CM&AA DALLAS INSTRUCTORS
APRIL 8 - 12, 2024
Robert Rough
Managing Director
Telos Capital Advisors, LLC
Class #1 - Private Capital Markets
Class #2 - M&A Sales Process
Stephen B Lewis
Managing Director
Cross Border Strategies LLC
Class #4 - Financing: Acquisitions & Exits
Brian Wendler
Principal
National Transaction Advisors
Class #5 - Business Valuation for M&A
Class #6 - Financial Analysis, Transaction Structuring, and Relationship to Transaction Pricing
Roman Basi
President
The Center for Financial, Legal & Tax Planning, Inc.
Class #8 - M&A Tax Considerations
Class #9 - M&A Legal Issues