Field Courses

Bring M&A Source educational courses to your organization, office, or event!

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. Check out these courses  available to be taught in the field:

  • Course #324 – Business Valuation for M&A
  • Course #325 – Business Valuation in M&A: The Income Approach
  • Course #350 – M&A Opportunities in the Health Industry
  • Course #363 – Overcoming Complexities of Selling Manufacturing Companies
  • Course #368 – Obtaining Quality Engagements with Quality Sellers through Networking
  • Course #369 – The Subtle Art of Educating the Client
  • Course #383 – Keys to successful outcomes in the Due Diligence process
  • Course #388 – Marketing in Today’s World
  • Course #415 – The Art of Deal Making as a Buy-Side Advisor – A Report from the Trenches
  • Course #416 – Helping Sellers Identify the Most Suitable Buyer & Type Transaction When Selling Their Company
  • Course #426 – Determining Required Working Capital
  • Course #427 – Working Capital Skills Development Lab
  • Course #428 – Tax Returns and hidden key points for M&A
  • Course #441 – The Life Cycle of a Private Equity Transaction
  • Course # 442 – Fundamentals of Lower Middle-Market Private Equity – Teasers and CIMS
  • Course #470 – Adding Value by Developing Industry Expertise
  • Course #481 – Managing an M&A Auction in the Lower Middle Market

If you would like to schedule a field course, please review the guidelines below before completing the form to request course approval.  

Questions? Email [email protected]

Field Course Rules and Regulations

Through the M&A Source, M&A advisors and business brokerage professionals are able to advance their understanding of the industry and sharpen their skills, enabling them to develop a more successful practice.  By taking a variety of courses, members can earn the prestigious Merger & Acquisition Master M&A advisor (M&AMI) designation. The M&AMI is an elite designation that affords professional growth and marketability unlike any other in the M&A profession. Members can also earn the Certified M&A Professional (CM&AP) Certificate through a separate program.

The M&A Source offers courses at our bi-annual conference, but some courses are made available for instruction outside of these events to select groups. Courses can be offered by other M&A or Main Street associations and their affiliates, or by companies wishing to enhance the knowledge level of their employees.

M&A Source Manager and Education Chair must approve all field courses.

To Schedule a Field Course

The affiliate/organization will designate one contact person who will communicate with the M&A Source Manager to facilitate the scheduling and implementation of the course.

At least 45 days prior to the date of the event, the affiliate/organization must notify M&A Source staff of the date and location of the course. Please contact [email protected]

The affiliate organization must use M&A Source Education Committee approved and certified instructors to teach the course. The M&A Source staff will assist in finding an M&A Source approved instructor. The affiliate organization offering the course will be completely responsible for all expenses involved in producing the event, which normally will include the instructor expenses, facility charges, any meal costs, and all promotional costs incurred. The M&A Source will not be responsible for any payment related to the event. M&A Source does not give exams for courses offered, unless requested by affiliate organization at time of requesting the course. If requested the Instructor will come prepared with exams and allow time at the end of the course to take the exam.

The M&A Source staff will post the course information to M&A Source’s educational calendar.

All required course materials will be shipped directly to the field course location by the M&A Source. Course materials typically include the participant guide and any necessary handouts and evaluation forms. Items such as name tent cards are to be printed by the organization if desired.

Field Course Request Form

All courses offered by the M&A Source are 4 hours/4 credits.

The affiliate group will cover the cost of the instructor at the same rate as they are paid for teaching at a conference,  which is $500 per 4 hour course.   The cost for attendees to take the course is a fee determined by M&A source of not less than $55 per person, and an amount necessary to cover printing and shipping and handling cost attendee.

Instructor(s) fees payable directly to instructor at time of course presentation:

  • One-half day course (4 hours): $500
  • Transportation: The travel allowance for instructor includes local transfers, round-trip coach airfare or best-cost airfare. This amount should be agreed upon between the instructor and the sponsoring organization before travel commences. If instructor should travel by car the cost to travel is reimbursed based on IRS standard mileage rates for business in the year course is being taught.
  • Lodging: Allowable room rates are those being charged for the site hotel or other hotel approved by the sponsoring organization. The allowance should include room costs for one night and no more than two nights.
  • Meals: The recommended per diem for meal and personal expense is up to $75 per day of instruction ($50 per half-day courses).
  • Miscellaneous: Out of pocket expenses as required by the course instructor.


8:00 a.m. – 10:00 a.m. Course

10:00 a.m. – 10:15 a.m. Break

10:15 a.m. – 12:30 p.m. Course

12:00 p.m. – 1:00 p.m. Lunch (optional)


1:00 p.m. – 2:30 p.m.  Course

2:30 p.m. – 2:45 p.m.  Break

2:45 p.m. – 5:00 p.m.  Course

Within seven (7) days after the completion of the course:

The contact should mail the final roster of attendees and completed evaluation forms to M&A Source Headquarters. This will be used for attendee’s course credit.

The contact will mail one check for total course fees.