Online Learning

The M&A Source currently has one online courses available to both members and non-members. Online courses not only minimize your time away from the office, but allow those enrolled to access best practices and tips right from their office or home computer. Online learning is an easy and convenient way to access relevant and interactive education designed specifically for M&A advisors. Online course credits can be applied to M&AMI and CBI recertification.

Please review our online learning FAQs before registering for courses. For information on Group Pricing, email [email protected].

The following course is currently available through the online learning program:

Course #421 – Balance Sheet – A Uniquely Powerful Closing Tool (4 credit hours)

If the income statement sets the expectations of price, the balance sheet sets the terms of the deal. Understand the impact that the balance sheet has on the probability of a deal closing, the financing options, or lack thereof, transaction structure, the closing balance sheet and ultimately the after-tax proceeds to the seller. Take away an understanding of the balance sheet and how to navigate the deal points that that will lead to more successful closings. No prerequisites.

Prerequisties: None.

Field of Study: Finance

Program Level: Intermediate

Instructor: Walt Lipski

Cost: $199 for Members, $299 for Non-Members


Our Online Learning platform requires a separate account; your M&A Source login will not work here automatically. Once you have logged into your Online Learning account, select the course you wish to take, add it to your cart and pay.

Members only: Save $100 on online learning!

Still have questions?

Email us at [email protected]. We’re here to help!