Generated by All in One SEO Pro v5.0.0.1, this is an llms.txt file, used by LLMs to index the site.

# AMAA

The Alliance of M&A Advisors has a Membership network that spans 25 different countries. We are committed to providing education, networking, and resources for Members who do domestic, international, and cross-border M&A

## Sitemaps

- [XML Sitemap](https://amaaonline.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Member Spotlight: John Cohan Named AM&AA’s 2026 Member of the Year](https://amaaonline.com/member-spotlight-john-cohan-member-of-year/) - AM&AA is proud to recognize John Cohan as the 2026 AM&AA Member of the Year, in recognition of his commitment to excellence in dealmaking, open collaboration, and the culture of shared knowledge that defines the AM&AA community. John is a Partner at Gesmer Updegrove LLP who serves as the Head of their Corporate Department.
- [The State-Line Trap: Why the Federal M&A Broker Exemption Is Not Enough](https://amaaonline.com/the-state-line-trap/) - “The federal M&A broker exemption solved one problem: SEC registration for qualifying deals. It did not solve the state-law problem. Britehorn Securities exists to help independent M&A advisors operate with entrepreneurial flexibility and institutional-grade regulatory support to help bulletproof their fees.”Most independent M&A advisors understand the basic appeal of the federal M&A broker exemption. For
- [AMAA WC 2026 Panel 5 Recap: Taxes, Transactions & Tariffs](https://amaaonline.com/amaa-wc-2026-panel-5-recap-taxes-transactions-tariffs/) - A panel of M&A industry experts turned the spotlight on current trends in alternative financing growth, the characteristics of the various sponsor channels, and the flexibility in capital solutions at the recent AM&AA Winter Conference in Scottsdale, Arizona.
- [AMAA WC 2026 Panel 4 Recap: Fundraising for Emerging Managers](https://amaaonline.com/amaa-wc-2026-panel-4-recap-fundraising-for-emerging-managers/) - A panel of M&A industry experts turned the spotlight on current trends in alternative financing growth, the characteristics of the various sponsor channels, and the flexibility in capital solutions at the recent AM&AA Winter Conference in Scottsdale, Arizona.
- [AMAA WC 2026 Panel 3 Recap: Branding and Digital Readiness in Today’s M&A Market](https://amaaonline.com/amaa-wc-2026-panel-3-recap-branding-and-digital-readiness-in-todays-market/) - A panel of M&A industry experts turned the spotlight on current trends in alternative financing growth, the characteristics of the various sponsor channels, and the flexibility in capital solutions at the recent AM&AA Winter Conference in Scottsdale, Arizona.
- [AMAA WC 2026 Panel 2 Recap: Developing a Model for Successful Acquisition](https://amaaonline.com/amaa-wc-2026-panel-2-developing-model-for-successful-acquisition/) - A panel of M&A industry experts turned the spotlight on current trends in alternative financing growth, the characteristics of the various sponsor channels, and the flexibility in capital solutions at the recent AM&AA Winter Conference in Scottsdale, Arizona.
- [AMAA WC 2026 Panel 1 Recap: New Year, Brighter Future for M&A](https://amaaonline.com/wc-2026-session-6-new-year-bright-future-for-ma/) - A panel of M&A industry experts turned the spotlight on current trends in alternative financing growth, the characteristics of the various sponsor channels, and the flexibility in capital solutions at the recent AM&AA Winter Conference in Scottsdale, Arizona.
- [A Recipe for AI in the Mid-Market](https://amaaonline.com/recipe-for-ai-in-mid-market/) - A Recipe for AI in the Mid-MarketBy Richard B. Price who started the MBA-JD program at the University of Pennsylvania and was its first graduate in 1973. He is a former McKinsey consultant, served as president of what is now Aqua, is an AM&AA member and the founder of the middle market capital transaction platforms
- [Want a Higher Valuation? Start by Looking Like You Deserve One.](https://amaaonline.com/want-a-higher-valuation-start-by-looking-like-you-deserve-one/) - Want a Higher Valuation? Start by Looking Like You Deserve One.Investors Aren’t Just Betting on Your Business, They’re Betting on YouWhen you’re gearing up for a fundraise, acquisition, or strategic partnership, it’s not just your product or metrics under scrutiny.It’s your ability to lead a process.📌 To stay organized under pressure.📌 To move quickly without
- [MEMBER SPOTLIGHT: Elizabeth Zezula, CPA](https://amaaonline.com/member-spotlight-elizabeth-zezula/) - William Wu, CPA, a member of the AM&AA Houston chapter for almost four years, is this month's member in the spotlight.
- [MEMBER SPOTLIGHT: CHRISTINE HOLLINDEN, MBA, CPSM, CEPA, CM&AA](https://amaaonline.com/member-spotlight-christine-hollinden-mba-cpsm-cepa-cmaa/) - Christine Hollinden, MBA, CPSM, CEPA, CM&AA, has been a member of AM&AA since 2016. She leads the Houston Chapter and was voted Member of the Year at the 2025 Summer Conference. How did you first get involved with AM&AA, and what drew you to the organization?A client of my firm was involved in middle-market M&A
- [The New Uncertainty About 'Revenue'](https://amaaonline.com/the-new-uncertainty-about-revenue/) - The New Uncertainty About ‘Revenue’With new accounting rules now in effect, income statement revenue may have little relationship to billingBy William H. Wiersema, CPA, Principal, Miller, Cooper & Co., Ltd.New revenue recognition rules in accounting became effective for Dec. 31, 2019, year ends. The most significant change is recording it “Over Time” (OT), meaning during
- [MEMBER SPOTLIGHT: William Wu, CPA](https://amaaonline.com/member-spotlight-william-wu-cpa/) - William Wu, CPA, a member of the AM&AA Houston chapter for almost four years, is this month's member in the spotlight.
- [MEMBER HIGHLIGHT: LAMAR STANLEY](https://amaaonline.com/member-highlight-lamar-stanley/) - May's AM&AA member spotlight on Lamar Stanley, Managing Director of Highland Rim Capital.
- [Buyer (and seller) beware](https://amaaonline.com/buyer-and-seller-beware/) - Buyer (and seller) beware The top financial issues in buying and selling a business By William H. Wiersema, CPA, Principal, Miller, Cooper & Co., Ltd. Financial due diligence is a major step in mergers and acquisitions for both buyers and sellers. At this stage, the represented cash flows of a business, technically known as Earnings
- [MEMBER SPOTLIGHT: Sunny Erdman](https://amaaonline.com/member-spotlight-sunny-erdman/) - Sunny Erdman joined AM&AA in 2022 and quickly became an active leader in our community, currently serving as Vice-Chair of the Virtual Chapter and Co-Chair of the Pittsburgh Chapter. With a deep commitment to helping business owners grow and succeed, Sunny brings strategic clarity, a collaborative spirit, and a sharp eye for opportunity to the M&A space. We’re excited to spotlight her contributions and insights this month.
- [Sharevault: Powering Secure M&A Collaboration](https://amaaonline.com/sharevault/) - Want a Higher Valuation? Start by Looking Like You Deserve One.Investors Aren’t Just Betting on Your Business, They’re Betting on YouWhen you’re gearing up for a fundraise, acquisition, or strategic partnership, it’s not just your product or metrics under scrutiny.It’s your ability to lead a process.📌To stay organized under pressure.📌To move quickly without cutting corners.📌To
- [WC 2025 Session 5 - Trends in Financing You Should Know About](https://amaaonline.com/wc-2025-session-5-trends-in-financing-you-should-know-about/) - A panel of M&A industry experts turned the spotlight on current trends in alternative financing growth, the characteristics of the various sponsor channels, and the flexibility in capital solutions at the recent AM&AA Winter Conference in Scottsdale, Arizona.
- [Speed as the Key to Closing a Deal](https://amaaonline.com/speed-as-the-key-to-closing-a-deal/) - The AM&AA Winter Conference featured a session for advisors, investment bankers, and private equity professionals, detailing techniques to close deals more quickly, and properly capitalizing on opportunities in today’s marketplace.
- [MEMBER SPOTLIGHT: West Clark](https://amaaonline.com/member-spotlight-west-clark/) - How long have you been a member of AM&AA, and what leadership roles have you held? I joined AM&AA in early 2024 after attending an event in Chicago that left a strong impression on me. By February 2025, I was honored to be appointed Chair of the Atlanta Chapter—an exciting opportunity to help grow the
- [Building Trust Through Organization and Transparency in the Diligence Process](https://amaaonline.com/building-trust-through-organization-and-transparency-in-the-diligence-process/) - A panel of M&A industry experts turned the spotlight on pre-Letter of Intent (LOI) due diligence during a discussion at the recent AM&AA Winter Conference in Scottsdale, Arizona.
- [Exploring the Expanding Continuation Vehicle Market](https://amaaonline.com/exploring-the-expanding-continuation-vehicle-market/) - MP DEK: During one of the panels at the recent AM&AA 2025 Winter Conference, experts explored the pros and cons of the $30 billion continuation vehicle space for general partners, limited partners, and secondary investors.
- [Key Takeaways from AMAA’s Winter Conference 2025: Market Trends, Deal Strategies, and Emerging Opportunities](https://amaaonline.com/key-takeaways-from-amaas-winter-conference-2025-market-trends-deal-strategies-and-emerging-opportunities/) - AMAA’s Winter Conference 2025 just wrapped up several days of “Deals in the Desert” at the Scott Resort & Spa in Scottsdale, Arizona. We hope many of you were there to enjoy the lineup of educational content and networking opportunities, but for those who missed here, here are some top takeaways from the week’s programming.
- [The Shape of the M&A Market Moving Forward](https://amaaonline.com/the-shape-of-the-ma-market-moving-forward/) - The first General Session at AM&AA Winter Conference 2025 The AM&AA Winter Conference featured a number of the industry’s top speakers, sharing their perspectives on the future of mergers and acquisitions as we begin a new year. By Eric C. Peck From January 21-22, the AM&AA Winter Conference was held in Scottsdale, Arizona, featuring educational
- [Chapter Leader of the Year Award Finalists](https://amaaonline.com/chapter-leader-of-the-year-award-finalists/) - The AM&AA Chapter Leader of the Year Award recognizes a leader for their outstanding achievements, membership development, and service for their local chapter.
- [MEMBER SPOTLIGHT: RYAN CORCORAN](https://amaaonline.com/member-spotlight-ryan-corcoran/) - Ryan Corcoran, this month’s AM&AA Member Spotlight, known for his M&A expertise and successful track record in guiding deals and building client relationships.
- [The Strategic Guide to SEO: Boosting Your Firm’s Online Visibility](https://amaaonline.com/the-strategic-guide-to-seo-boosting-your-firms-online-visibility/) - The Strategic Guide to SEO: Boosting Your Firm’s Online Visibility by Christine Hollinden is a guide for businesses that want to maximize their visibility.
- [MEMBER SPOTLIGHT: Albert Fialkovich](https://amaaonline.com/member-spotlight-albert-fialkovich/) - Albert Fialkovich has been an AM&AA member for 5 years. He is a member of the Dallas Chapter. 1. How long have you been a member of AM&AA, and what leadership roles, if any, have you held during that time?I have been a proud member of AM&AA for 5 years. During this time, I have
- [Post-closing M&A Disputes](https://amaaonline.com/post-closing-ma-disputes/) - The best way to deal with conflicts between business buyer and seller is by preventing conflicts in the first place By William H. Wiersema, Miller Cooper & Co., Ltd., Principal, CPA, EA Contributing Editor The current market continues to be favorable for those looking to sell small to mid-sized businesses. However, to ensure they receive The best way to deal with conflicts between business buyer and seller is by preventing conflicts in the first place.
- [MEMBER SPOTLIGHT: CHRISTINE HOLLINDEN](https://amaaonline.com/member-spotlight-christine-hollinden/) - Christine Hollinden, Partner at Hollinden, leads the Houston Chapter and is this month's AM&AA member highlight. She's the member focus for the Sep. recap.
- [MEMBER SPOTLIGHT: JENNIFER DeCAMP](https://amaaonline.com/member-spotlight-jennifer-decamp/) - Jennifer deCamp, Director of Partner Development at sbLiftoff, has been a member of AM&AA since March of 2023. She has a client-centered approach to her work and hopes to leave a mark on all she encounters. How long have you been a member of AM&AA and what leadership roles, if any, have you held throughout
- [MEMBER SPOTLIGHT: JOHN COHAN](https://amaaonline.com/member-spotlight-john-cohan/) - John Cohan has been a seasoned member of AM&AA since 2017 and a dedicated leader on the board of the New England chapter.
- [Set Sail for Success: Join the Reception Cruise at AMAA Summer Conference 2024](https://amaaonline.com/set-sail-for-success-join-the-reception-cruise-at-amaa-summer-conference-2024/) - Set Sail for Success: Join the Reception Cruise at AMAA Summer Conference 2024 The AMAA Summer Conference 2024 is thrilled to unveil an exclusive addition to this year’s agenda: the Summer Conference Reception Cruise. Taking place on the evening of July 31st, this event is designed to be a once-in-a-lifetime experience for all attendees, offering
- [Cultivating Success: The Impact of Business Brokers on Closing Rates](https://amaaonline.com/cultivating-success-the-impact-of-business-brokers-on-closing-rates/) - Business brokers and M&A advisors consistently improve closing rates. There are many reasons why this is the case and, in this article, we’ll explore some of the top reasons why brokerage professionals get results. When it comes to selling a business, few variables are as important as how your business is presented. A key area
- [Member Highlight: Kate Soto](https://amaaonline.com/member-highlight-kate-soto/) - Kate Soto, Partner at Mirus Capital Advisors, has been a member of AM&AA since 2022. She currently serves on the board of the New England chapter. She has a passion for both teaching business owners how to build a sound financial footing, and learning how businesses carve out their place in the market.
- [Hope Notes – Improving Collection on Purchase Money Promissory Notes in Business Sales that are Subordinate to a Senior Loan](https://amaaonline.com/hope-notes-improving-collection-on-purchase-money-promissory-notes-in-business-sales-that-are-subordinate-to-a-senior-loan/) - Hope Notes – Improving Collection on Purchase Money Promissory Notes in Business Sales that are Subordinate to a Senior Loan By: Charles A. Guerin, Shareholder at Munsch Hardt Kopf & Harr, P.C. Sometimes business sales are structured so that part of the purchase price is the Buyer’s cash, part of the purchase price
- [Strategies for Maximizing Market Dominance: Key Steps to Boosting Business Value](https://amaaonline.com/strategies-for-maximizing-market-dominance-key-steps-to-boosting-business-value/) - At some point, you will need to sell your business. When the time comes to put your business on the market, it is in your best interest if your business has a dominant position in the market. Potential buyers will be far less excited about your business if you are playing catch-up to one or
- [The Emotional Side of Selling Your Business](https://amaaonline.com/the-emotional-side-of-selling-your-business/) - It is easy to get lost in the numbers when it comes to selling your business, but it is important to remember that the numbers only tell one side of the story. Both buying and selling a business come with significant mental and emotional ramifications. Why is this so critical to understand? Sellers who are
- [Why Should You Buy an Established Business?](https://amaaonline.com/why-should-you-buy-an-established-business/) - A pre-existing business is a proven commodity. A new business, regardless of how great your idea may be, will always have a future that is uncertain. You can hire many consultants and plan meticulously. Yet, even with the best ideas and most experienced consultants, your newly minted business could still quickly fail. A business with
- [What Should You Expect from Your Business Intermediary?](https://amaaonline.com/what-should-you-expect-from-your-business-intermediary/) - Eventually every business owner needs to sell or think about who will take over their business when they retire. Working with an intermediary is an easy and streamlined way to jumpstart the process and learn what mistakes to avoid. A business broker or M&A advisor can help you to understand what steps to take to
- [Member Highlight: Brian Steffens](https://amaaonline.com/member-highlight-brian-steffens/) - Brian Steffens, Managing Director, Buy-Side Advisory, of G2 Capital Advisors, has been a dedicated member of AM&AA for over twelve years and in that time has shown a dedication to M&A based education and networking, including holding his CM&AA title for those twelve years as well as participating in AM&AA's Education Committee and now the
- [How to Save a Deal](https://amaaonline.com/how-to-save-a-deal/) - Few business owners truly understand the complex dynamics of making a deal. Having never participated in selling a business before, the majority of business owners are blissfully unaware of what it takes to turn the dream of selling a business into a reality. Having a brokerage professional by their side is an easy way for
- [How Business Owners Can Leverage AI](https://amaaonline.com/how-business-owners-can-leverage-ai/) - Artificial Intelligence has certainly received more than a bit of attention in the last two years. It’s no wonder that many business owners wonder how best to use this tool to gain an edge over the competition. Currently, the cost of ChatGPT-4 is only $20 per month, which is a very nominal cost considering its
- [Options for Family Owned Businesses](https://amaaonline.com/options-for-family-owned-businesses/) - If you own a family-owned business, you may feel as though there are more factors to consider when it’s time to sell. In this article, we’ll examine some of the best options that business owners can use. You’ll want to keep in mind that both internal and external strategies are available to you. Let’s take
- [Understanding the Modern Buyer](https://amaaonline.com/understanding-the-modern-buyer/) - A key part of the American Dream is the notion of being financially independent and controlling one’s own fate. While times have changed, the idea of the American Dream is alive and well. Entrepreneurs have long realized that one of the quickest ways of achieving this dream is to own a successful business. The majority
- [The Top Four Reasons Why Deals Fall Apart](https://amaaonline.com/the-top-four-reasons-why-deals-fall-apart/) - It takes a lot of work to buy or sell a business. When a once promising deal is not successful, this can be due to a wide array of reasons. However, understanding the reasons why a deal can fall apart in advance can serve to dramatically increase your odds of success. Some of the reasons
- [6 Critically Important Aspects of Due Diligence](https://amaaonline.com/6-critically-important-aspects-of-due-diligence/) - Performing due diligence as a part of your company’s annual review is a smart move and one that can help your business in a range of ways. Through this means, if the day comes that you need or want to sell, then you’re ready to go. There are six key areas of due diligence that
- [7 Important Questions to Ask Yourself When Selling a Business](https://amaaonline.com/7-important-questions-to-ask-yourself-when-selling-a-business/) - There is no denying the fact that for most people, the decision to buy or sell a business is one of the most important professional and financial decisions that they will ever make. Let’s turn our attention to some of the key questions you’ll need to ask. 1. What is really for sale? You’ll need
- [2024 Winter Conference Recap](https://amaaonline.com/2024-winter-conference-recap/) - 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
- [Member Highlight: Megan McIver](https://amaaonline.com/member-highlight-megan-mciver/) - 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
- [Steps for a Successful Closing](https://amaaonline.com/steps-for-a-successful-closing/) - 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
- [Lack of Experience Can Be a True Deal Killer](https://amaaonline.com/lack-of-experience-can-be-a-true-deal-killer/) - 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
- [What to Consider Before Handing Your Business Over to the Next Generation](https://amaaonline.com/what-to-consider-before-handing-your-business-over-to-the-next-generation/) - 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
- [What Can Negatively Impact Your Chances of a Sale?](https://amaaonline.com/what-can-negatively-impact-your-chances-of-a-sale/) - 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
- [What You Need to Know About the Confidential Business Review](https://amaaonline.com/what-you-need-to-know-about-the-confidential-business-review/) - 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
- [Making the Most Out of Your Confidentiality Agreements](https://amaaonline.com/making-the-most-out-of-your-confidentiality-agreements/) - Great deals can quickly be derailed when confidentiality agreements are not properly used and observed. The number of headaches that can occur due to a failure to follow the requirements of a confidentiality agreement are rather extensive. Whether it is employees discovering the potential sale, to the loss of key customers or even alerting a
- [Discovering How to Leverage SBA Lending Options](https://amaaonline.com/discovering-how-to-leverage-sba-lending-options/) - For most entrepreneurs, finding the money to launch their first business stands as a tremendous challenge. The good news is that getting a loan through the Small Business Association (SBA) is turning out to be a viable option for many business owners. The SBA doesn’t directly provide loans itself, but instead, works to facilitate lending.
- [Employees and the Long-Term Success of Your Business](https://amaaonline.com/employees-and-the-long-term-success-of-your-business/) - There can be no doubt that the quality of your employees will directly impact the quality of your business and its long-term value. Employee quality and the success of your business are intrinsically linked. Unfortunately, far too many entrepreneurs learn this lesson too late, and their businesses suffer as a consequence. Employees who do not
- [Rocky Mountain Inaugural Members-Only Dinner](https://amaaonline.com/rocky-mountain-inaugural-members-only-dinner/) - Bill McCalpin recently filled us in on the Rocky Mountain Chapter's wildly successful inaugural member-only dinner. "It was a total home run! Special thanks to Christine for sharing best practices and what worked for their first members-only event in Houston last month." Some Highlights: They sold out the space with 37 attendees. 100% attendance rate
- [Member Highlight: Jay Russ](https://amaaonline.com/member-highlight-jay-russ/) - Jay Russ, Business Development Director at Doeren Mayhew, has been an AM&AA member since January 2023. He joined just prior to the St. Pete Winter Conference and was approached to help start the Detroit Chapter which was created this year. Jay is currently on the Executive Committee for the Detroit Chapter as well as the
- [How Can You Find the Ideal Buyer for Your Business?](https://amaaonline.com/how-can-you-find-the-ideal-buyer-for-your-business/) - In the day-to-day routine of running your business, it is easy to forget that eventually the day will come when you need to sell. The last thing that any business owner wishes to discover is that they are ready to exit, but they are hopelessly underprepared. One of the key ways to prevent this from
- [Key Steps for All First Time Buyers](https://amaaonline.com/key-steps-for-all-first-time-buyers/) - Are you a first-time business buyer? If so, it is critical that you work with a business broker or M&A advisor. If you’ve never purchased a business before, you simply can’t anticipate all that is involved in buying a business. Buying a business is vastly different than buying a home, which is typically the largest
- [What Are the Financial Considerations of Seller Financing?](https://amaaonline.com/what-are-the-financial-considerations-of-seller-financing/) - Deciding how the purchase of a business should be structured is no small task. If you are planning to help finance the sale of your business, you’ll want to tackle this issue very early in the sale process. When it comes to small business sales, a high percentage of deals include some seller financing. Here
- [Member Highlight: Roger Schoenfeld](https://amaaonline.com/member-highlight-roger-schoenfeld/) - Roger Schoenfeld, the Managing Director and Principal at Cross Keys Capital Midwest, has been an AM&AA member for the last eight years. He is currently the Leadership Group Chair of the Midwest AM&AA Chapter and part of the National Council. When asked what drives his commitment to his craft and industry, Roger replied: Helping
- [Prepare for Your Exit When You Launch Your Business](https://amaaonline.com/prepare-for-your-exit-when-you-launch-your-business/) - You’ll often hear business brokers and M&A advisors say that the right time to prepare for your exit is when you first launch. By that they mean that it’s important to always be thinking about how to optimize your business so that it is streamlined for an eventual sale. Some of the savviest entrepreneurs and
- [The Different Buyers You Might Encounter](https://amaaonline.com/the-different-buyers-you-might-encounter/) - If you’re selling a business for the first time, you might have a preconceived notion of the type of buyer that’s most likely to purchase your business. However, the truth is that sellers often get competitive and attractive offers from buyers that they were not expecting to have an interest in their business. Let’s take
- [The Complexities of Business Valuations](https://amaaonline.com/the-complexities-of-business-valuations/) - Many buyers and sellers are not aware of the complexities that go into appraisals for businesses. To get the most accurate results, a business needs to be looked at from a variety of angles. When completing a business valuation, we look at everything from comparable businesses to EBITDA. There are a lot of nuances involved
- [Why Do Sellers Often Face an Array of Surprises?](https://amaaonline.com/why-do-sellers-often-face-an-array-of-surprises/) - Experts recommend that sellers prepare years before they plan to put their businesses up for sale, and there are many good reasons why they make this recommendation. A wide range of factors can interfere with the sale of a business, ranging from life changes like divorce and burnout to a new competitor moving into town.
- [The Main Reasons Why the Sale of Your Business Can Fall Through](https://amaaonline.com/the-main-reasons-why-the-sale-of-your-business-can-fall-through/) - Selling any business can be complicated. Finding the right buyer is one hurdle that must be overcome. However, even once the right buyer has been found, there are still many reasons why a deal can collapse. Unpredicted Events It is important to realize that you can do everything perfectly and “acts of fate” can still
- [Member Highlight: Sharon Heaton](https://amaaonline.com/member-highlight-sharon-heaton/) - Sharon Heaton, the Chief Executive Officer of sbLiftOff, has been an AM&AA member for 3 years now. She has served on the Executive Committee of the DC/MD/VA Chapter for 2 years, and is currently the Chair of the Executive Committee. When asked what drives her commitment to her craft and industry, Sharon replied: The
- [Help Buyers to Understand How You Excel](https://amaaonline.com/help-buyers-to-understand-how-you-excel/) - No business is perfect, but when you are preparing your business to be sold, it is imperative that you lead with your strengths. That’s why it is important to work with a business broker or M&A advisor to identify, catalog and work to remedy any weaknesses. When presenting your business to prospective buyers, focus on
- [Four Questions to Ask Yourself Before Purchasing a Business](https://amaaonline.com/four-questions-to-ask-yourself-before-purchasing-a-business/) - Truly understanding a business is much like understanding the condition of a car. It is necessary for a skilled mechanic to “pop the hood” to access the true condition of a car. In much the same way, you and your team of experts need to “pop the hood” of the business in order to understand
- [M&A Access: April 1](https://amaaonline.com/ma-access-april-1/) - In this inaugural edition of M&A Access, we’ll bring you critical insights into both how our industry is responding to the current health crisis and how top executives are addressing the simple challenges of getting business done. First, Chris Blees, President and CEO of BiggsKofford, discusses the stimulus package included in the CARES Act, and
- [M&A Access: April 8](https://amaaonline.com/ma-access-april-8/) - M&A Access will bring you critical insights from Jeff Getty, the Managing Director at Key Bank and Eric Heath, VP of The Tenney Group. First, Jeff Getty discusses retention strategies and legal practices in this critical time. Find out how to keep your business attractive for a buyer. Next, Eric Heath discusses the current “wait
- [M&A Access: April 15](https://amaaonline.com/ma-access-april-15/) - Bill Wiersema, Principal with Miller, Cooper & Co. and Joshua Bobich, Associate with Ballard Spahr will be sharing their thoughts on federal small business provisions and client relationships. Wiersema will discuss the $350 billion business provisions and how companies can use the current crisis to strengthen their business. Then, Bobich will discuss renegotiations and service
- [M&A Access: April 22](https://amaaonline.com/ma-access-april-22/) - How are companies looking to move forward after the COVID-19 crisis? In this episode of M&A Access, Luis de la Prida, Managing Partner, The NYBB Group and Christine Hollinden, Founder, Hollinden | Marketers + Strategists discuss their current biggest concerns. First, de la Prida shares his optimism for certain deals that are still moving forward,
- [We Are United](https://amaaonline.com/we-are-united/) - Colleagues, We have been here before. In times of crisis and in times of challenge—each and every time—we have found a way to preserve and support one another. At AM&AA, we want you to know that we are here for you and we will continue to support the industry in every way that we can.
