #515: How to Use Business Valuations to Close Better Deals
  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

Begin your Core #1 journey today by registering for one or more available courses and stay tuned for updates on the upcoming sessions to complete the full series.

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

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Flexible Enrollment

The Core #2 series consists of six individual courses, each offered on a rotating schedule throughout the year. You can start with any course that fits your timing and learning needs and complete the full series as future sessions become available.

Core #2 Courses:

• Course #510: Developing a Cash Flow Analysis for Income Appraisals, Discount (Risk Analysis) and the Impact on Required Working Capital
  Gain the skills to perform detailed cash flow analyses, vital for accurate income appraisals and understanding the impact of risk on working capital.
  June 18 | Instructor: Mike Adhikari
• Course #526: Working Capital Skills Development Lab
  Put your working capital knowledge to the test in this interactive skills lab, designed to reinforce and expand your expertise.
  June 23 | Instructor: Monty Walker
• Course #540: The Critical Role of Representations & Warranties for M&A Transactions
  Learn how representations and warranties are used to effectively protect your clients and manage transaction risks.
  June 25 | Instructor: Tawnya Gileath
• Course #460: Fundamentals of Lower Middle Market Private Equity – Focusing on Teasers and CIMs
  Explore the essentials of private equity in the lower middle market, focusing on creating compelling teasers and Confidential Information Memorandums (CIMs).
  Currently Unavailable 
• Course #477: Helping Sellers Identify the Most Suitable Buyer & Type of Transaction When Selling Their Company
  Enhance your ability to match sellers with the right buyers and structure deals that align with their goals.
  July 2 | Instructor: Bill Loftis
• Course #419: Capital Stacks & Deal Structuring in Lower Middle Market M&A Transactions:
  Master the art of crafting and managing capital stacks and deal structures, ensuring successful outcomes in complex transactions.
  June 16 | Instructor: Bob McCormack

Why Core #2?

Core #2 is the critical next step in your M&A education, designed to expand your skill set and prepare you for more sophisticated transactions. By the end of this series, you’ll be better equipped to handle the demands of lower middle market deals, from structuring complex transactions to managing risk and closing deals that meet your clients’ needs.

Prerequisite Recommendation:

We strongly recommend that participants complete Core #1 before enrolling in Core #2. The advanced nature of the content assumes familiarity with the foundational concepts covered in the earlier series. Ensure your success by building on a solid base of knowledge as you continue your M&A journey.