Mergers and Acquisitions: Fundamentals of Acquiring or Selling Mid-Market Companies and Professional

• Identify the fundamentals of valuing operating companies and personal service businesses.
• Recognize the marketplace for buyers and sellers of businesses.
• Determine how to structure deals from both a buyer's and seller's perspective.
• Recall how to perform effective due diligence.
• Determine how to effectively manage the engagement.
• Define mid-market company and why it is for sale.

• Business entity worth
• Strategic planning for selling/merging
• Role and selection of intermediaries
• Selling memorandums
• Due diligence process
• Deal structure from an economic and tax perspective
• Well-defined engagement letters