- [M&A Access: April 29](https://amaaonline.com/ma-access-april-29/) - In this M&A Access videocast, M&A Access will be bringing you insights from Nancy Stone, Founder of Stone Strategic Management, and Taylor Devine, Founder and Managing Partner of The CDI Group. The COVID-19 crisis impacts everyone, and Stone discusses how the crisis can impact employees. How can leaders curb the stress of their employees? Later,
- [M&A Access: May 6](https://amaaonline.com/ma-access-may-6/) - Now is a time to prepare to come out of this pandemic stronger. In this episode of M&A Access, Terry Hannafin, Managing Director of Carter Morse & Goodrich talks survival plans for the mergers and acquisitions industry in a pandemic. Also featured is Victor Bloede, Managing Director of Transitus Capital. Bloede discusses changes in investment
- [Quarterly Sector Update and Interview | Q3 2022](https://amaaonline.com/quarterly-sector-update-and-interview-q3-2022/) - The Forbes M+A Group, SaaS Quarterly Sector Update. By Dan Pellegrino In Q3 we have seen deal flow for the SaaS industry continued its downward trend shown from the first two quarters of 2022. The key drivers for SaaS Companies include Growth Rate, Capital Efficiency (i.e., LTV/CAC Ratio, payment terms, etc.), Market Demand Premium, and
- [Take These Steps Before Buying a Business](https://amaaonline.com/take-these-steps-before-buying-a-business/) - If you’re buying a business, you might be feeling overwhelmed about all the details that are involved, especially if it’s your first business. Buying a business is certainly no small task, and that’s why you’ll want to dive into the process headfirst and make sure that you’ve carefully examined the business. Here are some of
- [Why You Should Address Your Company’s Weaknesses Head On](https://amaaonline.com/why-you-should-address-your-companys-weaknesses-head-on/) - By spotting your company’s weaknesses you can take steps to remedy them and improve operations, however, this is only the beginning of the benefits derived from spotting these types of issues. You should be the world’s foremost expert on your company and the investment that it represents. Identifying and repairing any negative issues will pay
- [Getting the Most out of a Partnership Agreement](https://amaaonline.com/getting-the-most-out-of-a-partnership-agreement/) - As an entrepreneur and business owner, your partnership agreement stands as one of the most important business documents you will sign. Business structures can be as complicated as the people that create those businesses. Quite often, business owners create businesses with friends or loved ones and, as a result, will not have a proper partnership
- [The Tremendous Importance of Maintaining Confidentiality When Selling Any Business](https://amaaonline.com/the-tremendous-importance-of-maintaining-confidentiality-when-selling-any-business/) - When the time comes to sell a business, any business, confidentiality must be placed at the top of the list. One of the quickest ways to damage any business that is for sale is for confidentiality to be breached. Once confidentiality is breached it can be difficult, or even impossible, to contain or repair the
- [3 Tips for Mapping out An Easy Retirement Transition](https://amaaonline.com/3-tips-for-mapping-out-an-easy-retirement-transition/) - Business owners are usually too busy running their business to deal with the fact that retirement will arrive one day. Ultimately, every business owner walks away from their business. The sooner you start preparing for that day, the better off you’ll be. Whether it is an established location, relationships with customers and suppliers, or an
- [What is the Best Time to Sell Your Company?](https://amaaonline.com/what-is-the-best-time-to-sell-your-company/) - The old saying that “timing is everything,” usually applies to selling one’s business. Ultimately, every business owner will have to exit their business, and the sooner one prepares to sell, the better the final results will be. With each passing year, more and more baby boomers are reaching retirement age. In many cases, this means
- [Why is Employee Satisfaction So Important?](https://amaaonline.com/why-is-employee-satisfaction-so-important/) - Your employees are the heart and soul of your business. Therefore, if you want a thriving business, you need to put their satisfaction at the top of your list. After all, if your employees are not happy, this level of negativity will eventually spread to your customers and clients. Before you know it, you may
- [What Serious Buyers Look For](https://amaaonline.com/what-serious-buyers-look-for/) - Obviously, serious buyers want to carefully look at the financials of a company under consideration and all of the other major aspects of the company. However, there are a few other areas that the serious buyer will investigate that sellers may overlook. The Industry – The buyer will want to take a serious look at
- [The Benefits of an Advisory Council](https://amaaonline.com/the-benefits-of-an-advisory-council/) - Experts recommend considering adding an advisory council to your business. This informal board would provide strategic advice on business management related issues. An advisory council would be in place to provide advice to your business, but unlike a board of directors, they will not actually make the key decisions. Further, while a board of directors
- [Cultivating Your Brand Strategy](https://amaaonline.com/cultivating-your-brand-strategy/) - Your brand is a customer’s perception about your business. It determines how they feel about the services and product that you offer. A consistent brand message over time will shape what clients and customers think about you and what you stand for. As a business owner, you need to be able to answer the following
- [An Overview of Term Sheets](https://amaaonline.com/an-overview-of-term-sheets/) - If you’re planning on a business agreement to buy or sell a business, you’ll want to know about term sheets. These non-binding agreements will help with progress for both parties. The information covered in the term sheet should include everything from pricing and terms to special considerations. You can expect it to be between one
- [Chapter Highlight: New England Chapter](https://amaaonline.com/chapter-highlight-new-england/) - The AM&AA New England Chapter was founded in 2014. They have 50 active members and host 4 major events a year, combining education and social activities, in addition to more casual events through the year. They often partner with other professional associations to co-host events in the region. We interviewed Tony Boschetto, Chapter Leader, to
- [Chapter Highlight: Utah Chapter](https://amaaonline.com/chapter-highlight-utah-chapter/) - The AM&AA Utah Chapter was founded in June 2022 and currently boasts a membership of 12 professionals in the field of Mergers and Acquisitions. The chapter meets quarterly to provide a forum for members to network, share knowledge and engage in discussions on current trends and issues in the industry. We interviewed Ty Gatherum, Chapter
- [Is Your Deal Really Going to be Successful?](https://amaaonline.com/is-your-deal-really-going-to-be-successful/) - If you’re selling your business and things are looking positive with your buyer, you might be tempted to start resting easy. If you have a signed letter of intent, you might be even more tempted to think that things are pretty settled. However, the fact of the matter is that much can be uncovered during
- [When Should Sellers Proceed with Caution?](https://amaaonline.com/when-should-sellers-proceed-with-caution/) - Selling your business is typically quite an involved process that takes a series of months. Sellers typically experience a variety of ups and downs during that time. This is true even in the case of the most successful deals. That’s why you will want to keep your eyes open during the process so that you
- [How Improved Negotiation Tactics Can Benefit Your Deals](https://amaaonline.com/how-improved-negotiation-tactics-can-benefit-your-deals/) - There is no underestimating the importance of negotiation when you are buying or selling a business. Let’s take a look at some of the most often used strategies and our recommendations. The Direct Approach One approach in negotiations is what we often refer to as the “take it or leave it” strategy. In this scenario,
- [How Leases Factor into Business Sales](https://amaaonline.com/how-leases-factor-into-business-sales/) - If you’re planning to buy or sell a business that involves a lease, this can lead to an extra level of complication. Oftentimes, such as in the case of a restaurant or retail establishment, the location is essential to the success of the business itself. That means that if you’re buying a business, you’ll have
- [How Can You Identify a Serious Buyer?](https://amaaonline.com/how-can-you-identify-a-serious-buyer/) - No one wants to waste their time and energy trying to sell their business to someone who isn’t actually planning to buy. That’s why it’s so important for you and your business broker or M&A advisor to focus on the most qualified and serious buyers. But how can you really make these kinds of assessments
- [Are You Cut Out to Own a Business?](https://amaaonline.com/are-you-cut-out-to-own-a-business/) - There are clearly qualities that make a person an ideal candidate to be a business owner. On the other side of the coin, however, it’s clear that owning a business isn’t for everyone. Let’s take a look at some of the unique personality aspects that help motivated individuals identify owning a business as a good
- [Can You Buy a Business Without Collateral?](https://amaaonline.com/can-you-buy-a-business-without-collateral/) - If you’ve ever gotten any type of substantial loan, chances are that you’re already familiar with the concept of collateral. This is when something of value is pledged as security. As a result, the lender has something of value that they could potentially take if the loan is not repaid. Collateral is designed to protect
- [2023 Winter Conference Recap](https://amaaonline.com/2023-winter-conference-recap/) - Thank you to each and every sponsor, exhibitor, speaker, and attendee from around the country that joined us at the Vinoy Renaissance St. Petersburg Resort & Golf Club in St. Petersburg, FL, the 2023 Winter Conference was a huge success. The conference featured nine educational sessions where thirty of the M&A industry’s thought leaders shared
- [What is a Partnership Agreement?](https://amaaonline.com/what-is-a-partnership-agreement/) - A partnership agreement is a legal document that provides an outline of how a business will be run. This agreement will often be used by small for-profit businesses when two or more people are involved. It’s an essential document to have, especially in the case when a dispute arises between partners. Even if you have
- [What Are Your Flaws?](https://amaaonline.com/what-are-your-flaws/) - As a business owner, your natural inclination is likely to be considering the strengths of your business and how to perform even better in the future. However, the truth is that sitting back and thinking about your flaws can actually benefit you in the long run. When you have a full understanding of where you
- [BizBuySell Insight Report for 2022](https://amaaonline.com/bizbuysell-insight-report-for-2022/) - BizBuySell has issued their latest insight report, which summarizes market growth and trends from last year. In this report, they have several interesting areas to report including a summary of how lower sales prices and rate hikes impacted the value of businesses in recent months. The report can be found at https://www.bizbuysell.com/insight-report/#reportArchive. Overall Trends in
- [Expectations for Business in 2023](https://amaaonline.com/expectations-for-business-in-2023/) - BizBuySell just released its latest insight report, which tracked sales and growth in 2022 and compared it to the prior year. Overall, we are seeing a high demand for service-based businesses as well as an increase in restaurant business sales. The insight report also reveals what business brokers across the country are expecting for 2023
- [5 Ways that Sellers Can Focus on the Positives](https://amaaonline.com/5-ways-that-sellers-can-focus-on-the-positives/) - When you are looking to sell, always focus on the positive aspects of your business. Many business owners fail to properly make a case for the benefits of their businesses to prospective buyers. Be sure to make it clear that your business has stability and ample financial health. Let’s take a closer look. 1. Prepare
- [The Top 3 Reasons Why Deals Fall Through](https://amaaonline.com/the-top-3-reasons-why-deals-fall-through/) - No one likes to think about the deals that didn’t succeed. However, the fact of the matter is that sometimes things go wrong during the process and a sale doesn’t successfully close. We have pinpointed the most common reasons why this happens into three main categories. By understanding the issues that can prevent a deal
- [The Four Essential Stages of a Closing](https://amaaonline.com/the-four-essential-stages-of-a-closing/) - When it comes to reaching a successful closing, there are four important stages to keep in mind. In this article, we will take a look at the process and what sellers can expect. If you are planning to sell a business, it is also helpful to understand in depth what the stages are from a
- [Data is the Deal](https://amaaonline.com/data-is-the-deal/) - In the fast-paced world of mergers & acquisitions, money is constantly moving as deals are being done. At least that’s what it looks like to the outside world. Inside the M&A ecosystem, any experienced practitioner will tell you that while deals and making moves are the main goal, a lot can get in the way
- [Negotiating the Price Gap Between Buyers and Sellers](https://amaaonline.com/negotiating-the-price-gap-between-buyers-and-sellers/) - Sellers generally desire all-cash transactions; however, oftentimes partial seller financing is necessary in typical middle market company transactions. Furthermore, sellers who demand all-cash deals typically receive a lower purchase price than they would have if the deal were structured differently. Although buyers may be able to pay all-cash at closing, they often want to structure
- [M&A Access: July 1](https://amaaonline.com/ma-access-july-1/) - This week’s M&A Access features Bill McCalpin, CEO and Founder, DealWare Inc. McCalpin delves into the market survey AM&AA conducted and what it revealed about how COVID-19 has affected the M&A market as well where the market is headed in the future. The overview illustrates actionable data and industry-specific insights produced from the report. The robust impact of
- [M&A Access: December 2](https://amaaonline.com/ma-access-december-2/) - This week’s M&A Access features Robert Hutchins, Founder, Ellavoz Impact Capital. Hutchins defines his firm as a social impact private management firm and discusses what that entails. Hutchins also explores the client benefits of this type of investment, including the ability to create sophisticated capital stacks that greatly reduce the dilutable portion of equity investors.
- [M&A Access: December 9](https://amaaonline.com/ma-access-december-9/) - This week’s M&A Access features Christopher Roden, Partner, Eagle Private Equity. Roden expresses how good leaders and management of small businesses have found little ways to innovate their businesses and practices in order to survive the pandemic. Also, Roden illustrates the role projected new policies may play in the recovery efforts.
- [AMAA Summer Conference – Connect 2021](https://amaaonline.com/amaa-summer-conference-connect-2021/) - AM&AA brings back the world of middle-market mergers and acquisitions live and in-person this summer in Dallas, Texas! Network with hundreds of decision-makers, including M&A advisors, capital providers, and investment bankers. Whether you’re on the buy or sell side, you won’t want to miss this must-attend industry event that will yield new deal connections and results.
- [Webinar: Don’t Sleep on Culture: How People Strategy Should be at the Center of the Diligence Process](https://amaaonline.com/webinar-dont-sleep-on-culture-how-people-strategy-should-be-at-the-center-of-the-diligence-process/) - You will walk away from this webinar with an understanding of how HR affects the success of M&A activity through three main strategic areas of focus: Integration Risk Management Plan: define and monetize HR risk and threats to the successful execution of the deal; strategize on corrective action as risks and threats surface. Culture Integration
- [Webinar: The Stakes are High: Understanding the Nuances of the Cannabis and Hemp Industry](https://amaaonline.com/webinar-the-stakes-are-high-understanding-the-nuances-of-the-cannabis-and-hemp-industry/) - In this webinar, you will learn the answers to key questions like: What are the legal liabilities and ramifications of not properly conducting acquisition due diligence? What are the intricacies involved? Find the answers to these questions and kickstart your next business venture.
- [Marketing today is doing all that you know you're not.](https://amaaonline.com/marketing-today-is-doing-all-that-you-know-youre-not/) - You have the chance to tell a story. How? There’s a narrative to behold in your brand and marketing strategy—if you commit to defining and shaping them. And it’s easier than you think. Christine Hollinden, AM&AA member and founder of Hollinden | inbound + strategists, is dedicated to helping M&A firms and their clients
- [M&A Access: June 18](https://amaaonline.com/ma-access-june-18/) - This week’s M&A Access features Michael C. Gillette, Shareholder for Polsinelli. Gillette describes fraud carveouts in the context of M&A transaction documents and why sellers should pay attention to them. He also shares some steps that sellers can take to minimize the risk of post-closing fraud claims by buyers.
- [Take Inventory of Your Company](https://amaaonline.com/take-inventory-of-your-company/) - Most business owners don’t give a second thought to the idea of going to the doctor for an annual physical. So why do they not give the same level of care and consideration to their company? The fact of the matter is that many executives literally go decades without giving their companies a “physical.” They
- [3 Steps for Achieving Pricing Power](https://amaaonline.com/3-steps-for-achieving-pricing-power/) - The simple fact is that most of us want to control our own fate. This fact is especially true for entrepreneurs and business owners. However, the truth of the matter is that for most business owners, their fate isn’t completely in their own hands. For example, a variety of forces can prevent businesses from establishing
- [M&A Access: February 24](https://amaaonline.com/ma-access-february-24/) - This week’s M&A Access features Alan Pawlowski, Partner, Next Point. Pawlowski explains the importance of maintaining sufficient business and personal investments to meet one’s retirement cash-flow needs. He also contends M&A experts can help entrepreneurs understand value drivers and the steps needed to increase the overall value of the business.
- [M&A Access: March 3](https://amaaonline.com/ma-access-march-3/) - This week’s M&A Access features Donna JW Hare, Senior Business Performance Consultant-MidMarket Solutions, Insperity. Hare goes in-depth about what a PEO is, including its purpose to attract and retain talent. She also articulates the advantages and potential liabilities of a PEO structure. You also won’t want to miss Hare’s insightful discussion of companies adjusting their
- [Is Your Business Charging Enough For Goods & Services?](https://amaaonline.com/is-your-business-charging-enough-for-goods-services/) - A small increase in what you charge for your goods and services can make a tremendous difference to your bottom line. The fact is that many businesses could charge more for their goods and services than they do, but fail to do so. Owners often do not realize the great value of charging just one-percent
- [M&A Access: March 10](https://amaaonline.com/ma-access-march-10/) - This week’s M&A Access features Cheryl Aschenbrener, National Leader & Partner, Sikich. Aschenbrener explains what IT due diligence is and why firms should include it in their processes. She also delves into whether Quality of Earnings reports have changed due to the pandemic and what considerations M&A professionals should keep in mind moving forward.
- [When Should You Think About Selling Your Small Business?](https://amaaonline.com/when-should-you-think-about-selling-your-small-business/) - There are many reasons why small companies are put up for sale. Some of the more common reasons can actually have little to do with the company’s general performance. For example, many small business owners discover that they need to sell for health reasons or personal concerns, such as divorce or partnership issues. While a
- [M&A Access: March 17](https://amaaonline.com/ma-access-march-17/) - This week’s M&A Access features Peter Ryan, Partner & Co-Founder, Ryan & Wetmore PC. Ryan explains how the type of deals getting done has changed due to COVID-19, including more escrows and add-backs. He also pinpoints which industries have been the least volatile and which ones people should keep an eye on for investing, buying,
- [The Psychology of Selling – Are You Sure You’re Ready?](https://amaaonline.com/the-psychology-of-selling-are-you-sure-youre-ready/) - More than likely, selling your business is one of the biggest decisions of your life. Unless you own a business, it is impossible to understand just how all-encompassing of a process it can be. With that stated, it is important for business owners to step back and seriously reflect on whether or not they are
- [M&A Access: March 24](https://amaaonline.com/ma-access-march-24/) - This week’s M&A Access features David Asmus, Managing Director, CKS Advisors. Asmus recalls what has surprised him during the pandemic-spurred economic downturn, including businesses retaining their strong values and the adaptability of companies to meet challenges. He also examines how advisors and intermediaries have fared over the past year and what steps stakeholders should take
- [A Private Equity Firm Veteran’s Advice for Business Owners Preparing to Sell](https://amaaonline.com/a-private-equity-firm-veterans-advice-for-business-owners-preparing-to-sell/) - What kinds of insights about selling a business might come from experts at private equity firms? This article includes advice for sellers from industry veteran Lamar Stanley. Stanley is a Director at Gen Cap America, which is a lower middle market private equity firm in Nashville, Tennessee. Since 1988, Gen Cap America (GCA) has made
- [M&A Access: March 31](https://amaaonline.com/ma-access-march-31/) - This week’s M&A Access features Joanne Baginski, Partner & Rocky Mountain Region Transaction Advisory Services Leader, Plante Moran. Baginski breaks down what value-added capital providers look for in their analysis—risks and opportunities. She also professes the key to minimizing risk is to diversify—companies should focus on diversifying their suppliers, products, and clients.
- [The Transformative Benefits of the Entrepreneurial Operating System®](https://amaaonline.com/the-transformative-benefits-of-the-entrepreneurial-operating-system/) - Damon Neth is a Professional EOS Implementer of the Entrepreneurial Operating System®. He co-authored a best-selling book entitled X-Formation: Transforming Business Through Interim Executive Leadership. He also has founded five companies and acquired four other companies. Additionally, Damon Neth is an accomplished entrepreneur and a leading EOS® business coach. EOS® is a powerful set of business tools that provide
- [M&A Acccess: April 7](https://amaaonline.com/ma-acccess-april-7/) - This week’s M&A Access features Michael Sluka, President, MJS Advisors. Sluka explains how the due-diligence process improves salability. He also goes in-depth about what should be done to increase the price from a seller’s perspective.
- [Can Sellers Use Buyer Warning Signs to Their Advantage?](https://amaaonline.com/can-sellers-use-buyer-warning-signs-to-their-advantage/) - When buyers are looking to make a purchase, the most important step they can take is to perform due diligence on both the business and the seller. Yet, it is important to note that a large percentage of sellers fail to do their due diligence on buyers. Deals fail all the time. Sadly, this means
- [M&A Access: April 14](https://amaaonline.com/ma-access-april-14/) - This week’s M&A Access features Scott McKenzie, CPA, Managing Director of the Transaction Advisory Services Practice for Baker Newman Noyes. McKenzie identifies specialized repair and trade businesses, including electrical and plumbing services, as opportunities for small business owners interested in ETAs, and reveals the potential risks when considering ETAs.
- [“Hello” is a Key Part of Making the Right First Impression](https://amaaonline.com/hello-is-a-key-part-of-making-the-right-first-impression/) - Just as people will form judgments and ideas about you as a person based on first impressions, the same holds true for your company. It is always best to put your “best foot forward,” and this is true whether we’re talking about your personal life or business. Periodically, it is prudent for every company to
- [M&A Access: April 21](https://amaaonline.com/ma-access-april-21/) - This week’s M&A Access features Christopher Swink, Senior Client Strategist | Private Business Advisory for BNY Mellon Wealth Management. Swink shares success stories of local businesses pivoting due to the pandemic and economic downturn. He also advises business owners to focus on strategy and details the benefits of engaging a wealth advisor early in the
- [The Top Ten Ways to Avoid Wrecking a Deal](https://amaaonline.com/the-top-ten-ways-to-avoid-wrecking-a-deal/) - Finalizing a deal is usually a complex process, and there is a good deal of room for error, misunderstandings, miscalculations, and good old-fashioned wild cards. That is why it is critical to carefully think through the deal process well in advance. In this article, we’re going to explore the top ten steps you can take
- [M&A Access: April 28](https://amaaonline.com/ma-access-april-28/) - This week’s M&A Access features Christine Hollinden, Principal & Founder for Hollinden Marketers & Strategists. Hollinden pinpoints what small pivots made a big difference on businesses surviving the COVID-19 downturn, namely adopting and integrating technology. She also details how Hollinden Marketers & Strategists challenged clients to leave their comfort zones.
- [5 Tips for Dealing with Customer Complaints](https://amaaonline.com/5-tips-for-dealing-with-customer-complaints/) - Companies of all sizes frequently fail to handle customer complaints appropriately. In the digital era, where complaints can be seen by hundreds, thousands or go viral to millions, it is essential that customer complaints, especially serious ones or ones backed by considerable emotion, are treated seriously and dealt with in a timely manner. If you
- [M&A Access: May 5](https://amaaonline.com/ma-access-may-5/) - This week’s M&A Access features Anthony Bahr, Managing Director for Strategex. Bahr provides an overview of what a Net Promoter Score (NPS) is, its effectiveness, and much more surrounding it.
- [What You Should Know About Selling Your Business](https://amaaonline.com/what-you-should-know-about-selling-your-business/) - There can be no doubt that selling your business stands as one of the most complex and important decisions you’ll likely ever make. It is quite often the case that a business represents decades, or even a lifetime, of dedicated work. In this article, we’ll examine some of the key steps that you should take
- [M&A Access: May 12](https://amaaonline.com/ma-access-may-12/) - This week’s M&A Access features Aaron Zeid, Area Senior Vice President for Gallagher Specialty Products, Arthur J. Gallagher & Co. Zeid surveys the current state of the transactional risk market, highlighting its responsiveness to underwriting the COVID-19 pandemic. He also provides valuable advice on how reps and warranties insurance should be structured to provide the
- [Do You Have What It Takes to Find Success in the 21st Century?](https://amaaonline.com/do-you-have-what-it-takes-to-find-success-in-the-21st-century/) - There is no doubt that the times are definitely changing. The COVID-19 pandemic has caused a shift across many industries, and the simple fact is that many industries will never return to the old normal. Success in the 21st century will require a good deal of adaptation and the ability to evaluate where you stand
- [M&A Access: May 19](https://amaaonline.com/ma-access-may-19/) - This week’s M&A Access features Brian Wendler, Principal for National Business Valuation Services. Wendler deciphers contingent or performance earnouts, as well as the difference between earnouts and purchase price adjustments. He also defines common financial metrics, including revenue and gross profits.
- [What a Buyer May Really Be Looking At](https://amaaonline.com/what-a-buyer-may-really-be-looking-at/) - Buyers, as part of their due diligence, usually employ accountants to check the numbers and attorneys to both look at legal issues and draft or review documents. Buyers may also bring in other professionals to look at the business’ operations. The prudent buyer is also looking behind the scenes to make sure there are not
- [M&A Access: May 26](https://amaaonline.com/ma-access-may-26/) - This week’s M&A Access features Peter Pang, Managing Partner for IPO Pang Xingpu Law Firm. Pang illustrates what makes M&A in Chinese markets different than what one might expect. He also highlights how regulations have brought clarity to the M&A world in China and more.
- [M&A Access: June 9](https://amaaonline.com/ma-access-june-9/) - This week’s M&A Access features Bill McCalpin, CEO and Founder for DealWare Inc. McCalpin addresses the findings and analysis of the “2021 Q2 M&A Market Survey” from April through May. He will concentrate on the current level of deal activity, what industry sectors are the most active relative to the last six months, and much
- [Selling Your Business? Do-It-Yourself is Risky Business!](https://amaaonline.com/selling-your-business-do-it-yourself-is-risky-business/) - When the owner of a business makes the decision to sell, he or she is taking a giant step that involves the emotions as well as the marketplace, each with its own set of complexities. Those sellers who are tempted to undertake the transaction on their own should understand both the process and the emotional
- [Top Questions Business Buyers Want Answers To](https://amaaonline.com/top-questions-business-buyers-want-answers-to/) - If you are even thinking about selling your business, it’s important to know the questions that buyers generally want answers to. For example, the first question almost always asked by buyers is: If this is such a good business why is it for sale? How you answer this question can make or break a sale.
- [10 Mistakes that Sellers Make](https://amaaonline.com/10-mistakes-that-sellers-make/) - 1. Not knowing what the business should sell for One of the most costly errors a business owner can make is not knowing the approximate price of his or her business prior to entering the selling process. Although the marketplace ultimately determines the final price, an owner needs to know what the approximate price his
- [How to Achieve High Buyer Success Rates](https://amaaonline.com/how-to-achieve-high-buyer-success-rates/) - Both buyers and sellers have a lot of emotion wrapped up in their respective decisions. It’s completely natural to feel that way. Business Brokers and M&A Advisors can assist clients with their concerns and fears by giving them more information about how the sales process works and also discussing common pitfalls to avoid. In this
- [How Understanding Psychology Can Benefit Your Deals](https://amaaonline.com/how-understanding-psychology-can-benefit-your-deals/) - We work closely with our clients to preserve the integrity of deals so that they have the best chance of a successful closing. An often-overlooked aspect of the process is understanding and embracing human psychology. In this article, we will explore some of the most common ways that psychology comes into play. The Element of
- [12 Ways to Increase the Value of Your Company](https://amaaonline.com/12-ways-to-increase-the-value-of-your-company/) - 1. Build a solid management team. A business with sales of $5 million and up needs a full complement of officers and directors. Such a team might include: a COO, a CFO, a sales manager and, depending on the of type business, an IT director. It is also beneficial to create a Board of Directors with
- [The Advantage of Buying an Existing Business](https://amaaonline.com/the-advantage-of-buying-an-existing-business/) - Most people think of starting a business from scratch, developing an idea, building a company from the ground up. Starting from scratch, however, has its disadvantages including – developing a customer base, marketing the business, hiring employees and creating cash flow … without any history or reputation to rely on. To avoid these challenges, buying
- [What Makes Your Company Unique in the Marketplace?](https://amaaonline.com/what-makes-your-company-unique-in-the-marketplace/) - There are unique attributes of a company that make it more attractive to a possible acquirer and/or more valuable. Certainly, the numbers are important, but potential buyers will also look beyond them. Factors that make your company special or unique can often not only make the difference in a possible sale or merger, but also
- [Buying/Selling a Business: The External View](https://amaaonline.com/buying-selling-a-business-the-external-view/) - There is the oft-told story about Ray Kroc, the founder of McDonalds. Before he approached the McDonald brothers at their California hamburger restaurant, he spent quite a few days sitting in his car watching the business. Only when he was convinced that the business and the concept worked, did he make an offer that the brothers
- [The Often-Overlooked Importance of Leases](https://amaaonline.com/the-often-overlooked-importance-of-leases/) - When buying or selling a business, it is critically important that you evaluate the lease. It is a strange phenomenon that otherwise savvy business people will treat leases as a secondary concern. However, problematic terms in a lease can literally force you to pack up a business and move. This would not only be a
- [Put Your Strengths First When Selling Your Business](https://amaaonline.com/put-your-strengths-first-when-selling-your-business/) - You understand the finer points and potential of your business better than anyone; however, that doesn’t mean that prospective buyers will instantly see your business’s various strengths. When you are looking to sell your business, you have two very important jobs. The first is to get your business ready to be sold. A second essential
- [How to Circumvent Three Legal Mistakes Sellers Make](https://amaaonline.com/how-to-circumvent-three-legal-mistakes-sellers-make/) - After decades of hard work, selling your business can be an exciting and rewarding time. Yet, many business owners overlook the importance of focusing on the legal matters associated with sales. In this article, we’ll explore three of the most significant mistakes sellers make. 1. Use an NDA The first critical mistake that business owners
- [Important Points for Selling to a Family Member](https://amaaonline.com/important-points-for-selling-to-a-family-member/) - Eventually every business owner will have to turn over control of their business to someone else. There are many options for how this can play out. They range from selling the business to a prospective buyer or selling to a competitor, to turning your business over to a family member. It is key that you
- [The 5 Must-Do’s When Considering Buying Any Business](https://amaaonline.com/the-5-must-dos-when-considering-buying-any-business/) - There is no doubt that buying a business can be a very exciting idea; however, it is critical that prospective buyers don’t lose track of what is truly important. Let’s explore the five most important steps that any buyer needs to take when evaluating a business. The simple fact is that as a buyer, you
- [Market Trends Reported in the IBBA and M&A Source Market Pulse Survey: Second Quarter 2021](https://amaaonline.com/market-trends-reported-in-the-ibba-and-ma-source-market-pulse-survey-second-quarter-2021/) - Created in 2012, the IBBA and M&A Source Market Pulse Survey was created to provide business owners and their advisors with a clear understanding of ever-changing market conditions. Through this survey, it is possible to gain clarity on businesses being sold in Main Street (values $0-$2MM) and the lower middle market (values $2MM -$50MM). Scott
- [How Changing Market Conditions Can Impact Your Business](https://amaaonline.com/how-changing-market-conditions-can-impact-your-business/) - Recently, the International Business Brokers Association (IBBA) released its Q2 survey report, The IBBA and M&A Source Market Pulse. This survey features feedback from an impressive 301 brokerage professionals across 44 states with 266 transactions taking place in the quarter. The report had numerous key findings that will be of interest to those looking to
- [The Importance of Quality Negotiations](https://amaaonline.com/the-importance-of-quality-negotiations/) - When it comes to finalizing deals, successful negotiations are at the heart of the matter. It only makes sense to think about how to improve your communication skills and to choose a Business Broker or M&A Advisor who is well versed in the art of negotiation. Cultivating Win-Win Situations Achieving a win-win for all parties
- [Disruptive Factors in Selling Your Business](https://amaaonline.com/disruptive-factors-in-selling-your-business/) - At some point, every business owner will need to think about selling his or her business. This means you’ll need to be ready to overcome a range of obstacles, as the process of selling a business can be both confusing and time-consuming. This is especially true for those who have not gone through the process
- [3 Overlooked Areas to Consider When Buying a Business](https://amaaonline.com/3-overlooked-areas-to-consider-when-buying-a-business/) - Without a doubt, there are a multitude of factors that go into buying a business. Since there are so many variables involved, it is easy to potentially neglect some important aspects. In this article, we will explore some of the key areas that can be overlooked when buying a business. Three areas in particular warrant
- [Are You Truly Ready to Become a Business Owner?](https://amaaonline.com/are-you-truly-ready-to-become-a-business-owner/) - People frequently dream of owning their own business, as ownership has a range of perks and benefits. However, it is important for prospective business owners to step back and consider if they are truly ready. In this article, we will explore three essential questions that you need to answer before taking the next step and
- [The Most Important Factors in Any Partnership Agreement](https://amaaonline.com/the-most-important-factors-in-any-partnership-agreement/) - Every business has an array of important legal documents. However, the partnership agreement holds a unique and important place in your business and its future. The facts are that many people choose to go into business with close friends or family members, and often these personal relationships lead to a forgoing of the partnership agreement.
