CM&AA DEEP DIVE SERIES

CM&AA Deep Dive Series: How to Get Paid While You Educate and Win New Clients

Business owners should know what drives the value of their business, so they can make informed decisions about selling or growing. Owners often receive a lot of misinformation about value. Even traditional valuation reports, which are designed for compliance or litigation, fail to address real market value considerations. The solution… M&A Advisors can deliver a Market Value Study to provide clients real feedback from market buyers. Learn how to use a Market Value Study to educate clients on real market value metrics, and simultaneously position yourself as the client’s trusted M&A Advisor. 

Highlights include:

  • Investment Banks and M&A Advisors can turn lead-generating marketing services into paid engagements. 

  • Private business owners (and most of their professionals) don’t understand the difference between traditional business valuation and real M&A transactional value. Educating clients and their professionals about these differences also increases the value of engaging an investment banker. 

  • Market assessments of value are more meaningful when providing clients with value improvement ideas. 

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

Registration is $50 to AM&AA Members and $100 for Non-members.

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 by March 27, 2024. No refunds will be granted after March 27, 2024. 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, March 28, 2024
1:00 PM - 2:00 PM

Central Time Zone

WHERE

Click the button below to join the class.

CONTACT

Have a question?

info@amaaonline.com

Featured Speaker

Chris Blees
Chris Blees
Managing Director
BiggsKofford Capital

This class is $50 for AM&AA members and $100 for non-members.

You only need to have access to the internet. We recommend using either Chrome or Firefox. Additionally, good internet connectivity will ensure high-quality video conferencing. Audio for the class will be streamed via your computer speakers. We encourage you to test your speakers before the event to make sure everything works as it should.

You do not need to download or install any software to participate. Additionally, a webcam is also not required. 

For technical assistance, please send an email to info@amaaonline.com or click the conversation bubble on the right hand side of this page to start a live chat with an AM&AA event support representative.

AM&AA classes take place during the Central time zone (Dallas,Texas,USA). 

You must first sign up for the class by clicking the blue button at the top right of this page. At that time you will be asked to create a password. Once you have finished signing up, simply click on "CLASS LOGIN" to join the waiting room. Live chat with other attendees will be available while you wait for the class to begin.

Yes. A recording of the class will be available on-demand 2-3 business days after the live online event.

We welcome your questions. Please email us at info@amaaonline.com

You will be able to submit questions or comments by typing them into the Q&A widget during the class. These questions will be answered as time allows during the Question & Answer session following the presentation.

All feedback and suggestions for future topics may be sent to info@amaaonline.com