We extend our heartfelt thanks to each sponsor, exhibitor, speaker, and attendee who joined us in the charming city of Charleston for the 2024 Winter Conference. With over 400 attendees, this event has been heralded as the best AM&AA Conference yet, a testament to the growing strength and vibrancy of our community. Check out these…
Megan McIver, Chief of Staff, West Series at Lockton Companies, has been a member of AM&AA for nearly three years and in that time has served in several roles including Rocky Mountain Chapter Vice-Chair, National Membership Committee Member, National Chapters Committee member and most recently became the Rocky Mountain Chapter Chair. When asked what…
The closing is a pivotal moment in the history of a business as it marks the formal transfer of a business from one party to the next. Behind every successful closing is months of focus and hard work. Simply stated, a successful closing doesn’t just happen, but is instead the byproduct of extensive negotiations. One…
Most business owners are experts at running their specific businesses. They are not necessarily experts at selling businesses. This is where working with a seasoned brokerage professional can prove to be invaluable. As it turns out, there are endless examples of people trying to save money by simply finding an MBA to handle the sale…
No business owner will be able to stay with their business indefinitely. For this reason, you will either have to eventually sell or hand your business off to the next generation. Let’s take a closer look at the concept of handing a business over to a family member and how you can make sure that…
The last thing that any business owner wants is for a sale to fall through over something that was completely preventable. The good news is that with proper preparation and planning, these mistakes can be minimized or avoided altogether. Workforce Issues One of the top mistakes that business owners can make is allowing for an…
There are many different strategies that will likely be deployed during the sales process. In this article, we’ll focus on how to utilize the Confidential Business Review CBR and/or CIM. Frequently, the Confidential Business Review is also referred to as a Confidential Information Memorandum. But no matter what name is used, the CBR/CIM provides a…