- [How to Purchase a Business Without Collateral](https://amaaonline.com/how-to-purchase-a-business-without-collateral/) - Many prospective business owners believe that it is impossible to purchase a business without collateral. The simple fact is that banks do expect collateral when making a loan. Since this is the core reality of the business world, it means that many who are eager to own a business will ultimately not be able to
- [Current Insights Regarding the Labor Shortage](https://amaaonline.com/current-insights-regarding-the-labor-shortage/) - BizBuySell’s Insight Report is filled with key statistics and information on a range of topics, including the labor shortage and hiring problems that many businesses currently face. Visit BizBuySell for more information about the findings that they recently reported for the third quarter of 2021. This website also offers an archive of past quarterly reports
- [A Guide for Determining a Reasonable Price for Your Small Business](https://amaaonline.com/a-guide-for-determining-a-reasonable-price-for-your-small-business/) - There is a considerable difference between determining the value of a privately-held company and a publicly-held company. Topping the list of considerable differences is the fact that privately-held companies do not have audited financial statements. Let’s look at how the owners of privately held companies should proceed in establishing a reasonable price for their company.
- [How to Sell and Successfully Launch Your Retirement](https://amaaonline.com/how-to-sell-and-successfully-launch-your-retirement/) - Many business owners are emotionally attached to their businesses, and it is easy to understand why. Typically, business owners invest not only a considerable amount of time and money into their business, but a good bit of themselves as well. Owning and operating a business often becomes part of one’s identity. However, the fact is
- [How Can You Tell If a Potential Buyer is Really Serious?](https://amaaonline.com/how-can-you-tell-if-a-potential-buyer-is-really-serious/) - When you’re trying to sell your business, the last thing you want is to waste time dealing with buyers who aren’t qualified and are unlikely to actually make a purchase. After all, you will not want to reveal details about your business to someone who may be looking to take advantage of the situation. Let’s
- [Questions to Ask When Negotiating a Deal](https://amaaonline.com/questions-to-ask-when-negotiating-a-deal/) - Almost every sale of a business involves a high degree of negotiation between buyers and sellers. In this article, we share some of the questions you can ask yourself to prepare for this part of the process. After all, optimal outcomes are typically only achieved through proper negotiation strategies. Keep in mind that one of
- [Is Your Deal Really Done?](https://amaaonline.com/is-your-deal-really-done/) - Once you get to the stage of your deal where you have a signed letter of intent, you may already be feeling a sense of relief that your deal is near finalization. But remember that the due diligence stage is typically yet to come. This stage includes everything from financial and legal investigations to a
- [What Should You Expect from Term Sheets?](https://amaaonline.com/what-should-you-expect-from-term-sheets/) - If you’re selling your business, at some point you’ll likely be presented with a term sheet. As the name suggests, this document will include the “terms” of the deal including the basic economic terms and conditions of a prospective acquisition. It is a list of conditions to be met if the sale successfully takes place,
- [Leases: Key Considerations That Can Make or Break a Business](https://amaaonline.com/leases-key-considerations-that-can-make-or-break-a-business/) - Are you selling a business that involves a lease? If so, this will be a factor that has significance to a buyer when you go to complete your deal. If your business relies heavily on its location and you don’t own property, then you’ll find the lease will be quite an important consideration for your
- [The Importance of Employee Happiness](https://amaaonline.com/the-importance-of-employee-happiness/) - Everyone knows that good employees are important for a thriving business. That’s why there has been so much emphasis on keeping employees happy. When your employees are feeling not only satisfied, but also valued, they will be more likely to keep your clients satisfied too. Your business will be more likely to thrive and grow.
- [How to Get Ready to Sell Your Business](https://amaaonline.com/how-to-get-ready-to-sell-your-business/) - You may have heard the advice, “the best time to prepare to sell is when you start your business.” While this statement is far from realistic for most business owners and may even sound humorous, it does contain a certain amount of wisdom. When it comes to getting the best outcomes selling your business, preparation
- [An Overview of Goodwill in Business Deals](https://amaaonline.com/an-overview-of-goodwill-in-business-deals/) - Many business owners don’t understand the concept of goodwill or how to calculate it. When a buyer is willing to pay a premium price for a business, far more than the company’s assets would typically dictate, that is considered goodwill. Any company can benefit from understanding how goodwill is cultivated and increasing it within their
- [No Replacement for Experience](https://amaaonline.com/no-replacement-for-experience/) - When it comes time to sell your business and sign on the dotted line, you only have one opportunity to get it right. In many cases, business owners have made critical mistakes while attempting to sell their business. This kind of scenario can often occur when an owner trusts a friend or relative to help
- [What Do Buyers Really Want?](https://amaaonline.com/what-do-buyers-really-want/) - When sellers get ready to put their businesses on the market, they often wonder what buyers are really looking for in an effort to make their businesses as attractive as possible. The answer to this question can seem mysterious when you are on the other side of the bargaining table. So, what are buyers typically
- [The Complexities of Valuations](https://amaaonline.com/the-complexities-of-valuations/) - A lot of training and experience goes into good valuations. A variety of complex factors are involved. Plus, there are certainly some subjective elements. That means that one professional’s valuation may be different from the next. Let’s take a look at some of the factors involved when it comes to achieving an accurate valuation. Intellectual
- [Justifying Your EBITDA](https://amaaonline.com/justifying-your-ebitda/) - All too often a business owner decides to sell, only to learn a number of harsh realities. For example, oftentimes a business owner discovers that their lack of financial data represents a major problem. The simple fact is that prospective buyers will dive in and scrutinize every aspect of EBITDA (Earnings Before Interest, Taxes, Depreciation
- [What You Need to Know About Family Businesses](https://amaaonline.com/what-you-need-to-know-about-family-businesses/) - Family businesses are critical to both the US and World economies. In fact, in the US alone, there are approximately 5.5 million family owned and controlled businesses.[1] While much of the world’s wealth is a byproduct of family-owned businesses, the fact is that most are not actually prepared to sell in a way that will
- [Takeaways from the Latest BizBuySell Insight Report](https://amaaonline.com/takeaways-from-the-latest-bizbuysell-insight-report/) - Whether you are thinking of buying or selling a business, it’s worth taking a look at the quarterly BizBuySell reports. The findings from these publications are taken from analysis of sales and listing prices of approximately 50,000 businesses across the United States. The report covers the statistics of sales prices and successful transactions. It also
- [When It Comes to Selling Your Business, Let Others Do the Heavy Lifting](https://amaaonline.com/when-it-comes-to-selling-your-business-let-others-do-the-heavy-lifting/) - While brokerage professionals are working to sell your business, it’s important for you to keep running things in a smooth and seamless manner. In countless cases, sellers have made the mistake of letting things slide simply because they are distracted while trying to sell. You’ll want to make sure things remain the same, as prospective
- [4 Questions to Ask Yourself Before Buying a Business](https://amaaonline.com/4-questions-to-ask-yourself-before-buying-a-business/) - When in the process of buying a business, some buyers have accidentally overlooked important questions that need to be asked. However, you don’t want to find yourself in a situation where you wish you’d found out details that would have impacted your decision-making. With that in mind, let’s take a look at some often-overlooked inquiries.
- [3 Warning Signs for Sellers to Be Aware Of](https://amaaonline.com/3-warning-signs-for-sellers-to-be-aware-of/) - If you’re getting ready to sell your business, you’ll want to be on high alert for potential warning signs that could potentially derail the deal. Of course, time is of the essence when it comes to finalizing your deal. Why spend time negotiating with a buyer who is either not really interested or is simply
- [Important Factors to Consider in Your Lease](https://amaaonline.com/important-factors-to-consider-in-your-lease/) - Owning and operating a business can be rather demanding and that means from time-to-time details can slip through the cracks. All too often, businessowners don’t fully comprehend their leases and this can lead to a variety of problems. For example, if your business location is a key part of your success, it is incredibly important
- [Not All Buyers Are Created Equal: The Mindset of the Serious Buyer](https://amaaonline.com/not-all-buyers-are-created-equal-the-mindset-of-the-serious-buyer/) - Just as every person is different, the same invariably holds true for buyers. No two buyers are the same. Further, no two buyers have the same mindset, emotional makeup, or approach to business. The simple fact is that buyers opt to buy businesses for a very wide range of reasons. The bottom line is that
- [How Sellers Can Boost Their Levels of Success](https://amaaonline.com/how-sellers-can-boost-their-levels-of-success/) - Many buyers view a publicly-held company as virtually being an open book with at least a modest level of transparency, whereas privately-held companies reveal much less about their inner workings, financial, and otherwise. Of course, this means that buyers of privately-held companies are left with no choice but to dig through whatever information is available
- [Is it Possible to Buy a Business Without Collateral?](https://amaaonline.com/is-it-possible-to-buy-a-business-without-collateral/) - When it comes to getting a loan, you can be certain that a bank will want collateral. This is true for both personal and business loans. Simply stated, if you have collateral, your bank won’t be concerned about being left empty handed if you can’t repay the loan. Many budding business owners are, in fact,
- [Telling the Story of Your Business](https://amaaonline.com/telling-the-story-of-your-business/) - Often selling a business comes down to storytelling. The buyer and seller are the main characters of the story that is being told. The seller is the one relaying the story, and the ideal buyer is the one who truly sees the future opportunity. A Brokerage Professional Can Help Tell Your Story The simple fact
- [AM&AA Summer Conference 2022](https://amaaonline.com/summer-conference-2022/) - The deal-making event of the year is back. If you operate in the M&A Middle Market, the AM&AA Summer Conference is for you. Come to Dallas, TX on July 13-14 and stay at the gorgeous Adolphus Hotel. Let sophistication surround you as you connect with industry leaders in 1-on-1 meetings, during Deal Connect, and during
- [The True Meaning of a Fairness Opinion](https://amaaonline.com/the-true-meaning-of-a-fairness-opinion/) - Many people assume they know what “fairness opinion” means because they are familiar with the term “fair market value.” Fair market value refers to a price that is reasonable for both a buyer and seller in an open and competitive market. However, a fairness opinion is quite different. This term refers to a report that
- [Destination Deal: 2022 AM&AA Summer Conference Recap — Dallas, TX](https://amaaonline.com/destination-deal-2022-amaa-summer-conference-recap-dallas-tx/) - The 2022 Summer Conference was a success. Thank you so much to each and every sponsor, exhibitor, speaker, and attendee from around the country that joined us at the historic Adolphus Hotel in Dallas, TX. The conference featured nine educational sessions where the M&A industry's leading thought leaders shared their knowledge and expertise with
- [4 Takeaways from the Latest BizBuySell Quarterly Report](https://amaaonline.com/4-takeaways-from-the-latest-bizbuysell-quarterly-report/) - BizBuySell is an online resource that focuses on offering unique content that specifically addresses the needs of buyers and sellers. To make this happen, BizBuySell has teamed with a range of experienced business brokers who are covering topics relevant to business owners, buyers, and sellers. For example, they feature articles that focus on how to
- [Three Reasons Why You Might Want to Own a Business](https://amaaonline.com/three-reasons-why-you-might-want-to-own-a-business/) - Have you been thinking that business ownership is for you? Many people are committed to the idea of owning a business and work hard to pursue this goal. Of course, the path towards buying a business is indeed complicated and requires a significant investment of not only money but also time. As a result, you’ll
- [3 Ways to Make Your Business Appealing to Buyers](https://amaaonline.com/3-ways-to-make-your-business-appealing-to-buyers/) - If you are like most business owners, you have never sold a business before and might not have a clear idea of what the process is like. We recommend preparing your business in a way that makes the sale and transition process as easy for your buyer as possible. It should come as no surprise
- [A Look at the Market Pulse Report](https://amaaonline.com/a-look-at-the-market-pulse-report/) - The Market Pulse Report Survey is a resource that has a variety of information that business brokers and M&A advisors regularly utilize to better understand the business landscape. The most recent survey was conducted April 1st to April 15th 2022 and had 360 broker and advisor respondents. It also marked the 40th edition of the
- [Preparing for Your Eventual Retirement](https://amaaonline.com/preparing-for-your-eventual-retirement/) - Many business owners are truly committed to their businesses. As a result, it is very difficult for them to step away even when they approach retirement age. It is not uncommon for business owners to keep working into their golden years. But the truth of the matter is that at some point almost everyone will
- [What You Need to Know About Partnership Agreements](https://amaaonline.com/what-you-need-to-know-about-partnership-agreements/) - There have been countless instances when someone has gone into business with a relative or close friend and made the mistake of skipping a formal agreement. No matter how good a friend may be, you will always want to get the terms of the partnership in writing. A partnership agreement is a vitally important document
- [Selling a Business Means You Should Expect the Unexpected](https://amaaonline.com/selling-a-business-means-you-should-expect-the-unexpected/) - No one ever said selling a business was predictable. However, the truth of the matter is that every sale is different. Even the reasons behind a business owner deciding to sell his or her business vary tremendously. If you are getting ready to sell, it’s important to be aware of the various aspects that could
- [Why Is Confidentiality So Vitally Important](https://amaaonline.com/why-is-confidentiality-so-vitally-important/) - When it’s time to sell a business, you will want to keep confidentiality first and foremost in your mind. The reality is that many deals do not succeed when confidentiality is breached and others learn that your business is for sale. Let’s take a look at why this is the case. What Can Occur When
- [How to Transfer Your Business to a Family Member](https://amaaonline.com/how-to-transfer-your-business-to-a-family-member/) - Are you thinking of transferring your business to a family member? This occurrence is fairly common, especially among small businesses. Here are some considerations that will help with your planning and decision making. Do You Have a Good Contract? Sometimes close family members are tempted to skip a contract, but it’s always a mistake not
- [Storytelling and Its Role in Selling a Business](https://amaaonline.com/storytelling-and-its-role-in-selling-a-business/) - When it comes to selling a business, there is more to it than just relaying the facts. It’s also important to emphasize the story behind the business. Business brokers and M&A advisors are also storytellers, as they must convey to buyers the story behind the business and how it can ultimately be transformed. It is
- [What Does the Road Ahead Look Like?](https://amaaonline.com/what-does-the-road-ahead-look-like/) - Each quarter, the Market Pulse Report issues a report revealing information about market conditions The report is supported by M&A Source and the International Business Brokers Association. The data that is analyzed is based on a comprehensive survey of business brokers and M&A advisors. The report focuses on Main Street businesses (with values up to
- [Common Legal Mistakes That Sellers Make](https://amaaonline.com/common-legal-mistakes-that-sellers-make/) - Nothing strikes fear in the heart of a business owner like a legal mistake. The best way to ensure that you will avoid serious legal issues is to work with a trusted and experienced team. Otherwise, it’s easy to accidentally miss necessary steps. When you’re selling a business, there are a lot of moving pieces,
- [Defending Your Asking Price](https://amaaonline.com/defending-your-asking-price/) - When you’re putting your business on the market, one of the top considerations is your asking price. Once you have a fair price established, let’s take a closer look at how business brokers and M&A advisors work with their clients to back up that price with details concerning why it is justified. Telling the Story
- [5 Elements for Buyers to Investigate](https://amaaonline.com/5-elements-for-buyers-to-investigate/) - When you’re in the process of buying a business, it’s important to stay logical. No matter how good the opportunity may seem at first glance, be sure to carefully evaluate the business in a step-by-step manner. Regardless of how excited you might be about the prospect of ownership; you’ll want to have your guard up
- [Great Tips for Helping You Find a Buyer for Your Business](https://amaaonline.com/great-tips-for-helping-you-find-a-buyer-for-your-business/) - No one keeps a business forever. At some point, you’ll either want to sell your business or have to retire. When the time comes to sell, it is important to streamline the process, experience as little stress as possible and also receive top dollar. In Alejandro Cremades’s recent Forbes magazine article, “How to Find a
- [Business Owners Can’t Always Sell When They Wish](https://amaaonline.com/business-owners-cant-always-sell-when-they-wish/) - A recent and insightful Forbes article, “Study Shows Why Many Business Owners Can’t Sell When They Want To” penned by Mary Ellen Biery, generates some thought-provoking ideas. The article discusses an Exit Planning Institute (EPI) study that outlined the reality that many business owners can’t control when they are able to sell. Many business owners
- [The Hidden Benefits of Planning Your Succession Strategy](https://amaaonline.com/the-hidden-benefits-of-planning-your-succession-strategy/) - Succession planning is something that many business owners fail to think about; however, it turns out there are benefits to succession planning that might not be immediately obvious upon first glance. In this article, we’ll explore a recent Accountancy Daily article, “Succession Planning for Business Owners,” which details the wisdom and benefits of succession planning.
- [Effectively Utilizing Confidentiality Agreements](https://amaaonline.com/effectively-utilizing-confidentiality-agreements/) - Every year countless great deals, deals that would have otherwise gone through, are undone due to a failure to properly utilize and follow confidentiality agreements. A failure to adhere to this essential contract can lead to a myriad of problems. These issues range from employees discovering that a business is going to be sold and
- [Exploring the Offering Memorandum](https://amaaonline.com/exploring-the-offering-memorandum/) - Are you a business owner who is interested in selling? If so, there are some strategies you should undoubtedly use. At the top of the list is the all-important offering memorandum. The offering memorandum, often referred to as a selling memorandum, is a straightforward but highly effective way to help you obtain the highest possible
- [Key Mistakes that Could Impact Your Sale](https://amaaonline.com/key-mistakes-that-could-impact-your-sale/) - The old saying, “an ounce of prevention is worth a pound of cure,” most definitely applies to any business owner that believes he or she will someday want to sell his or her business. The bottom line is that every business owner has to transition out of ownership at some point. In a recent Inc.
- [Understanding M&A Purchasing Agreements](https://amaaonline.com/understanding-ma-purchasing-agreements/) - M&A purchasing agreements can have a lot of moving parts. A recent article from Meghan Daniels entitled, “The Makings of the M&A Purchase Agreement” serves to outline a range of facts including that every M&A deal is different. The article, which serves as a general overview, raises a range of good points. Components of the
- [Understanding Corporate Social Responsibility (CSR)](https://amaaonline.com/understanding-corporate-social-responsibility-csr/) - If you don’t exactly understand what corporate social responsibility (CSR) means, don’t worry. We’ll cover the main points you need to know. CSR is increasingly seen as something that companies of all sizes need to be aware of, so let’s take a closer look at a few of the finer points. There are 4 basic
- [Tackling Growth Delusions When Buying a Business](https://amaaonline.com/tackling-growth-delusions-when-buying-a-business/) - There is no doubt about it, it can be exciting to buy a new business. However, in the process, it is very important that you don’t become unrealistic about future growth. Keep in mind that in the vast majority of cases, if a business is poised to quickly grow substantially, the seller would be far
- [Selling Your Business, Taxes & Tax Structures](https://amaaonline.com/selling-your-business-taxes-tax-structures/) - It is never too early to start thinking about what tax structure you should use when it comes time to sell your business. A simple, but undeniable, rule of life is that taxes matter and they can’t be overlooked. Author Tim Fries at The Tokenist has written an excellent and quite detailed overview article on
- [What Do You Need to Do to Get Your Business Ready to Sell?](https://amaaonline.com/what-do-you-need-to-do-to-get-your-business-ready-to-sell/) - In his recent article in Smart Business entitled, “How to get your business, and yourself, ready for sale,” author Adam Burroughs explores the key points of getting your business ready to sell. Burroughs points to the truism that, at some point, almost every business owner must sell his or her business. For this reason, it
- [The Top Ways to Create an Attention-Grabbing Sales Ad to Sell Your Business](https://amaaonline.com/the-top-ways-to-create-an-attention-grabbing-sales-ad-to-sell-your-business/) - A major part of selling your business is getting the word out. After all, the more people that know your business is for sale, the better off you’ll be. In Bob House’s recent article, “How to Create an Effective Business for Sale Ad and Ensure It Gets the Best Result,” House gives readers an assortment
- [Why You Should Focus on Proper Exit Planning](https://amaaonline.com/why-you-should-focus-on-proper-exit-planning/) - If you are like many business owners, you are primarily focusing on building your business. Yet, as we’ve covered here many times before, you should start thinking about what you’ll need to do to sell your business before you even officially launch. Many businesses can take years to sell or even fail to sell all
- [Should You Sell Your Family Business?](https://amaaonline.com/should-you-sell-your-family-business/) - When the complicating variable of family is added to the equation of selling a business, the situation can get rather messy. Family usually complicates everything and businesses are, of course, no exception. Ken McCracken’s recent article “Family business: to sell or not to sell?” 6 questions to help you make the right decision,” seeks to
- [Determining the Right Time to Sell](https://amaaonline.com/determining-the-right-time-to-sell/) - Determining when it’s finally the right time to sell can be a tricky proposition. If you are thinking about selling your business, one of the best steps you can take is to contact a business broker. A good business broker will have years, or even decades, of proven experience under his or her belt. He
- [What You Need to Know About the Golden Age of Business Acquisitions](https://amaaonline.com/what-you-need-to-know-about-the-golden-age-of-business-acquisitions/) - Business acquisitions are red hot, and all kinds of businesses are being snapped up. Some people are under the impression that only large businesses are being acquired, but this is far from the reality of the situation. It would surprise many to learn that so much of the “action” is, in fact, small businesses buying
- [It’s Time to Exit.  Are you Ready?](https://amaaonline.com/its-time-to-exit-are-you-ready/) - Thinking about whether or not you are ready to exit is an important question. It’s something that every business owner will have to address at some point. Importantly, you don’t want to wait until the 11th hour to prepare to sell your business. There are far too many pieces in this particular puzzle to wait
- [Great Tips for Selling Your Business](https://amaaonline.com/great-tips-for-selling-your-business/) - It takes preparation and focus to sell most businesses. The reality of the situation is that it can take years to achieve this goal. Partnering with a business broker or M&A Advisor is a smart step towards selling any business, as these pros know the very best tips. In that spirit, let’s take a look
- [Finding the Best Business for You](https://amaaonline.com/finding-the-best-business-for-you/) - Owning a business and owning the right kind of business for you are, of course, two wildly different things. Owning the wrong kind of business can make you absolutely miserable. So if you are considering buying a business, it is prudent that you invest the time and effort into determining the best kind of business
- [How to Connect During a Crisis](https://amaaonline.com/how-to-connect-during-a-crisis/) - Small business owners are facing new challenges during this crisis. Communicating with customers requires more focus and depth than ever before. In Mat Zuker’s latest article for Forbes Magazine, he cites Jay Mandel who runs The Collective NYC, a marketing consulting team focusing on a customer’s experience, who underlines the importance of businesses to understand
- [Don’t Fear Failure, Learn from It Instead](https://amaaonline.com/dont-fear-failure-learn-from-it-instead/) - Failure is rarely fun. But it is also a key ingredient in success. While failure can be painful, there is no doubting the fact that the lessons that come from failure can be powerful teachers that provide life-long lessons and even life-trajectory altering results. Summed up another way, failure hurts. But on occasion, not failing
- [Improving Your Telework Habits](https://amaaonline.com/improving-your-telework-habits/) - In her recent April 20th, 2020 Forbes article, “Three Keys to Engaged, Productive Telework Teams,” author Rajshree Agarwal, who is a professor of Strategy and Entrepreneurship, explored how to get the most out of telework. This highly timely article covers some very important territory for many companies dealing with the COVID-19 pandemic. Let’s explore Agarwal’s
- [6 Tips and 90 Days to Protect Your Business](https://amaaonline.com/6-tips-and-90-days-to-protect-your-business/) - There can be no way around it, Inc. contributor Brian Hamilton’s April 2020 COVID-19 centered article, “6 Actions to Take in the Next 90 Days to Save Your Business,” isn’t pulling any punches. Hamilton, Founder of the Brian Hamilton Foundation, believes that the next 90-days could be make or break days for business owners looking
- [Questions for Helping Businesses Survive the COVID](https://amaaonline.com/questions-for-helping-businesses-survive-the-covid/) - Developing Your 90-Day Plan Those who want to make sure their businesses survive this pandemic will want to achieve a laser-like focus. It is important to realize that the forced downtime triggered by the pandemic affords you the opportunity to work on potentially neglected aspects of your business. Summed up another way, now is the
- [M&A Access: May 13](https://amaaonline.com/ma-access-may-13/) - Getting through the current crisis will take extra precautions. In this episode of M&A Access, David Asmus, Managing Director of CKS Advisors, and Jim Frazier, CEO of Program Insurance, Incorporated discuss how to protect your clients and your employees working from home.
- [Now is the Time for Focus](https://amaaonline.com/now-is-the-time-for-focus/) - As of late April 2020, there is one thought at the forefront of the vast majority of businesses around the globe, namely, what steps do I need to take to stay in business until the COVID-19 pandemic is over or recedes? There is no doubt about it, this is the “big question” of the day.
- [How to Make Remote Teams Accountable](https://amaaonline.com/how-to-make-remote-teams-accountable/) - One of the many, many changes that COVID-19 has ushered in is the extreme uptick in people working remotely. Social distancing has made working from home a necessity for millions. The technology that is allowing remote working to take place has matured greatly in the last decade. Today, it is possible for team members to
- [M&A Access: May 20](https://amaaonline.com/ma-access-may-20/) - In this episode, M&A Access brings you insights from Jon Finger, a Partner at McGuireWoods. Also featured is Lindsey Wendler and John O’Neill, Managing Directors at NTA Riverbend. These experts shine some light on the more optimistic data in the M&A space, including the ongoing transactions and the opportunities for various businesses.
- [Dealing with COVID-19’s Economic Impact: Planning and Communication are Key](https://amaaonline.com/dealing-with-covid-19s-economic-impact-planning-and-communication-are-key/) - There are many things that you should be doing to deal with the COVID-19 pandemic. At the top of the list is to be proactive. Now is the time to be thinking about how best to position your business after the economy has returned to something near normal. Now is not the time for self-pity.
- [M&A Access: May 27](https://amaaonline.com/ma-access-may-27/) - In the midst of a pandemic, businesses may need to take pause. In this episode of M&A Access, Chris Dalton, a Partner in Transaction Services with BKD. and Doug Robbins, the President of Robbinex Incorporated discuss the long-reaching implications of COVID-19, including how businesses can prepare for the aftermath.
- [COVID-19 Advice for Hospitality Businesses](https://amaaonline.com/covid-19-advice-for-hospitality-businesses/) - Clearly, some industries are taking a bigger hit from COVID-19 than others. Any industry that requires a great deal of interaction with the public, or where people gather in large groups, are obviously having very tough times. Movie theaters and restaurants, for example, have essentially gone dark. Some restaurants are easing the bloodletting a bit
- [M&A Access: June 3](https://amaaonline.com/ma-access-june-3/) - Businesses now are in survival mode. Bill Loftis, Managing Partner, Blue River and Beau Bourque, VP- Business Development, AIM Business Capital appear on this episode of M&A Access to discuss the impact on future revenue streams and future opportunities.
- [Getting Back to Business After the COVID-19 Pandemic](https://amaaonline.com/getting-back-to-business-after-the-covid-19-pandemic/) - Historians have long known the historical relevance and impact of epidemics and pandemics. Despite our various technological advances and the complexity of our society, disease can instantly change the course of history. Not having a robust global system for dealing with disease and pandemics comes with a hefty price tag. In the case of the
- [M&A Access: June 10](https://amaaonline.com/ma-access-june-10/) - This week’s M&A Access features Walker Deibel, Founder, Acquisition Lab, and Pat Combs, SVP Consulting, Teamalytics. Deibel, author of the entrepreneurial guide Buy Then Build, uncovers the positive aspects COVID-19 is having on M&A dealmaking, including a focus on online business transactions as well as how his new company, Acquisition Lab, is granting clients access to exclusive ETA curriculum. Meanwhile, Combs
- [M&A Access: June 17](https://amaaonline.com/ma-access-june-17/) - This week’s M&A Access features Robert Rough, Managing Director, Telos Capital Advisors and Steven Kerrick, Partner, Advisory Services Team Leader, MCM. Rough illustrates what companies should expect if they decide to restructure following COVID-19 as well as how the uncertainty of PPP loans is impacting the process. Meanwhile, Kerrick explains how MCM’s COVID-19 resource center has helped its
- [M&A Access: June 24](https://amaaonline.com/ma-access-june-24/) - This week’s M&A Access features Teresa Cherry, Principal, Family Wealth Collective and Paul Evans, Director, CRI Capital Advisors. Cherry advises what businesses and owners should be focused on to end the year successfully—notably sound tax advice—and how the Family Wealth Collective helps move deals along. Meanwhile, Evans analyzes current deal trends under LOI and the
- [M&A Access: July 8](https://amaaonline.com/ma-access-july-8/) - This week’s M&A Access features Jesse Abercrombie, Financial Advisor, Edward Jones and Mike Ertel, Managing Director, Transworld M&A Advisors. Abercrombie examines the shifts in clients’ strategies due to COVID-19 and what business owners should be focused on during these uncertain times. Meanwhile, Ertel explains how viewers can become engaged with the M&A initiative—Campaign for Clarity—by supporting legislation and rendering
- [Seller Financing: It Makes Dollars and Sense](https://amaaonline.com/seller-financing-it-makes-dollars-and-sense/) - When contemplating the sale of a business, an important option to consider is seller financing. Many potential buyers don’t have the necessary capital or lender resources to pay cash. Even if they do, they are often reluctant to put such a hefty sum of cash into what, for them, is a new and untried venture.
- [M&A Access: July 15](https://amaaonline.com/ma-access-july-15/) - The latest edition of M&A Access features Cynthia Spigel, Owner & Consultant, Spigel Strategies & Solutions, LLC and Mike Palm, Director, Charter Capital Partners. Spigel explains how human capital makes or breaks a deal—a preview of her upcoming Summer Conference panel discussion, “The Human Side of Due Diligence: The Business of People”—along with the tools and processes that can be
- [Why Does Your Business Need Google Reviews?](https://amaaonline.com/why-does-your-business-need-google-reviews/) - In today’s business climate, reviews are the differentiator. Years ago, people commonly asked for references when they were vetting a product or service. But these days when people are searching for a local business to work with, they are likely to conduct research on their own and read online reviews. Google reviews can give businesses
- [M&A Access: July 22nd](https://amaaonline.com/ma-access-july-22nd/) - This week’s M&A Access features Mark Arciero, Founder & CEO, INTERIM CEO and Private Equity Services. Arciero delves into scaling business, stabilizing an organization, and execution as what should be the primary focuses of businesses during the pandemic. He also pinpoints conservation of cash flow, reducing cost, and maintaining profitability as creative techniques for companies to sustain profitability.
