Every transaction has a story, and some of the most valuable lessons come from business leaders who have experienced the process firsthand.

Join us for a candid conversation with business owners and executives who have successfully navigated the sale of their companies. Panelists will share real-world insights on preparing for a transaction, working with advisors, managing negotiations, overcoming challenges, and reaching a successful close.

Attendees will hear practical lessons, memorable stories, and perspectives on what mattered most throughout the deal process. Whether you advise companies, invest in businesses, or are considering a future exit, this discussion will offer valuable insight into what helps make a transaction successful.

Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.

In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.

Additional Information

Prerequisites: There are no prerequisites for this session.
Who Should Attend: This session is recommended for any professional in the M&A industry. Others are welcome.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Refunds and Cancellations: Requests for refunds must be received in writing 30-days before the event. No refunds will be granted after 30-days. For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 312-856-9590

Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

WHEN

Thursday, September 17, 2026

7:30 AM - 9:15 AM

WHERE

The Briar Club

2603 Timmons Ln

Houston TX 77027

COST

Members: Complimentary

Non-Members: $75