- [The Main Street Lending Program](https://amaaonline.com/the-main-street-lending-program/) - There is no doubt that the COVID-19 situation seems to change with each and every day. The disruption and chaos that the pandemic has injected into both daily life and business is obvious. Just as it is often difficult to keep track of the ebbs and flows of the pandemic, the same can be stated
- [M&A Access: July 29](https://amaaonline.com/ma-access-july-29/) - This week’s M&A Access features Keith Apton, Managing Director – Wealth Management, UBS. Apton breaks down what an ESOP is and why a business opts for it, particularly as a tax-efficient strategy and as a way to preserve business legacy. Also, Apton examines current trends in the marketplace including the partial sale.
- [Essential Meeting Tips for Buyers & Sellers](https://amaaonline.com/essential-meeting-tips-for-buyers-sellers/) - The buyer-seller meeting is quite often a “make or break” meeting. Your business broker or M&A Advisor will do everything possible to ensure that this meeting goes as well as possible. It is vitally important to realize that rarely is there an offer before buyers and sellers actually meet. The all-important offer usually comes directly
- [M&A Access: August 12](https://amaaonline.com/ma-access-august-12/) - This week’s M&A Access features Natasha Todorovic-Cowan, CEO, National Values Center Consulting. Todorovic-Cowan discusses how unraveling the people side of organizational problems leads to more successful deals. She also dives into how her research on leadership has led to a 50–300% increase in clients’ leadership capacities and more.
- [What You Need to Know About Foreign Buyers](https://amaaonline.com/what-you-need-to-know-about-foreign-buyers/) - There is a potentially lucrative group of buyers that many sellers don’t initially think about. We are talking about foreign buyers. While there are some hurdles to working with these types of buyers, it is important to note that there are many huge advantages as well. Let’s take a closer look. How Are Foreign Buyers
- [M&A Access: August 19](https://amaaonline.com/ma-access-august-19/) - This week’s M&A Access features Bob Colgan, SVP, Blacksail Capital Partners. Colgan breaks down the themes he has seen from borrowers and investment bankers since the June 30 mid-year mark, including how PPP money has given borrowers time to pivot in the new COVID-19 reality. Colgan also explains how lenders are genuinely open for business and how Blacksail
- [M&A Access: August 26](https://amaaonline.com/ma-access-august-26/) - This week’s M&A Access features Philip J. Whitman, CEO & President, Whitman Business Advisors LLC. Whitman explains how his company’s business tool, Practice Growth Multiplier, helps clients generate significant bottom-line profits by adding new clients quicker. He also articulates what the biggest concerns are for his clients at this time.
- [Confidential Business Reviews Should Establish Trust](https://amaaonline.com/confidential-business-reviews-should-establish-trust/) - When you are selling a business, your business broker or M&A Advisor will likely create a Comprehensive Business Review, or CBR. This comprehensive document can then be presented to prospective buyers once they have signed all necessary confidentiality documentation. It is essential that this document builds trust between both parties, as this will go a
- [M&A Access: September 2](https://amaaonline.com/ma-access-september-2/) - This week’s M&A Access features Steve Nunn, CEO, Nunn Better Consulting. Nunn articulates how his firm finds new ways to solve old problems by utilizing a people-centric approach and focusing on staff onboarding and retention. Nunn also delves into the value of gauging the performance of management teams and management coaching in today’s new normal.
- [Considering Generational Strategies](https://amaaonline.com/considering-generational-strategies/) - When you are buying or selling a business, you might very well end up making a deal with someone from another generation. Therefore, it only makes sense to take the time to understand that individual’s background and how that might cause behavioral differences. It is important to understand and reflect upon where many of them
- [M&A Access: September 9](https://amaaonline.com/ma-access-september-9/) - This week’s M&A Access features Chuck Mohler, Founder & President, Eagle Corporate Advisors. Mohler discusses the impact COVID-19 has had on business owners in terms of transition planning, emphasizing how businesses with good capital structure are braced for the future. He also elaborates how his company, Eagle Corporate Advisors, can help businesses reach their goals
- [M&A Access: September 16](https://amaaonline.com/ma-access-september-16/) - This week’s M&A Access features Donald H. Noble, CFO, VetCor. Noble explains how VetCor has sustained itself during the pandemic as a recession-proof business that launched new services to increase its revenue. He also delves into how remote means of communication such as video conferencing and social media have allowed the business to remain in
- [Price or Terms: The Structure of the Deal](https://amaaonline.com/price-or-terms-the-structure-of-the-deal/) - An old saying in negotiating the sale of a business goes like this: The buyer says to the seller, “You name the price, and I get to name the terms.” Another saying used to explain the actual value of the term full price: “If we could find you a business that nets you $250,000 a
- [M&A Access: September 23](https://amaaonline.com/ma-access-september-23/) - This week’s M&A Access features Katharine Halpin, Founder & CEO, The Halpin Companies, Inc. Watch as Halpin reconciles with the 1999 KPMG report on why 83% of M&A transactions fail—expressing how the distraction of smartphones and ignoring the people aspect of transactions worsens statistics. Halpin also explains how leaders in emerging companies need to adopt “strategic think-time” to improve
- [M&A Access: September 30](https://amaaonline.com/ma-access-september-30/) - This week’s M&A Access features Ross Schoenfeld, VP, Cross Keys Capital, LLC. Schoenfeld surveys the impact the pandemic has had on his clients and the M&A market in general, noting how valuations for resilient firms has remained steady. He also delves into how Cross Keys Capital, LLC spends considerable time in the onset of the engagement to understand
- [How Should Your Company Deal with an Orphaned Product?](https://amaaonline.com/how-should-your-company-deal-with-an-orphaned-product/) - Keeping a product or service around that isn’t pulling its weight might prove to not be a very good idea. You may have invested a good deal of time and resources into its development, but if that product or service is no longer contributing to your bottom line, it might be time to cut it
- [M&A Access: October 7](https://amaaonline.com/ma-access-october-7/) - This week’s M&A Access features Matt Bjonerud, CEO, Cerebro Capital. Bjonerud dives deep into the Main Street Lending Program (MSLP), which industries in the middle market are most interested in the program, and why. Bjonerud also covers alternatives for corporate borrowers seeking MSLP dollars.
- [Buying a Distressed Business ](https://amaaonline.com/buying-a-distressed-business/) - It is safe to state that Howard Brownstein, President of The Brownstein Corporation, is a true expert in providing turnaround management and advisory services to companies, as well as their stakeholders. Brownstein serves as an independent corporate board member for both publicly held as well as privately-owned companies and nonprofits. During his career, he has
- [Unraveling the Seller’s Predicament](https://amaaonline.com/unraveling-the-sellers-predicament/) - Selling a business isn’t always 100% about the price. It is not like selling a house where typically the most important factor is who places the highest offer. In the end, if the seller is to achieve the most optimal results, there are other variables that should be considered. The idea of selling to a
- [M&A Access: October 21](https://amaaonline.com/ma-access-october-21/) - This week’s M&A Access features Alan Schlotzhauer, CEO, 2717 Group. Schlotzhauer breaks down the current state of both the buy and sell side of the built industry, which includes increased deal scrutiny on behalf of the buyer and more creative solutions from the seller. In light of the pandemic, Schlotzhauer also highlights what M&A professionals should be focused
- [Four Common Seller Mistakes](https://amaaonline.com/four-common-seller-mistakes/) - Sellers are just like everyone else in that they can make mistakes. In this article, we’ll explore some of the most common mistakes that we see along with some of the repercussions. 1. Not Seeing the Buyer’s Point of View The first major mistake that sellers make is that they simply fail to look at
- [M&A Access: October 28](https://amaaonline.com/ma-access-october-28/) - This week’s M&A Access features Anthony Boschetto, Partner, KLR Outsourcing. Boschetto reveals which industries are succeeding during this economic downturn, including IT services, e-commerce, and emerging markets. Boschetto also explains how KLR’s strategic advisory outsourcing practice helps businesses reach their full potential through robust reporting and analysis that can help growth and manage cashflow.
- [M&A Access: November 4](https://amaaonline.com/ma-access-november-4/) - This week’s M&A Access features Ken Gorman, Director, Transworld Business Advisors – London South West. Gorman details how, despite the pandemic, now is the right time to sell your business in order to take advantage of the approximately $1.5 trillion in private equity that’s in search of good investments. As a broker, Gorman also describes what he provides
- [Successfully Navigating Seller Financing](https://amaaonline.com/successfully-navigating-seller-financing/) - Only a small percentage of the population is able to go through life without using some form of financing at some point. Most people have little choice but to finance everything from their home and car purchases to their college education. Now, with that stated, most business owners would love to receive an all-cash offer
- [Turn to the Professionals for Best Results](https://amaaonline.com/turn-to-the-professionals-for-best-results/) - There is a direct relationship between the asking price and the amount of cash on the table at the time of the sale. Buyers and sellers alike should keep one fact in mind. Most businesses involve some level of seller financing. It is customary for both buyers and sellers to have concerns regarding this kind
- [M&A Access: November 11](https://amaaonline.com/ma-access-november-11/) - This week’s M&A Access features Bryan Berent, Managing Partner, Blue River. Berent deciphers the activity on the buy-and-sell side—PE firms have “jumped back into the market with both feet.” Also, as an M&A advisor, Berent unveils hidden value drivers that make the most difference to clients, including management team stability, type of revenue, and more.
- [What Makes a Deal Close?](https://amaaonline.com/what-makes-a-deal-close/) - For every reason that a pending sale of a business collapses, there is a positive reason why the sale closed successfully. What does it take for the sale of a business to close successfully? Certainly there are reasons that a sale might not close that are beyond anyone’s control. A fire, for example, the death
- [M&A Access: November 18](https://amaaonline.com/ma-access-november-18/) - This week’s M&A Access features Kim Clark Pakstys, Board Member & Interim CXO. Pakstys outlines why M&A deals fail to reach their expected value, including poor identification of goals, leadership teams, and culture. Pakstys also details how to maximize success and value creation when making a deal.
- [Zeroing in on Goodwill](https://amaaonline.com/zeroing-in-on-goodwill/) - Goodwill is a term that might cause a little confusion for some. But at its heart, it is a relatively straight-forward concept. Goodwill is generally viewed as a term that encapsulates everything from a business’s reputation to the goods, services and products it provides. The key idea is that there is goodwill if the business
- [M&A Access: November 25](https://amaaonline.com/ma-access-november-25/) - This week’s M&A Access features Jim Friesen MBA, CPA, CMA, CM&AA, Partner, Portage M&A Advisory. Friesen surveys the buy and sell sides in the lower middle markets. Also, Friesen covers what potential clients should know about the divestiture—a critical process that requires planning and having a strong “deal term.”
- [Insights from BizBuySell’s 3rd Quarter Insight Report](https://amaaonline.com/insights-from-bizbuysells-3rd-quarter-insight-report/) - Most business buyers and sellers are wondering what 2021 and beyond will bring. BizBuySell and BizQuest President Bob House provided a range of insights stemming from BizBuySell’s 3rd Quarter Insight Report and a survey of over 2,300 business owners. The simple fact is that the pandemic has most definitely had a major impact on the
- [How to Optimize Your Chances of Selling Your Business](https://amaaonline.com/how-to-optimize-your-chances-of-selling-your-business/) - The simple fact is that selling your business is likely to be the single most important financial decision you’ll ever make. With this important fact in mind, it is essential that you prepare far in advance. Let’s dive in and take a look at some of the key items you’ll want to check off your
- [Getting the Most Out of Confidentiality Agreements](https://amaaonline.com/getting-the-most-out-of-confidentiality-agreements/) - When it comes to buying or selling a business, there is no replacement for a solid confidentiality agreement. One of the key ways that business brokers and M&A advisors are able to help buyers and sellers alike is through their extensive knowledge of confidentiality agreements and how best to implement them. In this article, we
- [M&A Access: December 16](https://amaaonline.com/ma-access-december-16/) - This week’s M&A Access features Allen E. Amun, President, Amun Industries. Amun articulates how IT contributes and preserves value in the integration process of an M&A deal as the “nervous system of modern business.” Amun also highlights the risks and threats buyers face if not accurately assessing a seller’s IT readiness, including “longer turnaround times
- [The Importance of Owner Flexibility](https://amaaonline.com/the-importance-of-owner-flexibility/) - You shouldn’t expect to sell your company overnight. For every company that sells quickly, there are a hundred that take many months or even years to sell. Having the correct mindset and understanding of what you must do ahead of time to prepare for the sale of your company will help you avoid a range
- [M&A Access: December 23](https://amaaonline.com/ma-access-december-23/) - This week’s M&A Access features Robert Burger, Partner, B2B CFO®. Burger uncovers the two major considerations in deciding on an inside sale—the ability to run a business successfully and ensure continuity as well as a clear path to fund the transition. Burger also urges business owners to think through all considerations at the front-end of
- [M&A Access: December 30](https://amaaonline.com/ma-access-december-30/) - This week’s M&A Access features Rahsaan Freeman, CM&AA, Managing Director and Scott Lundt, CMAA, MSFE, Director-Corporate Analysis and Strategy of Freeman Lundt. Lundt addresses the importance of understanding leverage and the opportunities it presents in the lower middle market during these challenging times. Meanwhile, Freeman details strategies Freeman Lundt has in place to help uncover
- [M&A Access: January 6](https://amaaonline.com/ma-access-january-6/) - This week’s M&A Access features Bill Wiersema, Principal, Miller Cooper & Co. He examines the major provisions of the new stimulus and how the new round of PPP loans differ from the initial installment. Wiersema also covers the additional remedies that have become available to businesses due to COVID-19, including more access to relief and
- [M&A Access: January 13](https://amaaonline.com/ma-access-january-13/) - This week’s M&A Access features Richard Wright, Owner, Accounting Done Wright CPA. Under the incoming Biden administration, Wright advises business owners to expect an increase in the corporate tax rate. He also urges buyers to do their due diligence and ensure the seller has done everything needed to ensure the PPP loan is forgiven, while
- [M&A Access: January 20](https://amaaonline.com/ma-access-january-20/) - This week’s M&A Access features Brett Hickey, Founder & CEO, Star Mountain Capital. He examines how a business’s goals and needs—strategic personnel, knowledge, relationships, and resources—are key factors to weigh when making an acquisition. Hickey also highlights what providers of this value-added capital look for in their analysis, including clear growth opportunities and middle market
- [Ownership Transition Survey Results on feedback and answers from family-owned businesses](https://amaaonline.com/ownership-transition-survey-results-on-feedback-and-answers-from-family-owned-businesses/) - Mass Mutual Life Insurance produced an ownership transition survey back about a decade ago. The survey results were based on feedback and answers from family-owned businesses. It produced some very interesting results, and is worth examining even today. While the survey at this point is quite outdated in terms of the timeline, there are still
- [M&A Access: January 27](https://amaaonline.com/ma-access-january-27/) - This week’s M&A Access features Ron Kerdasha, Managing Director/Regional Group Head, Fifth Third Business Capital. He advises what small and medium-sized businesses can do to respond to adverse challenges, including taking a diligent approach to hiring managers and advisors. Kerdasha also explains the benefit of utilizing asset-based lending centered around assets—receivables, inventory, equipment, or real
- [Maximizing Your Time by Rating Buyer Seriousness](https://amaaonline.com/maximizing-your-time-by-rating-buyer-seriousness/) - Your time is your most valuable commodity. The simple fact of the matter is that many “buyers” are not truly buyers. In contrast, they are often window shopping or acting out a fantasy of buying a business. In other cases, they would only plan to buy if they were to find the “deal of the
- [M&A Access: February 3](https://amaaonline.com/ma-access-february-3/) - This week’s M&A Access features Andy Greenberg, CEO, GF Data/Greenberg Variations Capital. He details GF Data analytics’s most interesting revelations, particularly the incredible resiliency of the M&A market and the overall economy. Greenberg also pinpoints the interplay between the deals that come to market and the debt support for those transactions as the most critical
- [Why Businesses Get Into Trouble](https://amaaonline.com/why-businesses-get-into-trouble/) - No two companies are quite alike, and this also means that there are many reasons why companies can fall into trouble. While the number of variables involved in operating a company are practically endless, there are a handful of reasons why companies can fall on hard times. Let’s take a closer look. Lacking Focus Companies
- [M&A Access: February 10](https://amaaonline.com/ma-access-february-10/) - This week’s M&A Access features Silvana Capaldi, Founder & President, Ispirare Group. She breaks down the Tampa Bay market—successful businesses are pivoting to accommodate the pandemic and are not abandoning their marketing budgets. Capaldi also delivers advice to business owners moving forward.
- [John Warrilow’s The Art of Selling Your Business](https://amaaonline.com/john-warrilows-the-art-of-selling-your-business/) - John Warrilow is the founder of The Value Builder System and accomplished author. While not a business broker himself, Warrilow has gathered considerable knowledge and expertise on the industry. His previous book Built to Sell was listed as one of the best business books of 2011. In this article, we will explore some of the
- [M&A Access: February 17](https://amaaonline.com/ma-access-february-17/) - This week’s M&A Access features Earl W. Swink, CPA, Swink Coplen & Company. He specifies how the CPA should be involved in the deal on the “front end” to achieve the most success. Swink also details how CPAs work with owners to get businesses ready for a potential future sale—CPAs need a five-year lead time,
- [Gaining a Better Understanding of Leases](https://amaaonline.com/gaining-a-better-understanding-of-leases/) - Leases can, and do, play a significant role in the buying or selling of businesses. It can be easy to overlook the topic of leases when focusing on the higher profile particulars of a business. However, leases are a common feature of many businesses and simply can't be ignored. Leases and Working with Your Attorney
- [Service Businesses Perform Highest When It Comes to Sales](https://amaaonline.com/service-businesses-perform-highest-when-it-comes-to-sales/) - Recently, Business Brokerage Press performed a survey of brokers across the country to see what sells at the highest rate, and what they discovered was very interesting. Retail business sold at 17%, food and drink related businesses at 14%, service oriented businesses sold at 25%, auto related businesses sold at 9%, manufacturing businesses sold at
- [Your Company’s Undocumented Worth](https://amaaonline.com/your-companys-undocumented-worth/) - The valuation is a major factor that influences the overall selling price of the property. Business appraisals are based upon a multitude of criteria and indisputable records such as comparables, projections, discount rates, EBITDA multiples, and more. While the appraiser may have all the information he or she needs, the business elements might be overlooked.
- [Selling a Business?  Be Aware of These Four Potential Issues](https://amaaonline.com/selling-a-business-be-aware-of-these-four-potential-issues/) - We've outlined below a few unexpected aspects of the business sale process that can pop up. Sometimes they severely impact the turnaround time of a sale. But if you can understand these potential issues better, you will be better prepared to try to circumvent them. 1. Do You Have Time on Your Side? It's helpful
- [A Deeper Look at Seller Financing](https://amaaonline.com/a-deeper-look-at-seller-financing/) - Buying a business requires a good deal of capital or lender resources. The bottom line is that a large percentage of buyers don't have the necessary capital or lender resources to pay cash and that is where seller financing comes into play. The fact is that seller financing is quite common. In this article, we
- [Defining Goodwill](https://amaaonline.com/defining-goodwill/) - You may hear the word “goodwill” thrown around a lot, but what does it really mean? When it comes to selling a business, the term refers to all the effort that the seller put into a business over the year. Goodwill can be thought of as the difference between the various tangible assets that a
- [Financing the Business Sale: 6 Questions to Know](https://amaaonline.com/financing-the-business-sale-6-questions-to-know/) - How the purchase of a business will be structured is something that must be dealt with early on in the selling process. The simple fact is that the financing of the sale of a business is too important to treat as an afterthought. The final structure of any sale will be the result of the
- [5 Things You Need to Know About Confidentiality Agreements](https://amaaonline.com/5-things-you-need-to-know-about-confidentiality-agreements/) - Confidentiality is a major concern in virtually every business. Quite often business owners become a little nervous when it comes time to sell their business; after all, business owners usually want to keep the fact that they are selling confidential. Yet, at the same time, business owners want to receive top-dollar for their businesses and
- [The Six Most Common Types of Buyers: Pros & Cons](https://amaaonline.com/the-six-most-common-types-of-buyers-pros-cons/) - Business owners considering selling should realize that they have many different types of prospective buyers. Today's prospective business buyers are more sophisticated and diverse than ever before. Let's take a closer look at the different types of prospective buyers and what you should know about each of them. 1. Family Members Family members often buy
- [Understanding Issues Your Buyer May Face](https://amaaonline.com/understanding-issues-your-buyer-may-face/) - Not every prospective buyer actually buys a business. In fact, out of 15 prospective buyers, only 1 actually makes a purchase. Sellers should remember that being a buyer can be stressful. The bottom line is that buying a business is usually one of the single largest financial decisions that a person can make. In this
- [Do You Really Know the Value of Your Company?](https://amaaonline.com/do-you-really-know-the-value-of-your-company/) - It is common for executives at companies to undergo an annual physical. Likewise, these same executives will likely examine their own investments at least once a year, if not more often. However, rather perplexingly, these same capable and responsible executives never consider giving their company an annual physical unless required to do so by rule
- [Are You Sure Your Deal is Completed?](https://amaaonline.com/are-you-sure-your-deal-is-completed/) - When it comes to your deal being completed, having a signed Letter of Intent is great. While everything may seem as though it is moving along just fine, it is vital to remember that the deal isn't done until many boxes have been checked. The due diligence process should never be overlooked. It is during
- [The Deeper Significance of a Listing Agreement](https://amaaonline.com/the-deeper-significance-of-a-listing-agreement/) - Listing agreements are very common when it comes to selling a business. In order to sell a business using a business broker, a listing agreement is usually required. In this article, we will explore this essential agreement and why it is so critical. Signing a listing agreement legally authorizes the sale of a business. The
- [The Top 3 Key Factors to Consider about Earnings](https://amaaonline.com/the-top-3-key-factors-to-consider-about-earnings/) - Two businesses could report the same numeric value for earnings but that doesn't always tell the whole story. As it turns out, there is far more to earnings than may initially meet the eye. While two businesses might have a similar sale price, that certainly doesn't mean that they are of equal value. In order
- [Do You Really Understand Your Customers?](https://amaaonline.com/do-you-really-understand-your-customers/) - The time you invest getting to know and understand your customers is time very well spent. The feedback you get is gold, pure gold. Yet, there are other reasons why this is a prudent move. Let's take a look at some of the key reasons you should learn more about your customers and their specific
- [The Top 3 Unexpected Events CEO’s May Encounter During the Selling Process](https://amaaonline.com/the-top-3-unexpected-events-ceos-may-encounter-during-the-selling-process/) - When it comes time to sell a business, not everything goes as planned. You may be one of the lucky ones and find that selling your business is a streamlined process with only a few unexpected occurrences. But most CEO's looking to sell a business find they can expect the unexpected. Let's take a closer
- [Three Signs You May Be Experiencing Burnout](https://amaaonline.com/three-signs-you-may-be-experiencing-burnout-2/) - Burnout is a strange phenomenon in that often a business owner doesn't know that he or she is experiencing it until it is too late. Owners who feel beleaguered and over stressed frequently want to sell their business and move on. However, buyers are not so eager to accept burnout as a believable reason for
- [The Tremendous Importance of Simply Saying, “Hello!”](https://amaaonline.com/the-tremendous-importance-of-simply-saying-hello-2/) - Far too many customers have grown to expect poor customer service. Whether its rude employees and customer support or impersonal robotic phone system responses, customers are often shocked when they receive pleasant customer service. In such a climate, it is clear that businesses that simply treat customers well are taking advantage of a huge opportunity.
- [The Rise of Women Business Owners](https://amaaonline.com/the-rise-of-women-business-owners-2/) - The National Foundation for Women Business Owners (NFWBO) identifies trends relating to the small business climate for women. New studies examining the role of female entrepreneurs by the NFWBO have yielded some surprising and eye-opening results. A joint IBM, NFWBO study of the top fifty women business owners as well as 10 additional “up-and-coming” business
- [Around the Web: A Month in Summary](https://amaaonline.com/around-the-web-a-month-in-summary-2/) - A recent article posted on Business2Community.com entitled “How to Close the Deal and When to Walk Away When Buying or Selling a Business” explains the business sale process and how to differentiate between a good deal and a bad deal during the process. Closing a deal involves quite a bit of legwork, including producing a
- [Keys to Improving the Value of Your Company](https://amaaonline.com/keys-to-improving-the-value-of-your-company-2/) - The first key is to have your accountant take a look at your accounting procedures and make recommendations on how to improve them. He or she may also help in preparing financial projections for the coming year(s). Getting your company's financial house in order is very important in establishing the value of your firm. The
- [Invest in Creating Happy Employees & You’ll Be Rewarded](https://amaaonline.com/invest-in-creating-happy-employees-youll-be-rewarded/) - The time, effort and money you invest in keeping your employees happy is well worth it for your bottom line. Oftentimes business owners fail to consider the fact that unhappy employees can, and do, negatively impact every aspect of their operation. Your employees are your front line in dealing with your customers. If your employees
- [You’re Experiencing Burnout, Now What?](https://amaaonline.com/youre-experiencing-burnout-now-what/) - A large percentage of business owners are not just owners, but also operators. Owning a business can be exciting and rewarding, but it is also a tremendous amount of unending work. In the end, the “buck” stops with you. With that realization comes a significant amount of stress. It goes without saying that stress can
- [Reasons for Sale](https://amaaonline.com/reasons-for-sale/) - The reasons for selling a business can be divided into two main categories. The first is a sale that is planned almost from the beginning or by an owner who knows that selling is or should be a planned event. The second is exactly the opposite – unplanned; the sale is motivated by a specific
- [Top Four Statistics You Need to Know About Ownership Transition](https://amaaonline.com/top-four-statistics-you-need-to-know-about-ownership-transition/) - If you own a business, then ownership transition should definitely be a central topic in your planning. A few years ago, MassMutual Life Insurance Company conducted a very interesting and thought-provoking survey of family-owned businesses. Obviously, family-owned businesses have their own unique needs and challenges. The MassMutual Life Insurance Company survey certainly underscored this fact.
- [You Know the Old Saying About Loose Lips?  How Does It Impact You?](https://amaaonline.com/you-know-the-old-saying-about-loose-lips-how-does-it-impact-you/) - The saying “loose lips sink ships,” doesn't have ancient origins. While it sounds like one of those sayings that has been around forever, the saying was actually invented during World War II. It was taken quite literally. The idea was that a lack of secrecy could lead to the loses of actual ships or other
- [It’s Time To Embrace CSR (Corporate Social Responsibility)](https://amaaonline.com/its-time-to-embrace-csr-corporate-social-responsibility/) - If you are unfamiliar with CSR or corporate social responsibility, you are certainly not alone. In the coming years, you'll be hearing a lot about CSR. In this article, we'll look at CSR and how, when implemented with sincerity, it can positively impact your company and its operation. Building Your CSR Locally One of the
- [Around the Web: A Month in Summary](https://amaaonline.com/around-the-web-a-month-in-summary-3/) - A recent article posted on Forbes.com entitled “Small Business Owners Are Retiring, And Millennials May Not Fill The Gap On America's Main Street” uses the closing of a 235-year-old hardware store to prove a startling fact: the Millennial generation may not be suited to take over small business ownership like the generations before them. In
- [Three Common Errors Caused by Inexperience](https://amaaonline.com/three-common-errors-caused-by-inexperience/) - The old saying that “there is no replacement for experience” is a truism that has stood the test of time. The simple fact is that a lack of experience can dismantle your deal. Consider the following scenario – a business owner nearing retirement owns a multi-location retail operation that is doing several million in annual
- [When Two Million Dollars is Just Not Enough](https://amaaonline.com/when-two-million-dollars-is-just-not-enough/) - Not everyone wants to sell when they feel as though they have to sell. Life changes, such as divorce or illness, can trigger the sale of a business. Everything from declining business revenue to partnership problems and more can send business owners scrambling for the exit sign. However, selling isn't always an option, especially for
- [Around the Web: A Month in Summary](https://amaaonline.com/around-the-web-a-month-in-summary-4/) - A recent article posted on BizJournals.com entitled “Top 5 rules on preparing your company for sale” explains how the best time to begin preparing your business for sale is right now. The article highlights these main rules to follow: Start auditing your financial statements now as these will be required by the purchaser. Keep appropriate,
- [Around the Web: A Month in Summary](https://amaaonline.com/around-the-web-a-month-in-summary/) - A recent article from Divestopedia entitled “To Sell Your Business, Start with the End in Mind” explains the importance of planning your exit strategy in the early stages of your business. The article points out that emotion plays a big part in humans' decision making process, and when a potential buyer perceives that the owner
- [A Short Story All Family-Owned Businesses Should Read](https://amaaonline.com/a-short-story-all-family-owned-businesses-should-read/) - When it comes to selling a family-owned business there are no shortage of complicating factors, but one in particular pops up quite often. This article contains a true story about a popular family business that was built up from the ground up only to later meet a very sad ending. While this is just one
- [What Do Buyers Want in a Company?](https://amaaonline.com/what-do-buyers-want-in-a-company/) - Selling your business doesn't have to feel like online dating, but for many sellers this is exactly what it can feel like. Many sellers are left wondering, “What exactly do buyers want to see in order to buy my company?” Working with a business broker is an excellent way to take some of the mystery
- [The Difficult Issues Often Attached to Valuing a Business](https://amaaonline.com/the-difficult-issues-often-attached-to-valuing-a-business/) - There is little doubt that valuing a business is often complex. In part, this complexity is due to the fact that business evaluation is subjective. The simple fact is that the value of a business is often left to the mercy of the person conducting the evaluation. Adding yet another level of complexity is the
- [Around the Web: A Month in Summary](https://amaaonline.com/around-the-web-a-month-in-summary-5/) - A recent article posted by The National Law Review entitled “Thinking of Selling? Start Early, Build Your Team” explains the importance of putting together a good team of trusted advisors well in advance of selling your business. Your team should include an attorney, accountant, investment banker, and wealth manager. This team will help you with
- [There’s No Business Quite Like a Family Business](https://amaaonline.com/theres-no-business-quite-like-a-family-business/) - The simple fact is that family businesses are different. After all, a family business means working with family and all the good and bad that comes with it. While an estimated 80% to 90% of all businesses are family owned, relatively few are properly planning for what happens when it comes time to sell. According
- [Similar Companies Can Have Huge Value Differences](https://amaaonline.com/similar-companies-can-have-huge-value-differences/) - Can two companies in the same industry have very different valuations? In short, the answer is a resounding, yes. Let's take an example of two companies that both have an EBITDA of $6 million but with two very different values. In fact, Business One is valued at five times EBITDA, which prices it at $30
- [When Selling Your Business, Play to Win](https://amaaonline.com/when-selling-your-business-play-to-win/) - If you are an independent business owner, you are most likely also an independent business seller–if not now, you will be somewhere down the road. The Small Business Administration reports that three to five years is a long enough stretch for many business owners and that one in every three plans to sell, many of
- [Around the Web: A Month in Summary](https://amaaonline.com/around-the-web-a-month-in-summary-6/) - A recent article posted on PR Newswire entitled “Business owners' love of work may hinder succession planning” explains the parallels between the number of business owners with no plans to retire and the lack of succession planning. In a recent poll, over 70% of business owners said they are not planning to retire, don't know
- [Who Exactly Owns Personal Goodwill and Why Does it Matter?](https://amaaonline.com/who-exactly-owns-personal-goodwill-and-why-does-it-matter/) - Personal goodwill can have a profound impact on both small and medium-sized businesses. In fact, it can even impact the sales of larger companies. Ultimately, understanding how personal goodwill is cultivated is of great value for any company. During the process of building a business, a founder builds one or more of the following: a
- [Buying? Selling? Seven Key Points to Consider](https://amaaonline.com/buying-selling-seven-key-points-to-consider/) - Buying or selling a business is one of the most important decisions that most people ever make. Before jumping in, there are several points that should be taken into consideration. Let's take a moment to examine some of the key points involved in buying or selling a business. Factor #1 - What are You Selling?
- [Red Flags are Not a Pretty Sight](https://amaaonline.com/red-flags-are-not-a-pretty-sight/) - When it comes to selling a business, sellers simply must pay attention to red flags. Problems can always pop up, and that's why they need to keep their eyes open. Rarely does a “white knight” ride in and rescue a business with no questions asked. And if this were to happen, you should be asking,
- [Three Easy & Effective Ways to Negotiate](https://amaaonline.com/three-easy-effective-ways-to-negotiate/) - Far too many prospective business buyers and sellers overlook just how important negotiations can be. But they can also be tricky. In general, there are three approaches to negotiations. Thinking through your negotiation strategies well before the time to buy or sell is a savvy and prudent move. Negotiation Tactic #1 Take It or Just
- [Around the Web: A Month in Summary](https://amaaonline.com/around-the-web-a-month-in-summary-7/) - A recent article from Small Business Trends entitled “41% of Entrepreneurs Will Leave Their Small Business Behind in 5 Years” summarizes a report by a global financial services firm that looks at business ownership and entrepreneurialism in modern America. The report found that almost 60% of wealthy investors would consider starting their own business while
- [Your Deal is Almost Done, Then Again, Maybe Not](https://amaaonline.com/your-deal-is-almost-done-then-again-maybe-not/) - Having a letter of intent signed by both the buyer and the seller can be a very good feeling. Everything can seem as though it is moving along just fine, but the due diligence process must still be completed. It is during due diligence that a seller decides whether he or she is going to
- [The Importance of the Term Sheet](https://amaaonline.com/the-importance-of-the-term-sheet/) - The value of the term sheet shouldn't be overlooked. From buyers and sellers to advisors and intermediaries, the term sheet is often used before the creation of an actual purchase or sale agreement. That stated, it is important that the term sheet is actually explained in detail. Let's take a closer look at its importance.
- [Don’t Let the Dust Settle on Your Lease: 8 Factors to Consider](https://amaaonline.com/dont-let-the-dust-settle-on-your-lease-8-factors-to-consider/) - Owners often neglect understanding their leases and this can be problematic. If your business is location-sensitive, then the status of your lease could be of paramount importance. Restaurants and retail businesses, for example, are usually location-dependent and need to pay special attention to their leases. But with that stated, every business should understand in detail
- [Around the Web: A Month in Summary](https://amaaonline.com/around-the-web-a-month-in-summary-8/) - A recent article posted on the Axial Forum entitled “What Do Buyers Look for in the Lower Middle Market?” explains how to make your business valuable to potential buyers and how to find the right buyers for your business. The buyers in the lower middle market are usually strategic buyers, financial buyers, private equity firms,
- [How Your Employees Can Boost Profits and Values](https://amaaonline.com/how-your-employees-can-boost-profits-and-values/) - The simple fact is that without employees, you don't have a business. Given the tremendous importance of your employees, it is important to step back and reflect on the value associated with keeping those employees happy. There is a direct relationship between happy employees and happy customers. A happy employee takes steps to ensure that
- [If You’re Selling, Get Ready to Expect the Unexpected!](https://amaaonline.com/if-youre-selling-get-ready-to-expect-the-unexpected/) - Many experts agree that the best time to prepare to sell your business is when you start your business. That may sound extreme. However, few business owners reach that level of preparedness. A simple fact of life and owning a business is that most sales are event-driven. Factors such as problems with a partnership, health
- [Is Now the Right Time to Sell Your Company?](https://amaaonline.com/is-now-the-right-time-to-sell-your-company/) - Like many things in life, timing can be everything when it comes to selling your company. Every day more and more baby-boomers are now reaching retirement age. Soon, the market will likely be flooded with companies looking to sell. According to a 2016 survey of business brokers, 54% plan to exit in the next ten
- [Examining the Mind of the Serious Buyer – 5 Points to Consider](https://amaaonline.com/examining-the-mind-of-the-serious-buyer-5-points-to-consider/) - Are you looking for a way to perfect your presentation? Understanding what the typical serious buyer wants will help you get your business ready for selling. Let's turn our attention to looking at what these types of individuals and entities really want. After all, your time is precious. 1. An Interest in the Industry First,
- [Are You Asking a Reasonable Price for Your Privately Held Company?](https://amaaonline.com/are-you-asking-a-reasonable-price-for-your-privately-held-company/) - Placing a price on a privately-held company is usually more complex than placing a value, or a price, on a publicly-held company. There are many reasons for this fact, but one of the top reasons is that privately-held companies don't have audited financial statements. Why are Audited Financial Statements Lacking in Privately-Held Companies? Preparing an
- [Fairness Opinions](https://amaaonline.com/fairness-opinions-2/) - Since one often hears the term “fair value” or “fair market value,” it would be easy to assume that “fairness opinion” means the same thing. A fairness opinion may be based to some degree on fair market value, but there the similarities end. Assume that you are president of a family business and the other
- [The Top Two Ways to Purchase a Business without Collateral](https://amaaonline.com/the-top-two-ways-to-purchase-a-business-without-collateral/) - Banks love collateral and for a very simple reason. If you have collateral, then the bank has something it can take if you fail to repay your loan. At its heart, collateral is a remarkably simple concept. However, unfortunately, many people who want to start a business lack it. All of this leads us to
- [Is It Time to Become a Business Owner? 3 Questions to Ask Yourself.](https://amaaonline.com/is-it-time-to-become-a-business-owner-3-questions-to-ask-yourself/) - Many people know that owning a business isn't for them. But for others, the appeal and lure of owning their own business can be powerful indeed. If you are uncertain as to whether or not this path is for you, there are a few simple questions you can ask to gain almost instant clarity. In
- [Embracing Retirement and Selling: 4 Tips for a Smooth Transition](https://amaaonline.com/embracing-retirement-and-selling-4-tips-for-a-smooth-transition/) - No one works forever. Regardless of how much you love your business, sooner or later you will have to step away. Owning a business can be very demanding. This fact can be doubly true for owner-operators of businesses. The simple fact is that you'll have to embrace retirement at some point. Most business owners have
- [Key Elements for Every Partnership Agreement](https://amaaonline.com/key-elements-for-every-partnership-agreement/) - You should never forget that your partnership agreement is, in fact, one of the most important business documents you will ever sign. Many people go into business with loved ones, relatives or lifelong friends only to discover (once it's too late) that they should have had a partnership agreement. A partnership agreement protects everyone involved
- [Maintaining Confidentiality Throughout the Sale Process](https://amaaonline.com/maintaining-confidentiality-throughout-the-sale-process/) - There are two key ingredients when it comes to selling a business: professionalism and confidentiality. If either of these two ingredients are lacking, then you'll most likely run into problems. Sadly, many sellers see their deals fall apart due to a breach of confidentiality. You certainly don't want to be among their ranks. The simple
- [5 Key Factors in Transferring Your Business to a Family Member](https://amaaonline.com/5-key-factors-in-transferring-your-business-to-a-family-member/) - The odds are that you've put a great deal of yourself into your business. Inevitably, the day will come when you have no choice but to walk away from your business and begin a new chapter of your life. Quite often, businesses are transferred from one family member to another. In this article, we will
- [Interested in Buying a Business? Check Out These 3 Commonly Overlooked Areas](https://amaaonline.com/interested-in-buying-a-business-check-out-these-3-commonly-overlooked-areas/) - When it comes to buying a business, nothing is more important than the factor of due diligence. For most people, this investment is the single largest financial decision that they will ever make. And with this important fact in mind, you'll want to leave absolutely no stone unturned. Let's examine the three most commonly overlooked
- [The Top Three Major Legal Mistakes to Avoid During a Sale](https://amaaonline.com/the-top-three-major-legal-mistakes-to-avoid-during-a-sale/) - The business sale process can be complex, which is part of the reason why it makes sense to have expert help in the form of a business broker. Legal mistakes can be very costly mistakes. A legal mistake can also bring the entire sale process to a sudden and complete halt. Let's take a closer
- [What Should You Evaluate When Buying a Business?](https://amaaonline.com/what-should-you-evaluate-when-buying-a-business/) - Buying a business can be an exciting prospect. For many prospective business owners, owning a business is the fulfillment of a decades long dream. With all of that excitement comes considerable emotion. For this reason, it is essential to step back and carefully evaluate several key factors to help you decide whether or not you
- [Evaluating Your Company’s Weaknesses](https://amaaonline.com/evaluating-your-companys-weaknesses/) - The time you spend evaluating your company’s weaknesses is, as it turns out, one of the single best investments you can hope to make. No one should understand your company better than you. But to fully understand your company, it is essential that you invest the time to understand your company’s various strengths and weakness.
- [When It’s Time to Sell, Put Your Strengths First](https://amaaonline.com/when-its-time-to-sell-put-your-strengths-first/) - Putting your strengths first will help you sell your business. While this may seem obvious, a surprising number of business owners will either improperly index the strengths of their business or fail to emphasize those strengths adequately. In this article, we will examine five key business strengths that you should focus on when it comes
- [What Makes the Sale of a Business Fall Through?](https://amaaonline.com/what-makes-the-sale-of-a-business-fall-through/) - There are a myriad of reasons why the sale of a business doesn’t close successfully; these multiple causes can, however, be broken down into four categories: those caused by the seller, those caused by the buyer, those that just happen (“acts of fate”), and those caused by third parties. The following examines the part each
- [Day One is the Day to Prepare Your Exit](https://amaaonline.com/day-one-is-the-day-to-prepare-your-exit/) - Pepperjam CTO, Greg Shepard recently published “Planning Your Exit Should Begin When You Launch” in Entrepreneur magazine. In this article, Shepard puts forward a variety of thought-provoking ideas including that entrepreneurs should be thinking about partnering early on with those they believe will ultimately want to buy their business. Thinking Ahead Much of Shepard’s thinking
- [The Importance of Understanding Leases](https://amaaonline.com/the-importance-of-understanding-leases/) - Leases should never be overlooked when it comes to buying or selling a business. After all, where your business is located and how long you can stay at that location plays a key role in the overall health of your business. It is easy to get lost with “larger” issues when buying or selling a
- [Four Significant Issues You Need to Consider When Selling Your Business](https://amaaonline.com/four-significant-issues-you-need-to-consider-when-selling-your-business/) - The process of selling a business can be very complex. Whether you’ve sold a business in the past or are selling a business for the very first time, it is imperative that you work with an expert. A seasoned business broker can help you navigate through what can be some pretty rough waters. Let’s take
- [Considering All of Your Business Real Estate Options](https://amaaonline.com/considering-all-of-your-business-real-estate-options/) - In a recent December 2018 article in Divestopedia entitled, “Options for Business Real Estate When Selling a Company,” the topic of business real estate was explored at length. One of the key points of the article was that understanding one’s business real estate options would ultimately help in achieving “the goals desired in a transaction.”
- [Determining Your Company’s Undocumented Value](https://amaaonline.com/determining-your-companys-undocumented-value/) - Business appraisals are not one-dimensional. In fact, a good business appraisal is one that factors in a wide range of variables in order to achieve an accurate result. Indisputable records ranging from comparables and projections to EBITDA multiples, discount rates and a good deal more are all factored in. It is important to remember that
- [Obtaining a Fair Market Value for Your Business](https://amaaonline.com/obtaining-a-fair-market-value-for-your-business/) - Divestopedia published a rather insightful article, “Letting the Market Bridge the Valuation Gap.” In this October 2018 article, Dave Kauppi dives in and explores how fair market value can be used as a way for business owners to “bridge the gap between the valuation they feel they deserve and that which they’re likely to receive.”
- [5 Big Questions to Consider when Financing a Business Sale](https://amaaonline.com/5-big-questions-to-consider-when-financing-a-business-sale/) - How should the purchase of a business be structured? This is a point that you’ll want to address early in the sale process. For most people, buying or selling a business is one of the most, if not the most, important business decision that they will ever make. For this reason, it is vital not
- [A Look at Divestopedia’s Article, “The Myth of Fair Business Valuation”](https://amaaonline.com/a-look-at-divestopedias-article-the-myth-of-fair-business-valuation/) - In Divestopedia’s article, “The Myth of Fair Business Valuation: What Professional Valuations Don’t Tell You,” author Chak Reddy is quick to point out that the “type of buyer and method of sale are two important (yet often overlooked) value determinants when finding a starting price for your business.” Reddy brings up some excellent points. One
- [The Sale of a Business May Actually Excite Employees](https://amaaonline.com/the-sale-of-a-business-may-actually-excite-employees/) - Many sellers worry that employees might “hit the panic button” when they learn that a business is up for sale. Yet, in a recent article from mergers and acquisitions specialist Barbara Taylor entitled, “Selling Your Business? 3 Reasons Why Your Employees Will Be Thrilled,” Taylor brings up some thought-provoking points on why employees might actually
- [Goodwill and Its Importance to Your Business](https://amaaonline.com/goodwill-and-its-importance-to-your-business/) - What exactly does the term “goodwill” mean when it comes to buying or selling a business? Usually, the term “goodwill” is a reference to all the effort that a seller puts into a business over the years that he or she operates that business. In a sense, goodwill is the difference between an array of
- [Confidentiality Agreements: What are the Most Important Elements?](https://amaaonline.com/confidentiality-agreements-what-are-the-most-important-elements/) - Every business has to be concerned about maintaining confidentiality. In fact, it is common for business owners to become somewhat obsessed with confidentiality when they are getting ready to sell their business. It goes without saying that owners don’t want the word that they are selling to spread to the public, employees or most certainly
- [New Year’s Resolutions & Selling Your Business](https://amaaonline.com/new-years-resolutions-selling-your-business/) - Most people fail to keep their New Year’s Resolutions. But where buying and selling a business is concerned, failing to keep those resolutions could mean an abundance of lost opportunity. Todd Ganos at Forbes recently penned a thought-provoking article entitled The 8 New Year’s Resolutions for the Sale of Your Business. In this article, he
- [What Kind of Buyers are You Most Likely to Meet?](https://amaaonline.com/what-kind-of-buyers-are-you-most-likely-to-meet/) - Selling a business can be an exciting and rather lucrative time. But going through the sales process means embracing the notion that you’ll have to be very prepared for whatever might be thrown your way. A key aspect of preparing to sell your business is to know what types of buyers you’re likely to encounter.
- [Could the Red-Hot Market for Businesses Be Cooling Down](https://amaaonline.com/could-the-red-hot-market-for-businesses-be-cooling-down/) - The economy is red hot, and that fact is translating over to lots of activity in businesses being sold. However, it is possible that this record-breaking number of sales could cool down in the near future. In a recent article in Inc. entitled, “The Hot Market for Businesses is Likely to Cool, According to This
- [Thinking About Succession Planning](https://amaaonline.com/thinking-about-succession-planning/) - If you haven’t been thinking about succession planning, the bottom line is that you should be. In the February 20, 2019 Divestopia article, “All Companies Need to Look at Succession Planning,” author Brad Cherniak examines the importance of succession planning. Owning and/or operating a business can be a great deal of work, but it is
- [Embracing Technology to Boost Your Business](https://amaaonline.com/embracing-technology-to-boost-your-business/) - Forbes author Keith Gregg’s, February 8, 2019 article, “Using Tech to Enhance and Sell a Business,” has a range of interesting ideas that business owners should explore and embrace. Gregg looks at three big ways that business owners can use technology to help them get the most out of the sale of the business. He
- [A Must Read Article on Having Children Take Over the Family Business](https://amaaonline.com/a-must-read-article-on-having-children-take-over-the-family-business/) - In a recent Divestopedia article entitled, “Kids Take Over the Business? 8 Things to Consider,” author Josh Patrick examines what every business owner should know about having their children take over their business. He points out that there are no modern and accurate numbers on what percentage of businesses will be taken over by the
- [A Step by Step Overview of the First Time Buyer Process](https://amaaonline.com/a-step-by-step-overview-of-the-first-time-buyer-process/) - A recent article on Businessbroker.net entitled, First Time Buyer Processes by business broker Pat Jones explores the process of buying a business in a precise step-by-step fashion. Jones notes that there are many reasons that people buy businesses including the desire to be one’s own boss. However, he is also quick to point out that
- [10 Questions Everyone Should Ask Before Signing on the Dotted Line](https://amaaonline.com/10-questions-everyone-should-ask-before-signing-on-the-dotted-line/) - Before buying any business, a seller must ask questions, lots of questions. If there is ever a time where one should not be shy, it is when buying a business. In a recent article from Entrepreneur magazine entitled, “10 Questions You Must Ask Before Buying a Business”, author Jan Porter explores 10 of the single
- [5 M&A Myths and How to Deal with Them](https://amaaonline.com/5-ma-myths-and-how-to-deal-with-them/) - Where your money is concerned, myths can do damage. A recent Divestopedia article from Tammie Miller entitled, Crazy M&A Myths You Need to Stop Believing Now, Miller explores 5 big M&A myths that can get you in trouble. Miller points out that many of these myths are believed by CEOs, but that they have zero
- [IBBA and M&A Source Market Pulse Survey Report Predicts Major Changes](https://amaaonline.com/ibba-and-ma-source-market-pulse-survey-report-predicts-major-changes/) - The IBBA and M&A Source Market Pulse Survey Report for the fourth quarter of 2018 has a range of interesting insights. The survey’s purpose is to provide an “accurate understanding of market conditions for businesses being sold in Main Street (values $0-$2MM) and the Lower Middle Market (values $2MM-$50MM). This national survey was designed as
- [The Historic Levels of Small Businesses Being Sold Drops Slightly](https://amaaonline.com/the-historic-levels-of-small-businesses-being-sold-drops-slightly/) - The number of small business transitions continues to be strong for the first quarter of 2019. In fact, despite a small decline, small business transitions remain at historically high levels. Looking at the Statistics According to a recent BizBuySell article entitled, “Number of Small Businesses Changing Hands Dips Slightly, But Market Remains Ripe for Buyers
- [7 Big Questions to Ask Yourself Before Moving Forward](https://amaaonline.com/7-big-questions-to-ask-yourself-before-moving-forward/) - The first step towards successfully selling a business is finding a qualified business broker to work with. Sellers should also ask themselves an array of important questions. A recent article, “7 Questions to Answer Before Selling Your Business,” published by Good Men Project, has a great overview of questions sellers should answer before moving forward.
- [How Employees Factor into the Success of Your Business](https://amaaonline.com/how-employees-factor-into-the-success-of-your-business/) - Quality employees are essential for the long-term success and growth of any business. Many entrepreneurs learn this simple fact far too late. Regardless of what kind of business you own, a handful of key employees can either make or break you. Sadly, businesses have been destroyed by employees that don’t care, or even worse, are
- [Business Buyers Can Leverage SBA Lending](https://amaaonline.com/business-buyers-can-leverage-sba-lending/) - Finding the money to start your own small business can be a challenge. Over the decades, countless people have turned to the Small Business Administration (SBA) for help. A recent Inc. Magazine article, “Kickstart Your Business Dreams with SBA Lending,” by BizBuySell President, Bob House, explored how SBA lending can be used to the buyer’s
- [Do You Know What Kind of Business Owner You Really Are?](https://amaaonline.com/do-you-know-what-kind-of-business-owner-you-really-are/) - Does your business have real, long-lasting longevity or is your business a temporary entity that will vanish the second you stop working on it? In his insightful article in The Business Journals entitled, “Are You Living for Today as a Business Owner or Building Value?” author Kent Bernhard asks a very important question of readers,
- [Erase the Stress of Selling Your Business by Finding the Right Buyer](https://amaaonline.com/erase-the-stress-of-selling-your-business-by-finding-the-right-buyer/) - There is no denying the fact that life is much, much easier when one can find the right buyer for his or her business. Buying or selling a business can be a stressful affair, but much of that stress can be eliminated by getting the right support. The Concept of the “Right Buyer” In the
- [Is Your Business Really Worth Handing Over to the Next Generation?](https://amaaonline.com/is-your-business-really-worth-handing-over-to-the-next-generation/) - Before you begin your business, you should be thinking about how you will hand that business over to someone else. No one runs a business forever. Whether you sell your business or let a relative inherit it, at some point you will need to step away. When you finally do separate from your business, it
- [The Variables that Drive and Influence Business Valuations](https://amaaonline.com/the-variables-that-drive-and-influence-business-valuations/) - If you’ve never bought or sold a business before, then the factors that drive and influence business valuations likely seem a bit murky. In a recent Divestopedia article from Kevin Ramsier entitled, “A Closer Look at What Drives and Influences Business Valuations,” Ramsier takes a closer look at this important topic. Business brokers and M&A
- [Dealing with Inexperience Can Ruin the Deal](https://amaaonline.com/dealing-with-inexperience-can-ruin-the-deal/) - The 65-year old owner of a multi-location retail operation doing $30 million in annual sales decided to retire. He interviewed a highly recommended intermediary and was impressed. However, he had a nephew who had just received his MBA and who told his uncle that he could handle the sale and save him some money. He
- [A Closer Look at 3 Major Factors to Consider When You Buy a Business](https://amaaonline.com/a-closer-look-at-3-major-factors-to-consider-when-you-buy-a-business/) - The simple but undeniable fact is buying a business is one of the single greatest financial decisions a person can make. Buying a business can lead to great financial success or great financial failure. This fact helps to underscore why it is so important to work with an experienced broker who can help guide you
- [The Variety of Variables Involved in Selling Your Business](https://amaaonline.com/the-variety-of-variables-involved-in-selling-your-business/) - Selling a business is more than a big decision, as it is also quite complex. Finding the right buyer for a business is at the heart of the matter. In the recent Forbes article, “Ready to Sell Your Business? Follow These 3 Tips to Find the Best Buyer,” author Serenity Gibbons outlines that selling a
- [Q2 Small Business Transactions Take a Dip but Strong Market Remains](https://amaaonline.com/q2-small-business-transactions-take-a-dip-but-strong-market-remains/) - Small business transactions have been enjoying record numbers. But as of the second quarter of 2019, the numbers have begun to take a small dip. Experts feel that the trade war with China is playing a role, according to a recent article, “Q2 Small Business Transactions Down as Trade War Questions Remain.” The numbers don’t
- [A Buyer's Quandary](https://amaaonline.com/a-buyers-quandary-3/) - Statistics reveal that out of about 15 would-be business buyers, only one will actually buy a business. It is important that potential sellers be knowledgeable on what buyers go through to actually become business owners. This is especially true for those who have started their own business or have forgotten what they went thorough prior
- [Dispelling a Buyer Myth](https://amaaonline.com/dispelling-buyer-myth/) - Most prospective business buyers really don't know from the outset the exact type of business they want to buy. Experienced business brokers and intermediaries know that many business buyers end up with what is sometimes a far cry from what first captured their imagination. Take, for example, the old story of the buyer who saw
- [Today's Business Buyer](https://amaaonline.com/todays-business-buyer/) - For a business to sell, there has to be a seller - and a buyer. The buyer of today is a bit different than the one of yesterday. Today's buyer is not a risk-taker, is concerned about the financials, and seems to be overly concerned about price. Unfortunately, buyers have to understand that they cannot
- [Why Deals Don’t Close](https://amaaonline.com/why-deals-dont-close/) - Sellers Don’t have a valid reason for selling. Are testing the waters to check the market and the price. (They are similar to the buyer who is “just shopping.”) Are completely unrealistic about the price and the market for their business. Are not honest about their business or their situation. The reason they want to
- [Five Kinds of Buyers](https://amaaonline.com/five-kinds-of-buyers/) - Buyers are generally categorized as belonging to one of the following groups although, in reality, most buyers fit into more than one. The Individual Buyer This is typically an individual with substantial financial resources, and with the type of background or experience necessary for leading a particular operation. The individual buyer usually seeks a business
- [Advantages of Buying an Existing Business](https://amaaonline.com/advantages-of-buying-an-existing-business-2/) - 1. Established. An existing business is a known entity. It has an established and historical track record. It has a customer or client base, established vendors, and suppliers. It has a physical location and has furniture, fixtures, and equipment all in place. The term “turnkey operation” is overused, but an existing business is just that,
- [When to Create an Exit Strategy](https://amaaonline.com/when-to-create-an-exit-strategy-2/) - There is the old saying that the time to develop an exit strategy is the day you open for business. Sounds good, but it’s not very realistic. Further, it also isn’t very optimistic. On the day you open for business, thoughts about how you get out of it aren’t pleasant, or helpful, thoughts. However, as
- [How Long Does It Take to Sell a Business?](https://amaaonline.com/how-long-does-it-take-to-sell-a-business/) - Recent studies indicate that it now takes, on average, about eight to ten months to sell a small business. This figure seems to increase yearly. Why does it take so long to sell a business? Price and terms are the biggest reasons! It is very important not to overprice the business at the beginning of
- [Burnout: An Ever-Present Threat](https://amaaonline.com/burnout-an-ever-present-threat/) - Burnout is an often-used reason for an owner selling his or her business. Potential buyers may have trouble accepting this as a valid reason for sale. However, burnout is a valid reason for selling one’s business. A business owner can experience burnout even with a business that’s successful and growing. Many independent business owners feel
- [What Would Your Business Sell For?](https://amaaonline.com/what-would-your-business-sell-for/) - There is the old anecdote about the immigrant who opened his own business in the United States. Like many small business owners, he had his own bookkeeping system. He kept his accounts payable in a cigar box on the left side of his cash register, his daily receipts – cash and credit card receipts –
- [Buying or Selling a Business: The External View](https://amaaonline.com/buying-or-selling-a-business-the-external-view/) - There is the oft-told story about Ray Kroc, the founder of McDonalds. Before he approached the McDonald brothers at their California hamburger restaurant, he spent quite a few days sitting in his car watching the business. Only when he was convinced that the business and the concept worked, did he make an offer that the brothers
- [Questions to Consider for the Serious Buyer](https://amaaonline.com/questions-to-consider-for-the-serious-buyer/) - A serious buyer should have the answers to the following questions: Why are you considering the purchase of a business at this time? What is your time frame to find a suitable business? Are you open-minded about different opportunities, or are you looking for a specific business? Have you set aside an amount of capital
- [Key Factors on the Acquirer’s Side](https://amaaonline.com/key-factors-on-the-acquirers-side/) - There are several key factors on the acquirer’s side of a sale, most of which are necessary to achieve a successful closing. Just as a seller has to deal with quite a few factors, the acquirer must also. Some of the more important ones on the acquisition side are: Sufficient financial resources to complete the
- [Company Weaknesses](https://amaaonline.com/company-weaknesses/) - Take two seemingly identical companies with very similar financials, but one of the companies was worth substantially more than the other company. One company will sell for $10 million “as is” or some changes can be made and the same company can be sold for $15 million. Following is a partial list of potential company
- [Surprises CEOs Face When Selling Their Companies](https://amaaonline.com/surprises-ceos-face-selling-companies/) - Surprise #1: Substantial Time Commitment In the real estate business, once the owner engages the broker there is very little for the owner to do until the broker presents the various offers from the potential buyers. In the M&A business, there is a substantial time commitment required of the CEO/Owner in order to complete the
- [Can You Really Afford to Sell?](https://amaaonline.com/can-really-afford-sell/) - In many cases, the sale of a small company is “event” driven. That is, the reason for sale is often an event such as a health decline or illness, divorce, partnership issues, or even a decline in business. A much more difficult reason for selling is one in which the owners simply want to retire
- [Considering Selling? Some Things to Consider](https://amaaonline.com/considering-selling-things-consider/) - Know what your business is worth. Don’t even think about selling until you know what your business should sell for. Are you prepared to lower your price if necessary? Prepare now. There is an often-quoted statement in the business world: “The time to prepare your business to sell is the day you buy it or
- [The Pre-Sale Business Tune-Up](https://amaaonline.com/the-pre-sale-business-tune-up/) - Owners are often asked, "do you think you will ever sell your business?" The answer varies from, "when I can get my price" to "never" to "I don't really know" to everything in between. Most sellers may think to themselves when asked this question, "I'll sell when the time is right." Obviously, misfortune can force
- [What Do Buyers Really Want to Know?](https://amaaonline.com/what-do-buyers-really-want-know/) - Before answering the question, it makes sense to first ask why people want to be in business for themselves. What are their motives? There have been many surveys addressing this question. The words may be different, but the idea behind them and the order in which they are listed are almost always the same. Want
- [Creating Value in Privately Held Companies](https://amaaonline.com/creating-value-privately-held-companies/) - “As shocking as it may sound, I believe that most owners of middle market private companies do not really know the value of their company and what it takes to create greater value in their company … Oh sure, the owner tracks sales and earnings on a regular basis, but there is much more to
- [A “Pig in a Poke"](https://amaaonline.com/pig-poke/) - Once a buyer has negotiated a deal and secured the necessary financing, he or she is ready for the due diligence phase of the sale. The serious buyer will have retained an accounting firm to verify inventory, accounts receivable and payables; and retained a law firm to deal with the legalities of the sale. What’s
- [What is the Value of Your Business? It All Depends.](https://amaaonline.com/value-business-depends/) - The initial response to the question in the title really should be: “Why do you want to know the value of your business?” This response is not intended to be flippant, but is a question that really needs to be answered. Does an owner need to know for estate purposes? Does the bank want to
- [What a Buyer May Really Be Looking At](https://amaaonline.com/buyer-may-really-looking/) - Buyers, as part of their due diligence, usually employ accountants to check the numbers and attorneys to both look at legal issues and draft or review documents. Buyers may also bring in other professionals to look at the business’ operations. The prudent buyer is also looking behind the scenes to make sure there are not
- [A Listing Agreement is More than Just a Piece of Paper](https://amaaonline.com/listing-agreement-just-piece-paper/) - In order to sell one’s business using the services of a business broker, a listing agreement is almost always required. For the owner of the business, signing the agreement legally authorizes the sale of the business. This simple act of signing represents the end of ownership. For some business owners, it means heading into uncharted
- [Three Basic Factors of Earnings](https://amaaonline.com/three-basic-factors-earnings/) - Two businesses for sale could report the same numeric value for "earnings" and yet be far from equal. Three factors of earnings are listed below that tell more about the earnings than just the number. 1. Quality of earnings Quality of earnings measures whether the earnings are padded with a lot of “add backs” or one-time
- [Selling a Business: How Long Does It Take?](https://amaaonline.com/selling-business-how-long-does-it-take/) - A recent survey revealed that the average time between listing and sale was 9 months. Why does it take so long to sell a business? Price and terms are the biggest reasons. Not over-pricing the business at the beginning of the sales process is a big plus, as well as structuring the transaction to include a
- [Do You Know Your Customers?](https://amaaonline.com/do-you-know-your-customers/) - It’s always nice, when eating at a nice restaurant, for the owner to come up and ask how everything was. That personal contact goes a long way in keeping customers happy – and returning. It seems that customer service is now handled by making a potential customer or client wait on a telephone for what
- [Selling Your Business? Expect the Unexpected!](https://amaaonline.com/selling-your-business-expect-unexpected/) - According to the experts, a business owner should lay the groundwork for selling at about the same time as he or she first opens the door for business. Great advice, but it rarely happens. Most sales of businesses are event-driven; i.e., an event or circumstance such as partnership problems, divorce, health, or just plain burn-out
- [The Deal Is Almost Done -- Or Is It?](https://amaaonline.com/the-deal-is-almost-done-or-is-it/) - The Letter of Intent has been signed by both buyer and seller and everything seems to be moving along just fine. It would seem that the deal is almost done. However, the due diligence process must now be completed. Due diligence is the process in which the buyer really decides to go forward with the
- [Buying (or Selling) a Business](https://amaaonline.com/buying-or-selling-business/) - The following is some basic information for anyone considering purchasing a business. Is may also be of interest to anyone thinking of selling their business. The more information and knowledge both sides have about buying and selling a business, the easier the process will become. A Buyer Profile Here is a look at the make-up
- [Who Is the Buyer?](https://amaaonline.com/who-is-buyer/) - Buyers buy a business for many of the same reasons that sellers sell businesses. It is important that the buyer is as serious as the seller when it comes time to purchase a business. If the buyer is not serious, the sale will never close. Here are just a few of the reasons that buyers
- [Why Sell Your Company?](https://amaaonline.com/why-sell-your-company/) - Selling one's business can be a traumatic and emotional event. In fact, "seller's remorse" is one of the major reasons that deals don't close. The business may have been in the family for generations. The owner may have built it from scratch or bought it and made it very successful. However, there are times when
- [Top Ten Mistakes Made By Sellers](https://amaaonline.com/top-ten-mistakes-made-sellers/) - Neglecting the day-to-day running of their business with the reasoning that it will sell tomorrow. Starting off with too high a price with the assumption the price can always be reduced. Assuming that confidentiality is a given. Failing to plan ahead to sell / deciding to sell impulsively. Expecting that the buyers will only want to see last year’s P&L. Negotiating
- [A Reasonable Price for Private Companies](https://amaaonline.com/reasonable-price-private-companies/) - Putting a price on privately-held companies is more complicated than placing a value or price on a publicly-held one. For one thing, many privately-held businesses do not have audited financial statements; these statements are very expensive and not required. Public companies also have to reveal a lot more about their financial issues and other information than the privately-held ones. This makes
- [What Are Buyers Looking for in a Company?](https://amaaonline.com/buyers-looking-company/) - It has often been said that valuing companies is an art, not a science. When a buyer considers the purchase of a company, three main things are almost always considered when arriving at an offering price. Quality of the Earnings Some accountants and intermediaries are very aggressive when adding back, for example, what might be considered one-time or
- [Two Similar Companies ~ Big Difference in Value](https://amaaonline.com/two-similar-companies-big-difference-value/) - Consider two different companies in virtually the same industry. Both companies have an EBITDA of $6 million – but, they have very different valuations. One is valued at five times EBITDA, pricing it at $30 million. The other is valued at seven times EBITDA, making it $42 million. What’s the difference? One can look at the usual checklist for
- [Family Businesses](https://amaaonline.com/family-businesses/) - A recent study revealed that only about 28 percent of family businesses have developed a succession plan. Here are a few tips for family-owned businesses to ponder when considering selling the business: You may have to consider a lower price if maintaining jobs for family members is important. Make sure that your legal and accounting representatives have “deal” experience.
- [The Devil May Be in the Details](https://amaaonline.com/devil-may-details/) - When the sale of a business falls apart, everyone involved in the transaction is disappointed – usually. Sometimes the reasons are insurmountable, and other times they are minuscule – even personal. Some intermediaries report a closure rate of 80 percent; others say it is even lower. Still other intermediaries claim to close 80 percent or higher. When asked how, this last
- [Do You Have an Exit Plan?](https://amaaonline.com/do-you-have-an-exit-plan/) - "Exit strategies may allow you to get out before the bottom falls out of your industry. Well-planned exits allow you to get a better price for your business." From: Selling Your Business by Russ Robb, published by Adams Media Corporation Whether you plan to sell out in one year, five years, or never, you need
- [Is Your “Normalized” P&L Statement Normal?](https://amaaonline.com/is-your-normalized-pl-statement-normal/) - Normalized Financial Statements – Statements that have been adjusted for items not representative of the current status of the business. Normalizing statements could include such adjustments as a non-recurring event, such as attorney fees expended in litigation. Another non-recurring event might be a plant closing or adjustments of abnormal depreciation. Sometimes, owner’s compensation and benefits need
- [Considering Selling? Some Important Questions](https://amaaonline.com/considering-selling-some-important-questions/) - Some years ago, when Ted Kennedy was running for president of the United States, a commentator asked him why he wanted to be president. Senator Kennedy stumbled through his answer, almost ending his presidential run. Business owners, when asked questions by potential buyers, need to be prepared to provide forthright answers without stumbling. Here are
- [Valuing the Business:  Some Difficult Issues](https://amaaonline.com/valuing-the-business-some-difficult-issues/) - Business valuations are almost always difficult and often complex. A valuation is also frequently subject to the judgment of the person conducting it. In addition, the person conducting the valuation must assume that the information furnished to him or her is accurate. Here are some issues that must be considered when arriving at a value for
- [Common Reasons for Selling](https://amaaonline.com/common-reasons-for-selling-2/) - It has been said that the sale of a business is usually event driven. Very few owners of businesses, whether small or large, wake up one morning and think, “Today I am going to sell my company.” It is usually a decision made after considerable thought and usually also prompted by some event. Here are
- [The Confidentiality Agreement](https://amaaonline.com/the-confidentiality-agreement-2/) - When considering selling their companies, many owners become paranoid regarding the issue of confidentiality. They don't want anyone to know the company is for sale, but at the same time, they want the highest price possible in the shortest period of time. This means, of course, that the company must be presented to quite a
- [How Does Your Business Compare?](https://amaaonline.com/how-does-your-business-compare-2/) - When considering the value of your company, there are basic value drivers. While it is difficult to place a specific value on them, one can take a look and make a “ballpark” judgment on each. How does your company look? Value Driver Low Medium High Business Type Little Demand Some Demand High Demand Business Growth
- [How Does Your Business Compare?](https://amaaonline.com/how-does-your-business-compare/) - When considering the value of your company, there are basic value drivers. While it is difficult to place a specific value on them, one can take a look and make a “ballpark” judgment on each. How does your company look? Value DriverLowMediumHigh Business TypeLittle DemandSome DemandHigh Demand Business Growth LowSteadyHigh & Steady Market Share SmallSteady
- [Should You Be Selling Your Company…Now?](https://amaaonline.com/should-you-be-selling-your-companynow/) - The answer to the question asked in the title is, “It all depends!” There are all sorts of studies, surveys and the like suggesting that as more and more “baby-boomers” reach retirement age, the market will be flooded with companies for sale. The consensus is that with these privately-held company owners reaching and nearing retirement
- [Why Your Company Needs a Physical](https://amaaonline.com/why-your-company-needs-a-physical/) - Many executives of both public and private firms get a physical check-up once a year. Many of these same executives think nothing of having their investments checked over at least once a year – probably more often. Yet, these same prudent executives never consider giving their company an annual physical, unless they are required to
- [A Buyer’s Quandary](https://amaaonline.com/a-buyers-quandary-2/) - Statistics reveal that out of about 15 would-be business buyers, only one will actually buy a business. It is important that potential sellers be knowledgeable on what buyers go through to actually become business owners. This is especially true for those who have started their own business or have forgotten what they went thorough prior
- [Are you a “Baby Boomer” Business Owner?](https://amaaonline.com/are-you-a-baby-boomer-business-owner/) - What is so special about “Baby Boomer” business owners? Well, there are a lot of them. It is estimated 52 percent of businesses are owned by people between 50 and 88 years of age. This equates to 9 million businesses in the United States. Put it another way, a business owner is turning 65 every
- [Rating Today’s Business Buyers](https://amaaonline.com/rating-todays-business-buyers-2/) - Once the decision to sell has been made, the business owner should be aware of the variety of possible business buyers. Just as small business itself has become more sophisticated, the people interested in buying them have also become more divergent and complex. The following are some of today's most active categories of business buyers:
- [Take a Look at Your Lease](https://amaaonline.com/take-a-look-at-your-lease/) - If your business is not location-sensitive, that is, if your business location is immaterial to its success, then the following may not be important. However, lease information is usually helpful no matter what the situation. The business owner whose business is very dependent on its current location should certainly read on. If your business is
- [Happy Employees Can Increase Profits…and Value](https://amaaonline.com/happy-employees-can-increase-profitsand-value/) - Happy employees mean happy customers and clients. An unhappy employee can mean loss of business or worse. How does a business owner create happy and contented employees? It all starts with the hiring process – hiring positive people to start with certainly helps. Offering as many benefits as your business can afford is also a
- [What Is Burnout?](https://amaaonline.com/what-is-burnout-2/) - Burnout can come with a business that's successful as well as with one that's failing to grow. The right time to sell is before the syndrome becomes a threat to the effective management of a business. What are the warning signs of burnout? • That isolated feeling. The burnt-out owner has been “chief cook and
- [Do You Have an Exit Plan?](https://amaaonline.com/do-you-have-an-exit-plan-2/) - “Exit strategies may allow you to get out before the bottom falls out of your industry. Well-planned exits allow you to get a better price for your business.” From: Selling Your Business by Russ Robb, published by Adams Media Corporation Whether you plan to sell out in one year, five years, or never, you need
- [Tips on Avoiding the Dealbreakers](https://amaaonline.com/tips-on-avoiding-the-dealbreakers/) - One of the most important steps is to hire the right advisors. This begins with the right professional business broker/ M&A specialist. The right attorney should be added to the team. The right one is an attorney who has been through the sales process many times – one who is a deal maker seeking solutions,
- [Is This the Right Time to Sell?](https://amaaonline.com/is-this-the-right-time-to-sell/) - “Whatever the reason, there should be something other than dollars that motivates you to explore a sale. After all, if it weren't more valuable to own the business than to sell it, no one would ever buy it.” Mike Sharp, M&A Today, November 2002 The owner of a successful company is considering selling, thinking now
- [What Makes Your Company Unique?](https://amaaonline.com/what-makes-your-company-unique-2/) - There are unique attributes of a company that make it more attractive to a possible acquirer and/or more valuable. Certainly, the numbers are important, but potential buyers will also look beyond them. Factors that make your company special or unique can often not only make the difference in a possible sale or merger, but also
- [The Term Sheet](https://amaaonline.com/the-term-sheet-2/) - Buyers, sellers, intermediaries and advisors often mention the use of a term sheet prior to the creation of an actual purchase and sale agreement. However, very rarely do you ever hear this document explained. It sounds good but what is it specifically? Very few books about the M&A process even mention term sheet. Russ Robb's
- [10 Tips for a Successful Sale](https://amaaonline.com/10-tips-for-a-successful-sale/) - 1.Sellers should find out the loan value of the fixtures, equipment and machinery prior to a sale. Many buyers will count on using it for loan or collateral purposes. No one wants to find out at the last minute that the value of the machinery won't support the debt needed to put the deal together.
- [Are You Ready to Exit?](https://amaaonline.com/are-you-ready-to-exit/) - If you've gone this far, then selling your business has aroused enough curiosity that you are taking the first step. You don't have to make a commitment at this point; you are just getting informed about what is necessary to successfully sell your business. This section should answer a lot of your questions and help
- [Common Seller Questions](https://amaaonline.com/common-seller-questions-2/) - How long does it take to sell my business? It generally takes, on average, between five to eight months to sell most businesses. Keep in mind that an average is just that. Some businesses will take longer to sell, while others will sell in a shorter period of time. The sooner you have all the
- [A Selling Memorandum](https://amaaonline.com/a-selling-memorandum-2/) - A sellers memorandum includes all those points one would normally expect to see in any business plan, to wit: an executive summary, a business description, financial requirements, target market niche, identification of top management, an operations review, analysis of strengths and weaknesses, and current financial statements and projections. Guide to Mergers and Acquisitions published by
- [The Confidentiality Myth](https://amaaonline.com/the-confidentiality-myth-2/) - When it comes time to sell the company, a seller's prime concern is one of confidentiality. Owners are afraid that “if the word gets out” they will lose employees, customers and suppliers. Not to downplay confidentiality, but these incidents seldom happen if the process is properly managed. There is always the chance that a “leak”
- [“Red Flags” in the Sunset](https://amaaonline.com/red-flags-in-the-sunset/) - Unlike that poetic title of an old-time standard song, Red Sails in the Sunset, red flags are not a pretty sight. They can cause a deal to crater. Sellers have to learn to recognize situations indicating there might be a problem in their attempt to sell their business. Very, very seldom does a white knight
- [Keys to a Successful Closing](https://amaaonline.com/keys-to-a-successful-closing/) - The closing is the formal transfer of a business. It usually also represents the successful culmination of many months of hard work, extensive negotiations, lots of give and take, and ultimately a satisfactory meeting of the minds. The document governing the closing is the Purchase and Sale Agreement. It generally covers the following: • A
- [Considerations When Selling…Or Buying](https://amaaonline.com/considerations-when-sellingor-buying/) - Important questions to ask when looking at a business…or preparing to have your business looked at by prospective buyers. • What's for sale? What's not for sale? Does it include real estate? Are some of the machines leased instead of owned? • What assets are not earning money? Perhaps these assets should be sold off.
- [Due Diligence — Do It Now!](https://amaaonline.com/due-diligence-do-it-now-2/) - Due diligence is generally considered an activity that takes place as part of the selling process. It might be wise to take a look at the business from a buyer's perspective in performing due diligence as part of an annual review of the business. Performing due diligence does two things: (1) It provides a valuable
- [The Three Ways to Negotiate](https://amaaonline.com/the-three-ways-to-negotiate/) - Basically, there are three major negotiation methods. 1. Take it or leave it. A buyer makes an offer or a seller makes a counter-offer – both sides can let the “chips fall where they may.” 2. Split the difference. The buyer and seller, one or the other, or both, decide to split the difference between
- [Personal Goodwill: Who Owns It?](https://amaaonline.com/personal-goodwill-who-owns-it-2/) - Personal Goodwill has always been a fascinating subject, impacting the sale of many small to medium-sized businesses – and possibly even larger companies. How is personal goodwill developed? An individual starts a business and, during the process, builds one or more of the following: • A positive personal reputation • A personal relationship with many
- [Why Deals Fall Apart — Loss of Momentum](https://amaaonline.com/why-deals-fall-apart-loss-of-momentum/) - Deals fall apart for many reasons – some reasonable, others unreasonable. For example: • The seller doesn't have all his financials up to date. • The seller doesn't have his legal/environmental/administrative affairs up to date. • The buyer can't come up with the necessary financing. • The well known “surprise” surfaces causing the deal to
- [Who Is Today’s Buyer?](https://amaaonline.com/who-is-todays-buyer-2/) - It has always been the American Dream to be independent and in control of one's own destiny. Owning your own business is the best way to meet that goal. Many people dream about owning their own business, but when it gets right down to it, they just can't make that leap of faith that is
- [Family-Owned Businesses Do Have Choices](https://amaaonline.com/family-owned-businesses-do-have-choices-2/) - Family-owned businesses do have some options when it comes time to sell. Selling the entire business may not be the best choice when there are no other family members involved. Here are some choices to be considered: Internal Transactions Hire a CEO – This approach is a management exit strategy in which the owner retires,
- [Selling: What Does An Intermediary Expect From You](https://amaaonline.com/selling-what-does-an-intermediary-expect-from-you/) - If you are seriously considering selling your company, you have no doubt considered using the services of an intermediary. You probably have wondered what you could expect from him or her. It works both ways. To do their job, which is selling your company; maximizing the selling price, terms and net proceeds; plus handling the
- [Learn the Dynamics and Save the Deal](https://amaaonline.com/learn-the-dynamics-and-save-the-deal/) - Many business owners are unfamiliar with the dynamics of selling a company, because they have never done so. There are numerous possible “deal breakers.” Being aware of the following pitfalls and their remedies should help prevent the possibility of an aborted transaction. Neglecting the Running of Your Business A major reason companies with sales under
- [5 Reasons Buying a Business is Preferable to Starting a New One](https://amaaonline.com/5-reasons-buying-a-business-is-preferable-to-starting-a-new-one/) - If you are considering running your own business, one of the first questions that might pop in your mind is: should I start a new one or buy an established business. In this article, we'll take a closer look at the age-old dilemma of buying an existing business verses starting a new one from scratch.
- [Are You Emotionally Ready to Sell?](https://amaaonline.com/are-you-emotionally-ready-to-sell/) - Quite often sellers don't give much thought to whether or not they are ready to sell. But this can be a mistake. The emotional components of both buying and selling a business are quite significant and should never be overlooked. If you are overly emotional about selling, then this fact can have serious ramifications on
- [The Importance of Having a Dominant Position in the Market](https://amaaonline.com/the-importance-of-having-a-dominant-position-in-the-market/) - In order to get top dollar for your business, it is necessary to prepare for the sale well in advance. In short, a tremendous amount of strategy and preparation goes into a successful sale. The amount you ultimately receive for your business is directly tied to how well you prepare. At the top of the
- [Is It Possible to Sell to a Business Competitor?](https://amaaonline.com/is-it-possible-to-sell-to-a-business-competitor/) - A common question in the realm of buying and selling businesses is, “Is it possible to sell to a business competitor?” The short answer is yes, it is quite possible and rather common. That stated, selling to a business competitor is different than selling to a buyer who is completely new to the industry. The
- [How to Keep Employees Engaged During an Ownership Transition](https://amaaonline.com/how-to-keep-employees-engaged-during-an-ownership-transition/) - Ensuring that your employees stay on course during your ownership transition should be one of your key areas of focus. There are many key steps that you should take during this delicate time. Let's explore the best tips for keeping your employees engaged throughout the entire ownership transition process. Step 1 – Establish and Implement
- [5 Tips for Buyers of International Businesses](https://amaaonline.com/5-tips-for-buyers-of-international-businesses/) - The decision to buy an international business is no doubt quite serious. There are numerous factors that must be taken into consideration when deciding whether or not an international business purchase is the right move. Let's take a closer look. Tip #1 – Relocating Vs. Hiring a Manager Buying an international business can also mean
- [Five Reasons Business Brokers Improve Closing Rates](https://amaaonline.com/five-reasons-business-brokers-improve-closing-rates/) - It has long been a well-known fact that business brokers can help improve closing rates. In this article, we will take a closer look at the five top reasons why having a business broker on your side can make all the difference in the world. #1 – They Reach the Most Buyers What seller isn't
- [What is EBITDA and Why is it Relevant to You?](https://amaaonline.com/what-is-ebitda-and-why-is-it-relevant-to-you/) - If you've heard the term EBITDA thrown around and not truly understood what it means, now is the time to take a closer look, as it can be used to determine the value of your business. That stated, there are some issues that one has to keep in mind while using this revenue calculation. Here
- [The Power of Recurring Revenue](https://amaaonline.com/the-power-of-recurring-revenue/) - Buyers and sellers alike love recurring revenue. But what is it exactly that makes it so attractive? Recurring revenue is generally viewed as a very good factor as it indicates positive cash flow, the potential for growth, business success and business stability. Let's take a closer look at how it can benefit you. Show You're
- [Seller Financing](https://amaaonline.com/seller-financing/) - The majority of business sales include some form of seller financing. Typically, seller financing is when the seller provides a loan to cover part of the purchase price. The rest of the purchase price is covered by the down payment or often other financing sources are used as well. Summed up another way, the seller
- [Can you Understand Your Buyer’s Key Motivations?](https://amaaonline.com/can-you-understand-your-buyers-key-motivations/) - Negotiations can be tricky affairs. One wrong move can undo a tremendous amount of work. In negotiations, it is best to take a moment and think about where the other party is coming from. What are their needs and how best can you meet them? Understanding your buyer's motivation increases the chances of a successful
- [How to Ensure Confidentiality During your Sale](https://amaaonline.com/how-to-ensure-confidentiality-during-your-sale/) - Selling a business is a process that depends upon professionalism and confidentiality. Selecting a business broker who understands the critical role that confidentiality plays is simply a must. Unfortunately, countless sellers have in fact dealt with a situation where a breach in confidentiality has caused a deal to fall apart. A failure to maintain confidentiality
- [5 Things to Consider When Transferring Your Business to Family Members](https://amaaonline.com/5-things-to-consider-when-transferring-your-business-to-family-members/) - Letting go of a business isn't a process that one should jump into lightly, and that fact holds true even when it comes to your loved ones. Let's take a look at five of the most important factors to consider when selling or transferring a business to a family member. #1 The All-Important Buy-Sell Agreement
- [Avoiding Legal Mistakes When Selling Your Business](https://amaaonline.com/avoiding-legal-mistakes-when-selling-your-business/) - A common mistake that many make when preparing to buy or sell a business is to overlook all the various legal issues involved. A legal mistake can bring the entire process to a screeching halt or even worse case cost you a small fortune. For this reason, it is important to carefully evaluate the full
- [Three Overlooked Areas to Investigate Before Buying](https://amaaonline.com/three-overlooked-areas-to-investigate-before-buying/) - Before you jump in and buy any business, you'll want to do your due diligence. Buying a business is no time to make assumptions or simply wing it. The only prudent course is to carefully investigate any business before buying, as the consequences of not doing so can in fact be rather dire. Let's take
- [Should You Become a Business Owner?](https://amaaonline.com/should-you-become-a-business-owner/) - While being a business owner may in the end not be for everyone, there is no denying the great rewards that come to business owners. So should you buy a business of your own? Let's take a moment and outline the diverse benefits of owning a business and help you decide whether or not this
- [Can I Buy a Business With No Collateral](https://amaaonline.com/can-i-buy-a-business-with-no-collateral/) - At first glance the idea of buying a business with no collateral may seem impossible, but in reality it can be done. Let's examine your options. When it comes to achieving this goal, your greatest assets are an open mind and a commitment to hanging in there despite the odds. The Small Business Association's 7
- [Sell Your Business and Start Your Retirement](https://amaaonline.com/sell-your-business-and-start-your-retirement/) - When the day comes to sell your business, it is important that prospective buyers understand why you have made this decision. Having a valid reason why it is time for you to sell can make your business more attractive to prospective buyers. After all, it is only natural that you will have to retire at
- [What Should Be in Your Partnership Agreement](https://amaaonline.com/what-should-be-in-your-partnership-agreement/) - Partnership agreements are essential business documents, the importance of which is difficult to overstate. No matter whether your business partner is essentially a stranger or a lifelong friend, it is prudent to have a written partnership agreement. A good partnership agreement clearly outlines all rights and responsibilities and serves as an essential tool for dealing
- [Points to Ponder for Sellers](https://amaaonline.com/points-to-ponder-for-sellers/) - Who best understands my business? When interviewing intermediaries to represent the sale of your firm, it is important that you discuss your decision process for selecting one. Without this discussion, an intermediary can't respond to a prospective seller's concerns. Are there any potential buyers? When dealing with intermediaries, it always helps to reveal any possible
- [Be a Winning Seller: Good Negotiation is the Key](https://amaaonline.com/be-a-winning-seller-good-negotiation-is-the-key/) - You've made the big decision to put your business on the market. Your reasons for selling are valid, carefully-considered, and “good” – the kind that won't make a prospective buyer shy away. Now, you may tell yourself, comes the fun part. You'll come up with a price – maybe a little high, but why not?
- [What Are Your Company’s Weaknesses?](https://amaaonline.com/what-are-your-companys-weaknesses-2/) - Every company has weaknesses; the trick is to fix them. There is a saying that the test of a good company president or CEO is what happens to the company when he or she leaves. Some companies–on paper–may look the same, but one company may be much more valuable due to weaknesses in the other
- [Strong Selling Points: Let Your Strengths Work for You](https://amaaonline.com/strong-selling-points-let-your-strengths-work-for-you/) - “Independent business owner” is a phrase with two meanings. Of course, it means being the owner of an independent business. But another way to look at “independent business owner” is to let this phrase define the very personality of the person at the helm. Independent. Confident. Self-assured. Strong-willed. These are vital entrepreneurial attributes, but, ironically,
- [Does Your Asking Price Truly Matter?](https://amaaonline.com/does-your-asking-price-truly-matter/) - It is no great secret that sellers often aim high. The logic sellers use is simple, “I can always reduce my price.” While that is true, sellers do need to remember that if the asking price is initially too high, buyers won't even take a serious look. In short, your selling price must be bound
- [What is Really in the Mind of Your Buyer?](https://amaaonline.com/what-is-really-in-the-mind-of-your-buyer/) - It is always important to try and put yourself “in the other person's shoes.” This fact is of paramount importance when dealing with prospective buyers. Thinking like a prospective buyer could, in fact, be the difference between selling your business and not selling your business. Yet, it is important to continue to put yourself in
- [Under-Reporting Comes Under Fire](https://amaaonline.com/under-reporting-comes-under-fire/) - What is the true income of an independent business? This is a question of interest to many parties--including prospective buyers, investors, and lenders--but nobody is more determined to know the answer than the Internal Revenue Service. What makes the "truth" about a company's income so elusive? Isn't this what financial record-keeping is all about? Yes
- [Ten Steps to the Successful Sale of a Business](https://amaaonline.com/ten-steps-successful-sale-business/) - 1. Make sure you have a valid reason for selling your business. Don't decide to sell because you have had a bad week or because moving closer to the grandkids sounds like a good idea. Also, don't decide to "test the waters" just to see what sort of price your business will command. Before you
- [Be a Winning Seller: Good Negotiation is the Key](https://amaaonline.com/be-winning-seller-good-negotiation-key/) - You've made the big decision to put your business on the market. Your reasons for selling are valid, carefully-considered, and "good" - the kind that won't make a prospective buyer shy away. Now, you may tell yourself, comes the fun part. You'll come up with a price - maybe a little high, but why not?
- [What Every Seller Should Know](https://amaaonline.com/what-every-seller-should-know/) - Selling your business is a major decision! You have devoted your time, money and energy to building, running and operating your business. It may well represent your life's work. You have decided that now is the right time to sell, and you want the very best professional guidance you can get. This is when working
- [Strong Selling Points: Let Your Strengths Work for You](https://amaaonline.com/strong-selling-points-let-your-strengths-work-you/) - "Independent business owner" is a phrase with two meanings. Of course, it means being the owner of an independent business. But another way to look at "independent business owner" is to let this phrase define the very personality of the person at the helm. Independent. Confident. Self-assured. Strong-willed. These are vital entrepreneurial attributes, but, ironically,
- [When Selling Your Business: Confidentiality Is Key](https://amaaonline.com/when-selling-your-business-confidentiality-is-key/) - You've make the big decision to sell. Your books are in order, you've spiffed up the premises. What are you waiting for? Many sellers get to this threshold and then become concerned about confidentiality. They do not want the news of their decision to reach their customers, competitors, employees, or creditors. After all, they figure,
- [Success in the 21st Century: Do You Have What It Takes?](https://amaaonline.com/success-21st-century-do-you-have-what-it-takes/) - Now that we crossed that much-heralded bridge to the 21st century and once on the other side, there will be new challenges, but many of the secrets of succeeding in independent business will remain the same. Ask yourself the following questions to see how you measure up to these old-and-new standards of entrepreneurial excellence: Are
- [The Entrepreneur: Both Sides](https://amaaonline.com/the-entrepreneur-both-sides/) - Strong Points Flexible and positive attitude Creative and comfortable with risk-taking Goal-focused and committed to success Organized Energetic Weak Points Impatient with achieving goals Distractible; tolerant of interruptions Distrustful of "the new" (especially technology) Tendency to stray from business plan Failure to delegate authority and tasks
- [Ten Ways to Cut It](https://amaaonline.com/ten-ways-cut-it/) - It's easy to be negative about cost-cutting. "Everything just costs more," a business owner will say; the subtext being, "What's the use?" Don't give up! There are ways to cut costs. The first step is to identify where the money goes . . . and why. Then look at creative ways to shave off the
- [When Selling Your Business, Play to Win](https://amaaonline.com/when-selling-your-business-play-win/) - If you are an independent business owner, you are most likely also an independent business seller--if not now, you will be somewhere down the road. The Small Business Administration reports that three to five years is a long enough stretch for many business owners and that one in every three plans to sell, many of
- [The Small Business Market: Reading Between the "Negative" Lines](https://amaaonline.com/the-small-business-market-reading-between-negative-lines/) - Experienced buyers of large businesses have tended to spurn the smaller business, citing traditional "negatives" involved in this type of transaction. Now big-time buyers are throwing away the don't-buy-small book; or at least, they are beginning to read between the lines. The so-called shortcomings of the small business acquisition can actually be opportunities in disguise.
- [Adding Value to Your Business](https://amaaonline.com/adding-value-your-business/) - If you are considering selling your business, remember that there are positive factors that influence value and those that detract from it. Looking at your business from a buyer's perspective is important since a prudent buyer will be adding and subtracting these various factors when arriving at an asking price. It is perhaps more important
- [Don't Sell Before You're Ready](https://amaaonline.com/dont-sell-before-youre-ready/) - The buyer and seller have both agreed on the sale price and the terms of the transaction. Everyone appears satisfied. As the day of closing approaches, the seller seems less cooperative and more apprehensive about selling the business. Ultimately, the sale falls apart. Who's to blame? The buyer was ready, willing and able to buy
- [Secrets to Closing the Sale Successfully](https://amaaonline.com/secrets-closing-sale-successfully/) - There are several things to consider when buying or selling a business. The most important is to listen to the other side. There are always reasons why someone wants something - even if you don't agree at first. Find out where the other side is coming from, then make a decision on whether you can
- [What Makes a Deal Close?](https://amaaonline.com/what-makes-deal-close/) - For every reason that a pending sale of a business collapses, there is a positive reason why the sale closed successfully. What does it take for the sale of a business to close successfully? Certainly there are reasons that a sale might not close that are beyond anyone's control. A fire, for example, the death
- [The Buy-Sell Agreement: No Business Should Be Without One](https://amaaonline.com/the-buy-sell-agreement-no-business-should-be-without-one/) - In the day-to-day activity of making a business work, many owners overlook the importance of the buy-sell agreement. This document (also referred to as a business continuity agreement) is like a will; no one thinks about it until it's too late. However, it may just be the most important written agreement or document you ever
- [Meet the Customers](https://amaaonline.com/meet-customers/) - Some of you might remember the commercial for one of the major airlines in which a business lost a major client, because they never saw anyone from the company. The president handed out airline tickets to the entire sales staff so they could go out and visit the customers. When asked what he was going
- [A Seller's Checklist of Do's and Don'ts](https://amaaonline.com/a-sellers-checklist-dos-donts/) - Do have all of your business documentation ready. Everything starts with it. Don't underestimate the value of your business. Owners of privately held businesses usually minimize profits to lower taxes. The financial statements may not reflect the real value of the business. Don't overprice your business. The right buyer who is willing to pay the
- [A Few Things to Consider](https://amaaonline.com/a-few-things-consider/) - Buyers Want Cash Flow The first thing to keep in mind is that the vast majority of buyers want to buy cash flow. Sit down with your accountant or bookkeeper and begin to get your financial statements in order with cash flow the order of business. Cash flow is not the same thing as profit.
- [Ten Mistakes that Sellers Make](https://amaaonline.com/ten-mistakes-sellers-make/) - 1. Not knowing what the business should sell for One of the most costly errors a business owner can make is not knowing the approximate price of his or her business prior to entering the selling process. Although the marketplace ultimately determines the final price, an owner needs to know what the approximate price his
- [Don't Let Sleeping Dogs Lie](https://amaaonline.com/dont-let-sleeping-dogs-lie/) - If you're considering selling your business, and you are employing a professional business broker or intermediary, it's imperative to be absolutely open with him or her. This is not the time for secrecy -- or even for subtlety, especially when it comes to problems. If you've been having trouble with your lease, one of your
- [Selling Your Business -- Some Key Questions and Answers](https://amaaonline.com/selling-your-business-some-key-questions-answers/) - Selling your business is a major decision! You have devoted your time, money and energy to building, running and operating your business. It may well represent your life's work. You have decided that now is the right time to sell, and you want the very best professional guidance available. This is when working in tandem
- [Selling a Business?](https://amaaonline.com/selling-business/) - Prepare for new management. As soon as you make the decision to sell, begin doing what you can to help the business run "on its own." The business should not, especially now, be just you! Accept the financing facts. You'll likely be financing the sale of your business, since banks are traditionally unenthusiastic about loans
- [Finding a Buyer Is Just the Beginning](https://amaaonline.com/finding-buyer-is-just-beginning/) - Many people who are selling their business think that once they find a buyer, the business is sold. Unfortunately, the real work is just beginning. Once a buyer is interested, there are the inevitable questions that must be answered. After the questions are answered and the buyer has satisfied himself or herself that the financial
- [Selling Your Business -- What's the Reason?](https://amaaonline.com/selling-your-business-whats-reason/) - There was a study done, years ago, that showed that the reason businesses were for sale had a direct relationship to its probability of sale. Reason for Sale %Reason for Sale %Probability of Sale Retirement 10-15% 30-35% Health Problems/Death 15-20% 25-30% Partnership & Family Problems/ Divorce 5-10% 15-20% Burnout/Other Business Investments 15-20% 15-20% Under-capitalization 20-25%
- [Why Your Business Won't Sell](https://amaaonline.com/why-your-business-wont-sell/) - What are the odds of your business actually selling once you have made the decision to sell? Well, if the annual sales of your business are $750,000 or less, research indicates that the odds of your business selling are only 18 percent. If your annual sales are $750,000 to $2 million, your odds increase to
- [How Important is the Asking Price?](https://amaaonline.com/how-important-asking-price/) - Depends on whom you are asking. If you're the seller, you might say that the asking price is too low. The buyer would say, obviously, that the asking price is too high. How can they both be right? Who decides? Most sellers have an idea of what they want for their business. It can be
- [The Very Expensive Desk Lamp](https://amaaonline.com/the-very-expensive-desk-lamp/) - This is a story based on a true incident - only some of the details have been changed. The buyer and seller were ready to close on a business when the buyer asked to look at the list of fixtures and equipment that were to be included in the sale. After a few minutes reviewing
- [Don't Take the Lease for Granted](https://amaaonline.com/dont-take-lease-granted/) - The cliché is that the key to business success is: location - location - location. If you own a business in which the location is an important reason for the success of the business, and you are considering selling, then the lease is a very critical issue in the sale. The time to deal with
- [A Lease Primer](https://amaaonline.com/a-lease-primer/) - The following is provided as a simple explanation of common leasing arrangements within a small business transaction. It is not intended to provide legal advice. The New Lease A new lease is created generally when the prior lease has expired or is about to and when there are going to be substantial changes to the
- [What is a Contingency?](https://amaaonline.com/what-contingency/) - A contingency in the sale of a business is a condition in the contract of sale or offer that must be resolved, satisfied or rectified by either a buyer or seller. If they are not satisfied then the sale will generally not go forward. Most offers on a business contain one or more contingencies. The
- [A Seller's Major Concerns](https://amaaonline.com/a-sellers-major-concerns/) - For many owners, selling their business is a new experience, and there is always the fear of the unknown. Selling a business is a not only a major economic decision, but it can also be an emotional one. After all, many business owners have spent many years, and a lot of hard work building the
- [What Will Your Buyer Be Looking For?](https://amaaonline.com/what-will-your-buyer-be-looking-for/) - The buyer loves your business; it’s just what he or she has been looking for. He has reviewed your financial statements and has made an offer contingent on several items. You’ve reviewed the offer and it looks fine, so what’s next? The contingencies in the deal mean that the buyer or his or her advisors
- [Where Your Business Is Located Can Affect Its Price](https://amaaonline.com/where-your-business-is-located-can-affect-its-price/) - The most recent editions of BizComps, the leading resource for comparable sales data (www.bizcomps.com ) has some interesting information on small business pricing based on the three major regions of the country – Eastern states, the Central states and the Western states. They cover thousands of actual business sales over a ten year period. Here
- [What's Selling Now?](https://amaaonline.com/whats-selling-now/) - A recent survey revealed the following percentage breakdown of last year’s business sales by business types. The information was furnished by business brokerage firms nationally and compiled by Business Brokerage Press. Retail businesses 17% Food & Drink related business 14% Auto related businesses 9% Distribution type businesses 11% Manufacturing businesses 16% Service type businesses 25%
- [The Highest Price Vs. The Best Deal](https://amaaonline.com/the-highest-price-vs-the-best-deal/) - Naturally, sellers want the highest price they can get for their business. In come cases, however, it might not be the best deal. For this reason, every offer should be scrutinized carefully. When an offer is presented, the first thing a seller looks for is the price. If it is lower than anticipated, the seller’s
- [Unreported Income: "Show Me the Money!"](https://amaaonline.com/unreported-income-show-me-money/) - Prospective buyers don’t want to hear about “what the business really makes” – they want to see the books and records that show what is down in black and white. Here is the old story about proper accounting procedures, or lack of: A Greek restaurant owner had his own bookkeeping system. He kept his accounts
- [Increasing the Value of Your Business](https://amaaonline.com/increasing-value-your-business/) - Considering selling your business? Just want to increase the value of your business? Here are some areas to look at that can fairly quickly increase profits, which are, after all, a main building block in creating value. • PRICING: Are the prices of the products or services set too low? Owners too often continue with
- [What Happens If?](https://amaaonline.com/what-happens-if/) - You may not have any intention of selling your business today. But, what happens to your business if you get hit by a truck, fall ill or are injured in some other way making you unable to operate your business for a fairly long period of time? Will your spouse step in? Do you have
- [Questions Business Buyers Want Answers To](https://amaaonline.com/questions-business-buyers-want-answers-to/) - If you are even thinking about selling your business, it’s important to know the questions that buyers generally want answers to. For example, the first question almost always asked by buyers is: If this is such a good business why is it for sale? How you answer this question can make or break a sale.
- [Selling Price Defined](https://amaaonline.com/selling-price-defined/) - When the time comes to sell your business, what makes up the selling price. What is it that you are selling and the buyer is buying? It is important that the selling price be defined in such a way to avoid any confusion. Below you will find some sample wording used by business intermediaries to
- [Is It Time to Make Some Changes?](https://amaaonline.com/is-it-time-make-some-changes/) - One of the major advantages of small and mid-sized businesses is that it is much easier to make changes with this category of business than it is with the larger kind. The larger company can become so mired in bureaucracy that it can’t turn on a dollar much less on a dime. Changes can be
- [A Business Owner's Report Card](https://amaaonline.com/a-business-owners-report-card/) - How does someone else, for example, a potential buyer, rate your business on the issues listed below? Rate your business and yourself on the time-honored “A” to “F” scale. You can even use a plus or minus. What’s your average? Too many business owners operate on gut feel or “from the heart.” Nothing wrong with
- [You Want How Much for Your Business?](https://amaaonline.com/you-want-how-much-your-business/) - This is often a prospective buyer’s first response when given the price of a seller’s business. This is especially true today when many excellent and profitable businesses have few hard or physical assets. For years, buyers, and even business appraisers, have called the difference between the actual physical assets and the asking price as “blue
- [Is Your Business Saleable?](https://amaaonline.com/is-your-business-saleable/) - Many business owners probably have asked themselves this question. There are many unique and different types of business. Some fill very small niches while others have carved out a unique product or service while still others require a unique or very specialized talent, knowledge or experience. An owner of a “unique” or at least unusual
- [Selling Checklist](https://amaaonline.com/selling-checklist/) - Thinking About Selling? Here are some tasks business owners should consider completing before going to market to help their businesses sell. Remove any items not included in the sale. That family heirloom portrait behind the counter of Grandfather William, founder of the business, should be removed. Remove or repair any non-functioning equipment. Prepare an operations
- [Price or Terms: The Structure of the Deal](https://amaaonline.com/price-terms-the-structure-deal/) - An old saying in negotiating the sale of a business goes like this: The buyer says to the seller, “You name the price, and I get to name the terms.” Another saying used to explain the actual value of the term full price: “If we could find you a business that nets you $250,000 a
- [The Numbers Don't Tell the WholeStory](https://amaaonline.com/the-numbers-dont-tell-wholestory/) - You’re considering selling your business. Your accountant or financial advisor has reviewed your profit and loss statement, and told you what he or she thinks your business is worth. Is this a valid figure? Do the numbers reflect the real value of your business? Below are some other factors to consider regarding the true value
- [Why Sellers Won't Sell](https://amaaonline.com/why-sellers-wont-sell/) - A recent survey asked leading business brokers and intermediaries: What is the seller’s biggest obstacle to selling the business? In other words, why do business owners who are considering selling fail to follow through? Seller’s Biggest Obstacle to Selling The answers to this question were revealing, fascinating and important for prospective sellers to understand and
- [What are Business Buyers Really Looking For?](https://amaaonline.com/what-business-buyers-really-looking-for/) - The obvious answer is probably that most people are looking to buy a business that makes a lot of money. But the real answers may surprise you. Here is a list of just a few that buyers have mentioned: • Pride of ownership • A business that looks like fun to own and operate •
- [Visiting Your Lease Again](https://amaaonline.com/visiting-your-lease-again/) - When is the last time you reviewed the lease on your business premises? When you signed it years ago? There are some important reasons that should prompt a business owner to revisit the terms of his lease. If you can’t assign your lease to a new owner, you may not be able to sell your
- [Is It Time to Raise Prices?](https://amaaonline.com/is-it-time-raise-prices/) - Increasing the price of your products or services is, in most cases, the most difficult decision a business owner has to make. Looking at the negatives is easy. • Our business is too competitive to increase prices. • Our customers/clients are used to our pricing. • Customers are too price-conscious. • We won’t be able
- [TEN STEPS FOR A SUCCESSFUL SALE](https://amaaonline.com/ten-steps-for-a-successful-sale/) - Your reason(s) for selling your business and your future goals need to be clear and well thought out before you try to market your business. A prospective buyer will want to know why you are selling and may be curious about what you intend to do after the sale. A poor economic climate and/or a
- [FOR YOUR CONSIDERATION](https://amaaonline.com/for-your-consideration/) - BUYERS WANT CASH FLOW Recasting financial statements will help you provide a potential buyer with a better view of cash flow. Cash flow is not the same as profit. All potential buyers will want to see the income tax returns, profit and loss statement, owner compensations, etc. LOOKS CAN MAKE A DIFFERENCE Just as you
- [10 Questions A Seller Should Ask A Broker](https://amaaonline.com/10-questions-a-seller-should-ask-a-broker/) - Are you a Certified and Registered Broker/Intermediary? Are you affiliated with any business brokerage associations or trade groups? Will you provide any references? (Sellers, Attorneys, etc.) How will you determine how much I should ask for my business? Will you display my business on any Internet sites? If so, how many? How, other than the
- [Are You Ready To Sell?](https://amaaonline.com/are-you-ready-to-sell/) - …….What a "loaded" question you may think, but the reality is that almost no business owner and their business reach the qualifications of "Ready to Sell" without professional assistance from a qualified individual. Getting your business and yourself, as the business owner "ready to sell", takes quite a bit of work and preparation. You need
- [Confidentiality Agreement - What Is It ?](https://amaaonline.com/confidentiality-agreement-what-is-it/) - Confidentiality Agreement - A pact that forbids buyers, sellers, and their agents in a given business deal from disclosing information about the transaction to others. It is common practice for the seller, or his or her intermediary, to require a prospective buyer to sign a confidentiality agreement, sometimes referred to as a non-disclosure agreement. This
- [When Is the Best Time to Sell Your Business?](https://amaaonline.com/when-is-best-time-sell-your-business/) - Many experts say that the best time to sell is when the business is better than it’s ever been. This may be good advice, but few follow it. Why sell when business is good? You just suffered through a few not-so-great years and now the experts are telling you to sell? Right or wrong –
- [Thinking About Selling?](https://amaaonline.com/thinking-about-selling/) - Here are some tasks business owners should consider completing before going to market to help their businesses sell. Remove any items not included in the sale. That family heirloom portrait behind the counter of Grandfather William, founder of the business, should be removed. Remove or repair any non-functioning equipment. Prepare an operations manual to show
- [Pre-Sale Tuneup](https://amaaonline.com/pre-sale-tuneup/) - Business owners are often asked, “Do you think you will ever sell your business?” The answers vary from: “Only when I can get my price” to “Never” to a realistic “I don’t really know” with everything else in between. “When will you sell your business?” is often asked, but very seldom answered. Certainly, misfortune can
- [Why Deals Fall Apart](https://amaaonline.com/why-deals-fall-apart/) - There are lots of reasons why the sale of a business falls apart. The reasons can be grouped into four major categories: those caused by the buyer; those caused by the seller; those caused by a third party; and those caused by “acts of fate”. (Anything that does not fit the first three categories can
- [Selling Your Business? Not So Fast](https://amaaonline.com/selling-your-business-not-so-fast/) - Most individual company owners only sell one business in their lifetime. A corporate buyer, however, may have been involved in quite a few transactions – some that worked and some that did not. What does this mean for the seller? The acquirer may have an experienced team or have been through the business transaction process
- [And a Letter of Intent Is...](https://amaaonline.com/and-letter-intent-is/) - The Letter of Intent (LOI) is a pre-contractual written instrument prepared by the buyer for the seller, which is usually the preliminary understanding of both parties. The Letter of Intent can also be called Agreement in Principle or Memorandum of Understanding. They all have the same general meaning and lay out the following: What is
- [What Sellers Can Do](https://amaaonline.com/what-sellers-can-do/) - In addition to using a business broker, there are specific steps you can take to increase the chance of a successful closing. Know why you want to sell your business. Before placing your business for sale, it is important that you both know why you want to sell your business and that you are certain
- [Selling Your Business? Do-It-Yourself is Risky Business!](https://amaaonline.com/selling-your-business-do-it-yourself-risky-business/) - When the owner of a business makes the decision to sell, he or she is taking a giant step that involves the emotions as well as the marketplace, each with its own set of complexities. Those sellers who are tempted to undertake the transaction on their own should understand both the process and the emotional
- [Are You Serious?](https://amaaonline.com/are-you-serious/) - There are three good questions to consider before selling your business. First, "Do you really want to sell this business?" If you're really serious about selling and have a solid reason (or reasons) why you want to sell, it will most likely happen. Second, "Do you have reasonable expectations?" You increase your chances of selling
- [What Makes a Business Unique](https://amaaonline.com/what-makes-business-unique/) - Most business owners think that their business is unique. There are obviously many different attributes that can make a business stand out from others. However, there are some key factors that make a business both unique and, at the same time, make it more valuable in the marketplace and more desirable by prospective purchasers. Just
- [Key Items Necessary for Selling a Business](https://amaaonline.com/key-items-necessary-selling-business/) - Three years of profit and loss statements Federal taxes for the same three years Current list of fixtures and equipment The lease and related documents Franchise agreement (if applicable) List of encumbrances, loans, equipment leases, etc. Approximate amount of inventory on hand Names of outside advisors with contact information Marketing materials, catalogs, promotional pieces, etc.
- [Negotiating the Price Gap Between Buyers and Sellers](https://amaaonline.com/negotiating-price-gap-between-buyers-sellers/) - Sellers generally desire all-cash transactions; however, oftentimes partial seller financing is necessary in typical middle market company transactions. Furthermore, sellers who demand all-cash deals typically receive a lower purchase price than they would have if the deal were structured differently. Although buyers may be able to pay all-cash at closing, they often want to structure
- [Venture Financing: The Hard Facts](https://amaaonline.com/venture-financing-the-hard-facts/) - Government financing and venture capital financing account for less than one percent of all new business financing. Sixty-seven percent of all small to mid-sized businesses are financed by personal savings or friends; thirty-three percent are financed by lending institutions. The facts about venture capital financing are especially cold and hard... Venture capital is limited to
- [Friends and Family: A Financing Option](https://amaaonline.com/friends-family-a-financing-option/) - The first job facing many prospective business owners is rounding up the cash necessary to make the purchase. They may find that banks have made borrowing difficult (or all but impossible), and that even SBA loans have requirements too stringent to meet. One viable option is obtaining financing from the seller; another is to seek
- [Financing the Business Acquisition](https://amaaonline.com/financing-business-acquisition/) - The epidemic of corporate downsizing in the US has made owning a business a more attractive proposition than ever before. As increasing numbers of prospective buyers embark on the process of becoming independent business owners, many of them voice a common concern: how do I finance the acquisition? Prospective buyers are aware that the credit
- [Financing the Business Purchase](https://amaaonline.com/financing-business-purchase/) - Where can buyers turn for help with what is likely to be the largest single investment of their lives? For most small to mid-sized business acquisitions, here are the best ways to go: Personal Equity Typically, anywhere from 20 to 50 percent of cash needed to buy a business comes from the buyer and his
- [The Advantages of Seller Financing](https://amaaonline.com/the-advantages-seller-financing/) - Business owners who want to sell their business are often told by business brokers and intermediaries that they will have to consider financing the sale themselves. Many owners would like to receive all cash, but many also understand that there is very little outside financing available from banks or other sources. The only source left
- [Financing Facts](https://amaaonline.com/financing-facts/) - There still aren't too many ways to finance the purchase of a business. Here are the primary methods: Buyer Financing Some buyers may have the cash available to purchase the business. Some may elect to use the equity in their residence, or other real estate. Others may have other assets that they can sell or
- [Seize the Moment -- Tips for Sellers (Option B)](https://amaaonline.com/seize-moment-tips-sellers-option-b/) - If you have made the decision to sell your business, the wisest first move is to contact a qualified business broker professional, who can . . . Advise you on pricing and structuring the sale of your business. Prepare the marketing strategy, using professional resources. Determine the right buyer for your particular business. Educate buyers
- [Why Use a Business Broker](https://amaaonline.com/why-use-business-broker/) - A professional business broker can be helpful in many ways. They can provide you with a selection of different and, in many cases, unique businesses, including many that you would not be able to find on your own. Approximately 90 percent of those who buy businesses end up with something completely different from the business
- [Buying a Franchise: What It's Worth to You](https://amaaonline.com/buying-franchise-what-its-worth-you/) - If you are considering entering the world of franchising, an important consideration is assessing the value of the business. All of the following factors either affect or help determine valuations of typical franchise operations: 1. Franchise Agreements: Typically, franchise agreements can cover a period of twenty years; sometimes with added options. In most situations where
- [What Is a Company Worth?](https://amaaonline.com/what-is-company-worth/) - This question can only be answered by addressing other related questions, specifically: Who’s asking and for what purpose? From the perspective of the owner, prospective buyers, the IRS, lenders and divorce & bankruptcy courts, the value of a business for purposes of a sale, estate planning, orderly or forced liquidation, gifting, divorce, etc. can be
- [12 Ways to Increase the Value of Your Company](https://amaaonline.com/12-ways-increase-value-your-company/) - 1. Build a solid management team. A business with sales of $5 million and up needs a full complement of officers and directors. Such a team might include: a COO, a CFO, a sales manager and, depending on the type business, an IT director. It is also beneficial to create a Board of Directors with at
- [The Value of a Business: Get to the Heart of the Matter](https://amaaonline.com/the-value-business-get-heart-matter/) - What is the value of your business? There are many ways to approach that question -- based on complex formulas or just a good hard look at the balance sheet, but no answer based purely on numbers is going to be exactly right. Even factoring in that most popular of abstracts -- goodwill -- the
- [A Different Look at Valuing Your Company](https://amaaonline.com/a-different-look-valuing-your-company/) - Is there pricing elasticity? What's proprietary? What's the company's competitive advantage? Status of employment agreements and non-competes? Post-Acquisition: Are there cost savings after purchase? Are there significant capital expenditures pending? Is there synergy with the seller? Is it perceived the integration will go smoothly? Are there substantial cross-selling possibilities? Will the cultures blend? The Financials:
- [What Is a Business Worth?](https://amaaonline.com/what-is-business-worth/) - Many courts and the Internal Revenue Service have defined fair market value as: "The amount at which property would exchange between a willing buyer and a willing seller, neither being under any compulsion to buy or sell and both having a reasonable knowledge of relevant facts." You may have to read this several times to
- [Simplifying the Valuation](https://amaaonline.com/simplifying-valuation/) - “There are many reasons for valuing an entity, and those circumstances can lead to different outcomes…For instance, a business’s value for sale on a going-concern basis will differ from its value for liquidation purposes. It similarly makes a difference if the valuation is for an orderly liquidation as opposed to a forced one. For example,
- [Checklist for Valuation](https://amaaonline.com/checklist-valuation/) - 1. Start with the business - Value Drivers: Size, growth rate, management, niche, history - Value Detractors: Customer concentration Poor financials Outdated M&E Few assets Lack of agreements with employees, customers, suppliers Poor exit possibilities Small market Potential technology changes Product or service very price sensitive 2. Financial analysis: Market Value - comparables Multiple of Earnings - based
- [Size Breakdown of Businesses](https://amaaonline.com/size-breakdown-businesses/) - Here is a common and much-used breakdown by the federal government: Small Business Administration (SBA): Very Small Business = 19 or fewer employees Small Business = 20 to 99 employees Medium-Size Business = 100 to 499 employees Large Business = 500+ employees
- [How Many Businesses Are There?](https://amaaonline.com/how-many-businesses-are-there/) - We suspect that the answer to this question depends on who you ask! The Internal Revenue Service (IRS) reports that they received some 24.8 million business tax returns for the year 1999. We can hear the joyful sounds emanating from new business brokers and those considering the profession. Wow, almost 25 million businesses! We can hear them
- [M&A Trends](https://amaaonline.com/ma-trends/) - A recent article in M&A Today offered some observations concerning current and future M&A trends. “The business world is constantly changing. For the first half of the 20th century, vertical integration was the objective in which, oil companies, for example, owned the entire process from drilling to retailing at the gas station. From 1950 to
- [Closing the Price Gap](https://amaaonline.com/closing-price-gap/) - The deal is getting down to the wire, the price differential is close, but the parties are not yet in agreement. Following are some ideas that might get the ball rolling and help bring the parties together. Let the seller retain the real estate and rent it to the buyer, thus reducing the price. The
- [A Board of Advisors](https://amaaonline.com/a-board-advisors/) - In most jurisdictions, a board of directors is not required for privately held companies. However, many of these companies have appointed what might be termed advisory boards. Although they may not have any legal authority, owners of these privately owned companies have discovered that this team of outside advisors can assist them in many ways.
- [Small Company Growth Trends](https://amaaonline.com/small-company-growth-trends/) - The median sales of a company going public has gone from an average $15 million in 1999 and 2000 to $164 million in 2004. Smaller companies have decided not to go public as often as in years past, and they reap the quick – and cheap – money as a result of that decision. The
- [Small Companies Are Innovators](https://amaaonline.com/small-companies-are-innovators/) - Small companies are the innovators. The need for large companies to acquire small companies is necessary in order for the former to capture new products and services. According to Fortune magazine, "Big companies almost never innovate. This is unfortunate because innovation is one of the few ways to gain proprietary advantage and stay profitable. It's
- [Entrepreneurship Is Alive and Well!](https://amaaonline.com/entrepreneurship-is-alive-well/) - A recent article in the Boston Globe reported that although more attention is on the large, primarily publicly held companies, more and more people are making their living by operating their own businesses. In fact, nationally, over 500,000 new businesses are started every year. What this means is that over 10 percent of workers are
- [The Independent Contractor Revisited](https://amaaonline.com/the-independent-contractor-revisited/) - As the federal government and the state governments look for more ways to bring in money, the independent contractor status is a likely place for them to look. After all, by using independent contractors rather than employees, employers don’t have to withhold taxes, provide workers’ compensation, contribute to unemployment compensation, or provide any benefits such
- [Lessons Learned: Comments from Those Who Failed](https://amaaonline.com/lessons-learned-comments-those-who-failed/) - The following appeared in a study, Financial Difficulties of Small Businesses and Reasons for Their Failure, prepared for the Small Business Administration (SBA). They are statements made by individuals whose business was in financial difficulty and subsequently failed. Their comments are listed under the stated reason for failure. Tax Troubles IRS stepped in and took
- [Saying "Hello" -- More Important than You Think](https://amaaonline.com/saying-hello-more-important-you-think/) - The telephone rings, the caller receives a message welcoming them, then she is asked to dial the extension of the person she wants to talk to. Since she doesn’t know the extension, she has to wait and listen to the office directory; then presses the extension number only to discover that the person being called
- [Women Business Owners: Coming on Strong](https://amaaonline.com/women-business-owners-coming-strong/) - If there were any doubt that women owners are an ever-growing force on the independent business scene, new studies of leading female entrepreneurs around the world supplies incontrovertible proof. The National Foundation for Women Business Owners (NFWBO) has been hard at work, researching the small business climate for women and identifying strong trends. Fifty Top
- [A Private Equity Glossary](https://amaaonline.com/a-private-equity-glossary/) - “Deep-pocketed investors often set aside money to buy into private equity funds. Such investments tend to be riskier but can generate higher returns than stocks or bonds. Here are some of the key players and terms in the world of private equity investments. • Private equity firms: A broad category. It includes venture capitalists and buyout
- [Why Do Deals Fall Apart?](https://amaaonline.com/why-do-deals-fall-apart-2/) - In many cases, the buyer and seller reach a tentative agreement on the sale of the business, only to have it fall apart. There are reasons this happens, and, once understood, many of the worst deal-smashers can be avoided. Understanding is the key word. Both the buyer and the seller must develop an awareness of
- [Today's Business Buyer: A Profile](https://amaaonline.com/todays-business-buyer-a-profile/) - Today's independent business marketplace attracts a wide variety of buyers eager for a piece of ownership action. Buyers of small businesses are most likely replacing lost jobs or searching for a happier alternative to corporate life. Buyers of mid-sized and large operations are, typically, private investment companies seeking businesses to build and eventually sell for
- [Why should I buy a business rather than start one?](https://amaaonline.com/why-should-i-buy-a-business-rather-than-start-one/) - An existing business has a track record. The failure rate in small business is largely in the start-up phase. The existing business has demonstrated that there is a need for that product or service in a particular locale. Financial records are available along with other information on the business. Most sellers will stay and train
- [What is the real reason people go into business for themselves?](https://amaaonline.com/what-is-the-real-reason-people-go-into-business-for-themselves/) - There have been many surveys taken in an attempt to answer this question. Most surveys reveal the same responses, in almost the same identical order of priority. Here are the results of a typical survey, listed in order of importance: 1. To do my own thing, control my own destiny. 2. Don't want to work
- [How are businesses priced?](https://amaaonline.com/how-are-businesses-priced/) - Generally, at the outset, a prospective seller will ask the business broker what he or she thinks the business will sell for. The business broker usually explains that a review of the financial information will be necessary before a price, or a range of prices, can be suggested for the business. Most sellers have some
- [What should I Look for?](https://amaaonline.com/what-should-i-look-for/) - Obviously, you want to consider only those businesses that you would feel comfortable owning and operating. "Pride of Ownership" is an important ingredient for success. You also want to consider only those businesses that you can afford with the cash you have available. In addition, the business you buy must be able to supply you
- [What does it take to be successful?](https://amaaonline.com/what-does-it-take-to-be-successful/) - Certainly, you need adequate capital to buy the business and to make the improvements you want, along with maintaining some reserves in case things start off slowly. You need to be willing to work hard and, in many cases, to put in long hours. Unfortunately, many of today's buyers are not willing to do what
- [What happens when I find a business I want to buy?](https://amaaonline.com/what-happens-when-i-find-a-business-i-want-to-buy/) - When you find a business, the business broker will be able to answer many of your questions immediately or will research them for you. Once you get your preliminary questions answered, the typical next step is for the broker to prepare an offer based on the price and terms you feel are appropriate. This offer
- [Why should I go to a business broker?](https://amaaonline.com/why-should-i-go-to-a-business-broker/) - A professional business broker can be helpful in many ways. They can provide you with a selection of different and, in many cases, unique businesses, including many that you would not be able to find on your own. Approximately 90 percent of those who buy businesses end up with something completely different from the business
- [Do I need an attorney?](https://amaaonline.com/do-i-need-an-attorney/) - It may be advisable to have an attorney review the legal documents. It is important, however, that the attorney you hire is familiar with the business buying process and has the time available to handle the paperwork on a timely basis. If the attorney does not have experience in handling business sales, you may be
- [How long does it take to sell my business?](https://amaaonline.com/how-long-does-it-take-to-sell-my-business/) - It generally takes, on average, between five to eight months to sell most businesses. Keep in mind that an average is just that. Some businesses will take longer to sell, while others will sell in a shorter period of time. The sooner you have all the information needed to begin the marketing process, the shorter
- [What can business brokers do - and, what can't they do?](https://amaaonline.com/what-can-business-brokers-do-and-what-cant-they-do/) - Business brokers are the professionals who will facilitate the successful sale of your business. It is important that you understand just what a professional business broker can do -- as well as what they can't. They can help you decide how to price your business and how to structure the sale so it makes sense
- [What can I do to help sell my business?](https://amaaonline.com/what-can-i-do-to-help-sell-my-business/) - A buyer will want up-to-date financial information. If you use accountants, you can work with them on making current information available. If you are using an attorney, make sure they are familiar with the business closing process and the laws of your particular state. You might also ask if their schedule will allow them to
- [What happens when there is a buyer for my business?](https://amaaonline.com/what-happens-when-there-is-a-buyer-for-my-business/) - When a buyer is sufficiently interested in your business, he or she will, or should, submit an offer in writing. This offer or proposal may have one or more contingencies. Usually, the contingencies concern a detailed review of your financial records and may also include a review of your lease arrangements, franchise agreement (if there
- [Why is seller financing so important to the sale of my business?](https://amaaonline.com/why-is-seller-financing-so-important-to-the-sale-of-my-business/) - Surveys have shown that a seller who asks for all cash, receives on average only 70 percent of his or her asking price, while sellers who accept terms receive on average 86 percent of their asking price. That's a difference of 16 percent! In many cases, businesses that are listed for all cash just don't sell. With
- [A Buyer's Quandary](https://amaaonline.com/a-buyers-quandary/) - Statistics reveal that out of about 15 would-be business buyers, only one will actually buy a business. It is important that potential sellers be knowledgeable on what buyers go through to actually become business owners. This is especially true for those who have started their own business or have forgotten what they went thorough prior
- [Why Do People Go Into Business?](https://amaaonline.com/why-do-people-go-into-business/) - 41% joined the family business 36% wanted more control over their future 27% tired of working for someone else 5% were downsized or laid off *Source: Dun & Bradstreet 19th Annual Small Business Survey May 2000. Totals add up to more than 100% because respondents could choose more than one reason for going into business
- [Rating Today's Business Buyers](https://amaaonline.com/rating-todays-business-buyers/) - Once the decision to sell has been made, the business owner should be aware of the variety of possible business buyers. Just as small business itself has become more sophisticated, the people interested in buying them have also become more divergent and complex. The following are some of today's most active categories of business buyers:
- [What Do Buyers Want to Know?](https://amaaonline.com/what-do-buyers-want-know/) - What is the required capital investment? What is the annual net increase in sales? What is in inventory? What is the debt? What is the prospect of the owner staying on? What makes this company different/special/unique? What further defines the product or service? Bid work? Repeat business? What can be done to grow the business?
- [Take a Look at Your Lease](https://amaaonline.com/take-look-your-lease/) - If your business is not location-sensitive, that is, if your business location is immaterial to its success, then the following may not be important. However, lease information is usually helpful no matter what the situation. The business owner whose business is very dependent on its current location should certainly read on. If your business is
- [Happy Employees Can Increase Profits...and Value](https://amaaonline.com/happy-employees-can-increase-profits-and-value/) - Happy employees mean happy customers and clients. An unhappy employee can mean loss of business or worse. How does a business owner create happy and contented employees? It all starts with the hiring process – hiring positive people to start with certainly helps. Offering as many benefits as your business can afford is also a
- [Expanding Your Business](https://amaaonline.com/expanding-your-business/) - The term “growing the business” seems to be the term of choice for business people who discuss expansion. Unfortunately, in too many cases, this growing never goes beyond the seedling stage. Business people also talk about “thinking outside the box.” Again, that concept encompasses so much – what box? How far outside? – that it
- [What Is Burnout?](https://amaaonline.com/what-is-burnout/) - Burnout can come with a business that's successful as well as with one that's failing to grow. The right time to sell is before the syndrome becomes a threat to the effective management of a business. What are the warning signs of burnout? • That isolated feeling. The burnt-out owner has been "chief cook and
- [Do You Have an Exit Plan?](https://amaaonline.com/do-you-have-exit-plan/) - "Exit strategies may allow you to get out before the bottom falls out of your industry. Well-planned exits allow you to get a better price for your business." From: Selling Your Business by Russ Robb, published by Adams Media Corporation Whether you plan to sell out in one year, five years, or never, you need
- [Tips on Avoiding the Dealbreakers](https://amaaonline.com/tips-avoiding-dealbreakers/) - One of the most important steps is to hire the right advisors. This begins with the right professional M&A specialist. The right attorney should be added to the team. The right one is an attorney who has been through the sales process many times - one who is a deal maker seeking solutions, not a
- [Is This the Right Time to Sell?](https://amaaonline.com/is-this-right-time-sell/) - "Whatever the reason, there should be something other than dollars that motivates you to explore a sale. After all, if it weren't more valuable to own the business than to sell it, no one would ever buy it." Mike Sharp, M&A Today, November 2002 The owner of a successful company is considering selling, thinking now
- [The Term Sheet](https://amaaonline.com/the-term-sheet/) - Buyers, sellers, intermediaries and advisors often mention the use of a term sheet prior to the creation of an actual purchase and sale agreement. However, very rarely do you ever hear this document explained. It sounds good but what is it specifically? Very few books about the M&A process even mention term sheet. Russ Robb's
- [What Makes Your Company Unique?](https://amaaonline.com/what-makes-your-company-unique/) - There are unique attributes of a company that make it more attractive to a possible acquirer and/or more valuable. Certainly, the numbers are important, but potential buyers will also look beyond them. Factors that make your company special or unique can often not only make the difference in a possible sale or merger, but also
- [Why Your Company Needs a Physical](https://amaaonline.com/why-your-company-needs-physical/) - Many executives of both public and private firms get a physical check-up once a year. Many of these same executives think nothing of having their investments checked over at least once a year - probably more often. Yet, these same prudent executives never consider giving their company an annual physical, unless they are required
- [10 Tips for a Successful Sale](https://amaaonline.com/10-tips-successful-sale/) - 1.Sellers should find out the loan value of the fixtures, equipment and machinery prior to a sale. Many buyers will count on using it for loan or collateral purposes. No one wants to find out at the last minute that the value of the machinery won't support the debt needed to put the deal together.
- [Are You Ready to Exit?](https://amaaonline.com/are-you-ready-exit/) - If you've gone this far, then selling your business has aroused enough curiosity that you are taking the first step. You don't have to make a commitment at this point; you are just getting informed about what is necessary to successfully sell your business. This section should answer a lot of your questions and help
- [You Can Help!](https://amaaonline.com/you-can-help/) - You, as the seller, are an integral part of the total marketing program. We would like to offer a few friendly recommendations that will help in the marketing efforts. It might also be helpful if you took a good look at your business from the perspective of a buyer. Try to put yourself in the
- [Common Seller Questions](https://amaaonline.com/common-seller-questions/) - How long does it take to sell my business? It generally takes, on average, between five to eight months to sell most businesses. Keep in mind that an average is just that. Some businesses will take longer to sell, while others will sell in a shorter period of time. The sooner you have all the
- [A Selling Memorandum](https://amaaonline.com/a-selling-memorandum/) - A sellers memorandum includes all those points one would normally expect to see in any business plan, to wit: an executive summary, a business description, financial requirements, target market niche, identification of top management, an operations review, analysis of strengths and weaknesses, and current financial statements and projections. Guide to Mergers and Acquisitions published by
- [Selling Your Company -- Some Key Points](https://amaaonline.com/selling-your-company-some-key-points/) - Settle all litigation and environmental issues before putting the company on the market. Hire a good transaction lawyer, because the buyer will also. If company owners are totally inflexible, the buyer may walk away from the transaction. Be prepared to accept a lower price for lack of management depth, dependence on a small number of
- [Does the Deal Fit?](https://amaaonline.com/does-deal-fit/) - "The most successful integrations were directed by people who placed the common good of the combined organization and its customers before all else." From: The Mergers & Acquisitions Handbook. By now, most business owners are familiar with the problems created by the merger of Daimler, the German automobile company, and Chrysler, the American car maker.
- [The Confidentiality Myth](https://amaaonline.com/the-confidentiality-myth/) - When it comes time to sell the company, a seller's prime concern is one of confidentiality. Owners are afraid that "if the word gets out" they will lose employees, customers and suppliers. Not to downplay confidentiality, but these incidents seldom happen if the process is properly managed. There is always the chance that a "leak"
- ["Red Flags" in the Sunset](https://amaaonline.com/red-flags-sunset/) - Unlike that poetic title of an old-time standard song, Red Sails in the Sunset, red flags are not a pretty sight. They can cause a deal to crater. Sellers have to learn to recognize situations indicating there might be a problem in their attempt to sell their business. Very, very seldom does a white knight
- [The Anatomy of a Deal](https://amaaonline.com/the-anatomy-deal/) - The following might be a subtitle for this true account of how one deal was put together: "In spite of everything, you need only one buyer - the right one!" (Although the details are factual, names and financial data are fictional.) The company (let's call it ElectroCo) has carved a niche in a billion dollar
- [Confidentiality Agreements](https://amaaonline.com/confidentiality-agreements/) - "Confidentiality Agreement - A pact that forbids buyers, sellers, and their agents in a given business deal from disclosing information about the transaction to others." The M&A Dictionary It is common practice for the seller, or his or her intermediary, to require a prospective buyer to sign a confidentiality agreement, sometimes referred to as a
- [What Is Goodwill?](https://amaaonline.com/what-is-goodwill/) - In the practical sense, when selling a business, goodwill is all the hard work and effort the seller has put into the business over the years. When acquiring a business, goodwill is the difference between the tangible assets and the purchase price. Goodwill value should not be confused with going-concern value. There is a big
- [Seller Financing: It Makes Dollars and Sense](https://amaaonline.com/seller-financing-it-makes-dollars-sense/) - When contemplating the sale of a business, an important option to consider is seller financing. Many potential buyers don't have the necessary capital or lender resources to pay cash. Even if they do, they are often reluctant to put such a hefty sum of cash into what, for them, is a new and untried venture.
- [Financing the Business Sale -- Some Questions to Answer!](https://amaaonline.com/financing-business-sale-some-questions-answer/) - Structuring the purchase of a business is an issue that should be faced early in the selling decision. Ultimately, the final structure of the sale will be determined by actual negotiations between buyer and seller, but the seller must still answer the following questions: What is the lowest amount of cash acceptable from the sale?
- [Why Seller Financing?](https://amaaonline.com/why-seller-financing/) - Many business owners would like to receive all-cash for their business when selling. And yet they are often told that this is really not possible. Why? Most people are accustomed to financing just about everything - home, car, vacation home, even college for their children. The first question business brokers are often asked is, "How
- [Seller Financing -- How a Broker Can Help](https://amaaonline.com/seller-financing-how-broker-can-help/) - Another important factor relating to the asking price is the amount of cash involved in the sale. There is an old saying that the higher the full-price, the lower the down payment - and vice-versa. The sale of almost any business involves some seller financing. The smaller the down payment, the higher likelihood of a
- [Keys to a Successful Closing](https://amaaonline.com/keys-successful-closing/) - The closing is the formal transfer of a business. It usually also represents the successful culmination of many months of hard work, extensive negotiations, lots of give and take, and ultimately a satisfactory meeting of the minds. The document governing the closing is the Purchase and Sale Agreement. It generally covers the following: • A description
- [Reasons to Sell / Reasons to Acquire](https://amaaonline.com/reasons-sell-reasons-acquire/) - A January 2004 survey conducted by the DAK Group/Rutgers found the following breakdown of why businesses are for sale: Reasons To Sell Risk reduction 44% Competition or market changes 41% External pressures 27% Lifestyle factors (age, health, etc.) 14% Lack of capital 9% Ownership/management issues 07% Note: Multiple responses allowed; Source: DAK Group/Rutgers It is interesting to note that the
- [Considerations When Selling...Or Buying](https://amaaonline.com/considerations-when-selling-or-buying/) - Important questions to ask when looking at a business...or preparing to have your business looked at by prospective buyers. • What’s for sale? What’s not for sale? Does it include real estate? Are some of the machines leased instead of owned? • What assets are not earning money? Perhaps these assets should be sold off. • What is
- [The Offering Memorandum](https://amaaonline.com/the-offering-memorandum/) - A solid, factual and compelling offering memorandum maximizes the chances of not only selling a business, but obtaining the highest possible price. An offering memorandum is also referred to as the selling memorandum, a confidential descriptive memorandum, or simply as “the book.” The memorandum, regardless of the terminology used, must be as factual as possible,
- [Due Diligence -- Do It Now!](https://amaaonline.com/due-diligence-do-it-now/) - Due diligence is generally considered an activity that takes place as part of the selling process. It might be wise to take a look at the business from a buyer’s perspective in performing due diligence as part of an annual review of the business. Performing due diligence does two things: (1) It provides a valuable
- [The Three Ways to Negotiate](https://amaaonline.com/the-three-ways-negotiate/) - Basically, there are three major negotiation methods. 1. Take it or leave it. A buyer makes an offer or a seller makes a counter-offer – both sides can let the “chips fall where they may.” 2. Split the difference. The buyer and seller, one or the other, or both, decide to split the difference between what the
- [Remember: It Is Not Always the Price](https://amaaonline.com/remember-it-is-not-always-price/) - The following are situations where the price was not the deciding issue in the successful sell of a business. The ultimate buyer may be the only one who really understands the situation. A business intermediary really understands the issues and can lead the buyer and seller to a successful resolution. • One seller had 60 shareholders
- [An Update on Earnouts](https://amaaonline.com/an-update-earnouts/) - New accounting rules may require that acquirers and acquiring companies report earnout agreements as liabilities. Joel Johnson, president of Orchard Partners Inc., in his article, “Earnouts,” published by Valuation Strategies, states: "In a given year, 2% - 3% of announced mergers and acquisition agreements involve earnouts. These figures probably understate their prevalence. Earnouts tend to
- [Ownership Transition -- Survey Results](https://amaaonline.com/ownership-transition-survey-results/) - Mass Mutual Life Insurance Company provided the following survey results based on family-owned businesses. Although the survey was conducted several years ago, the results are still quite revealing, and still applicable. • Four out of five companies are still controlled by the founders. • 30% of family-owned companies will change leadership within the next five years. • 55%
- [Personal Goodwill: Who Owns It?](https://amaaonline.com/personal-goodwill-who-owns-it/) - Personal Goodwill has always been a fascinating subject, impacting the sale of many small to medium-sized businesses – and possibly even larger companies. How is personal goodwill developed? An individual starts a business and, during the process, builds one or more of the following: • A positive personal reputation • A personal relationship with many of the
- [How's Your Corporate Social Responsibility (CSR)?](https://amaaonline.com/hows-your-corporate-social-responsibility-csr/) - Your first question may be, “Just what is Corporate Social Responsibility (CSR)?” We see CSR demonstrated in a variety of ways in areas such as: THE COMMUNITY: o Contributing to local community programs through financial support and personal involvement THE ENVIRONMENT: o Using packaging and containers that are environmentally-friendly o Recycling o Using low-emission and high mileage vehicles where
- [Why Deals Fall Apart -- Loss of Momentum](https://amaaonline.com/why-deals-fall-apart-loss-momentum/) - Deals fall apart for many reasons – some reasonable, others unreasonable. For example: • The seller doesn’t have all his financials up to date. • The seller doesn’t have his legal/environmental/administrative affairs up to date. • The buyer can’t come up with the necessary financing. • The well known “surprise” surfaces causing the deal to fall apart. The list
- [Who Is Today's Buyer?](https://amaaonline.com/who-is-todays-buyer/) - It has always been the American Dream to be independent and in control of one’s own destiny. Owning your own business is the best way to meet that goal. Many people dream about owning their own business, but when it gets right down to it, they just can’t make that leap of faith that is
- [Family-Owned Businesses Do Have Choices](https://amaaonline.com/family-owned-businesses-do-have-choices/) - Family-owned businesses do have some options when it comes time to sell. Selling the entire business may not be the best choice when there are no other family members involved. Here are some choices to be considered: Internal Transactions Hire a CEO – This approach is a management exit strategy in which the owner retires,
- [Rating Buyer Seriousness](https://amaaonline.com/rating-buyer-seriousness/) - Use the following criteria to separate the serious buyers from window-shoppers. (Add up plus points, subtract minus points. The serious buyer will rate a 6 or above.) Minus Point Factors -4 needs outside financing (excluding home equity) -4 been looking for 6 months or more -3 no available cash -3 still working in corporate world
- [Surveying the Business Scene: How Many Sell?](https://amaaonline.com/surveying-business-scene-how-many-sell/) - One of the most frequently-asked questions by those looking at the independent business scene is: "How many are for sale?" Right on the heels of that question comes another: "How many actually sell?" To determine how many of these businesses are for sale at any one time, and what percentage of these get sold, it
- [Selling: What Does An Intermediary Expect From You](https://amaaonline.com/selling-what-does-an-intermediary-expect-from-you-2/) - If you are seriously considering selling your company, you have no doubt considered using the services of an intermediary. You probably have wondered what you could expect from him or her. It works both ways. To do their job, which is selling your company; maximizing the selling price, terms and net proceeds; plus handling the
- [Expediting Change Post-Closing](https://amaaonline.com/expediting-change-post-closing/) - The deal is done and you have completed the closing. Now what do you do? You help the new owner because chances are that you have some vested interest in the new entity, and it is in your best interest that the new owner is successful. For example: – there may be an escrow account due
- [Learn the Dynamics and Save the Deal](https://amaaonline.com/learn-dynamics-save-deal/) - Many business owners are unfamiliar with the dynamics of selling a company, because they have never done so. There are numerous possible “deal breakers.” Being aware of the following pitfalls and their remedies should help prevent the possibility of an aborted transaction. Neglecting the Running of Your Business A major reason companies with sales under
- [Fairness Opinions](https://amaaonline.com/fairness-opinions/) - Since one often hears the term “fair value” or “fair market value,” it would be easy to assume that “fairness opinion” means the same thing. A fairness opinion may be based to some degree on fair market value, but there the similarities end. Assume that you are president of a family business and the other
- [Mistakes Sellers Make](https://amaaonline.com/mistakes-sellers-make/) - • They neglect to run their business during the sales process. – The owner of a business with sales under the $20 million range can get so involved in the selling process that they neglect the day-to-day operation of the business. • They don’t understand the “real” value of their business. – A business may actually command
- [Points to Ponder for Sellers](https://amaaonline.com/points-ponder-sellers/) - Who best understands my business? When interviewing intermediaries to represent the sale of your firm, it is important that you discuss your decision process for selecting one. Without this discussion, an intermediary can’t respond to a prospective seller’s concerns. Are there any potential buyers? When dealing with intermediaries, it always helps to reveal any possible
- [How Does Your Company Rate?](https://amaaonline.com/how-does-your-company-rate/) - Valuation of private companies is much more subjective than public companies because there is no free trading marketplace for the private companies’ stock. Just like a champion Olympic figure skater, the performance has to be flawless. Take a look at the following check list – see if the target company rates near perfect (on a
- [What Sellers Don't Expect When Selling Their Companies](https://amaaonline.com/what-sellers-dont-expect-when-selling-their-companies/) - In the proverbial “perfect world,” business owners would plan three to five years ahead to sell their companies. But, as one industry expert has suggested, business owners very seldom plan to sell; rather, selling is “event driven.” Partner disputes, divorce, burn-out, health, and new competition are examples of events that can force the sale of
- [When Is A Company In Trouble?](https://amaaonline.com/when-is-a-company-in-trouble/) - Companies can be in trouble or headed for it for many reasons. However, most of them can be linked to one or more of the following: • Lack of proper focus • Poor management • Poor financial controls • Loss of key employee(s) • Loss of important customer(s)/client(s) • Not keeping up with technology • Quality control or other operating issues • Legal
- [What Are Your Company's Weaknesses?](https://amaaonline.com/what-are-your-companys-weaknesses/) - Every company has weaknesses; the trick is to fix them. There is a saying that the test of a good company president or CEO is what happens to the company when he or she leaves. Some companies--on paper--may look the same, but one company may be much more valuable due to weaknesses in the other
- [Keys to Improving the Value of Your Company](https://amaaonline.com/keys-improving-value-your-company/) - The first key is to have your accountant take a look at your accounting procedures and make recommendations on how to improve them. He or she may also help in preparing financial projections for the coming year(s). Getting your company’s financial house in order is very important in establishing the value of your firm. The
- [Is Your Company Hiding an "Orphan"?](https://amaaonline.com/is-your-company-hiding-orphan/) - Does your business have an orphan product or service that is doing okay, but doesn’t seem to fit into your core business? Many companies, private equity groups and even some individual buyers are seeking product lines to augment existing ones, or even to build a business around. Here are just a few of the reasons
- [What's Your Business REALLY Worth?](https://amaaonline.com/whats-your-business-really-worth/) - A recent article in INC magazine titled”Street Smarts,” by Norm Brodsky (his column is worth the price of the magazine) addressed the subject of the title above. However, in the very first paragraph of the article, Mr. Brodsky stated, “Unfortunately, most of them [business owners] have grossly inflated notions of what their companies are worth.”
- [A Seller's Dilemma](https://amaaonline.com/a-sellers-dilemma/) - When one sells their house, the best deal is usually the highest price. When one decides to sell their business, there may be other factors to consider. Many buyers are similar to the “overlooked” buyer described below, serious and qualified; and most sales of businesses are win-win transactions. However, there are a few exceptions, and
- [Does Your Company Have Pricing Power?](https://amaaonline.com/does-your-company-have-pricing-power/) - If Starbucks raised the price of a cappuccino, sales most likely would not be affected. If your attorney raised his or her hourly rate, would you switch law firms? If a company or service firm does not have pricing power, then its value is less than it should be. Here are a few ways to
- [What Do the Following Companies Have in Common?](https://amaaonline.com/what-do-following-companies-have-common/) - This is just a partial list: Church’s Chicken, Uno Chicago Grill, Charlie Brown’s, Domino’s Pizza, Burger King, Cinnabon, Sizzler. The first response would be that they are all in the food business, and that’s correct. Now name the second thing that they all have in common? Give up? Well, they (and many others) have been
- [Selling: Do You Need a Fairness Opinion?](https://amaaonline.com/selling-do-you-need-fairness-opinion/) - Much has been written about “fairness opinions” due to the financial manipulations among companies such as Enron, Tyco and others. The conflict in the use of fairness opinions was (and is) that an investment banking firm not only handled the sale of a company, but also got paid for doing a fairness opinion. For example,
- [Before You Sell Your Family-Owned Business](https://amaaonline.com/before-you-sell-your-family-owned-business/) - There once was a family-owned bakery that had sales in the millions. The bakery sold bread to restaurants, supermarkets and some retail outlets. The founder gave each of his 5 children 20 percent ownership of the business. The kids really didn’t want to work in the business, so they turned the operation and management over
- [Are You Charging Enough?](https://amaaonline.com/are-you-charging-enough/) - A buyer was interested in a building products manufacturer that did $70 million a year in sales. Although the business was profitable, it seemed that their margins were lower than they should have been for this industry. The buyer asked the seller how they priced their products. As the seller was explaining his pricing strategies,
- [The Key Ingredient to Selling Your Company](https://amaaonline.com/the-key-ingredient-selling-your-company/) - Business Appraisers, before beginning an assignment, like to know the purpose of the appraisal. Usually the assignment demands “bullet proof” documentation: comparables, EBITDA multiples, projections, discount rates, etc. Unfortunately, in situations where the purpose of the valuation is to establish a selling price, the business appraiser really doesn’t understand the business elements – or, since
- [Small Companies That Can't Afford to Sell](https://amaaonline.com/small-companies-that-cant-afford-sell/) - In many cases, the sale of a small company is “event” driven. That is, the reason for sale is health, divorce, partnership issues, even decline in business. A challenging reason is one in which the owners want to retire and live happily ever after. Here is the problem: The owners have a very prosperous distribution
- [Dealing with Inexperience Can Ruin the Deal](https://amaaonline.com/dealing-inexperience-can-ruin-deal/) - The 65-year old owner of a multi-location retail operation doing $30 million in annual sales decided to retire. He interviewed a highly recommended intermediary and was impressed. However, he had a nephew who had just received his MBA and who told his uncle that he could handle the sale and save him some money. He
- ["Loose Lips Sink Ships"](https://amaaonline.com/loose-lips-sink-ships/) - The “loose lips” tagline was a common World War II phrase and was on posters everywhere. The problem continues on the business battlefront today. Leaks of confidential information coming from, apparently, some of the Directors of HP have been in the news everywhere. This is an ongoing story. If it can happen to HP, it
- [Reasons for Sale](https://amaaonline.com/reasons-sale/) - The reasons for selling a business can be divided into two main categories. The first is a sale that is planned almost from the beginning or by an owner who knows that selling is or should be a planned event. The second is exactly the opposite – unplanned; the sale is motivated by a specific
- [Do You Really Want to Sell Your Company?](https://amaaonline.com/do-you-really-want-sell-your-company/) - Sellers have to ask this question and give it serious thought prior to making the decision to sell. In too many instances, sellers get to the proverbial altar and then back down the aisle. In most cases, this happens because the seller’s decision to sell has not been considered carefully enough. There are the obvious
- [Prior to Closing -- Red Flags from the Seller's Viewpoint](https://amaaonline.com/prior-closing-red-flags-sellers-viewpoint/) - Buyers are expected to perform a thorough due diligence on both the business and the seller(s). However, many sellers don’t do an extensive due diligence on the buyer(s). Deals do not always close; many are aborted in the very early stages, and others tank somewhere along the way to what was hoped to be a successful
- [What Makes the Sale of a Business Fall Through?](https://amaaonline.com/what-makes-sale-business-fall-through/) - There are myriad reasons why the sale of a business doesn't close successfully; these multiple causes can, however, be broken down into four categories: those caused by the seller, those caused by the buyer, those that just happen ("acts of fate"), and those caused by third parties. The following examines the part each of these
- [How Do You Say "Hello"?](https://amaaonline.com/how-do-you-say-hello/) - Answering services, message machines, voice mail, "on hold" music, speaker phones . . . where would a business be without them? Perhaps--in some situations--a lot better off! In the small to midsized business, where every call should count, owners and managers need to ensure that the telephone is an efficient, effective sales tool instead of
- [Selling Your Business? Follow These Ten Commandments To Avoid Wrecking the Deal.](https://amaaonline.com/selling-your-business-follow-these-ten-commandments-to-avoid-wrecking-deal/) - 1. Place a reasonable price on your business. Since an inflated figure either turns off or slows down potential buyers, rely on your business broker to help you arrive at the best "win-win" price. 2. Carry on "business as usual." Don't become so obsessed with the transaction that your attention wavers from day-to-day demands, affecting
- [The Big Question: Independent versus Employee Status](https://amaaonline.com/the-big-question-independent-versus-employee-status/) - Are your workers independent contractors or employees? This is a compelling question, especially where the Internal Revenue Service is concerned. Every worker claiming status as a non-employee means payroll taxes and social security contributions that won't fall into the IRS's pocket. Now many states are taking a closer look at the question, too. They are
- [Consumers Voice Complaints: And Business Owners Should Listen](https://amaaonline.com/consumers-voice-complaints-and-business-owners-should-listen/) - "Your salespeople didn't listen when I placed my order, and when I wrote a letter to complain, they still didn't get it right. I guess they don't read any better than they hear." Daniel Langley, the owner of a central Massachusetts mail order company, took this call on a recent Monday morning. It happened to

## Pages

- [Home](https://amaaonline.com/) - AM&AA is your place for everything Mergers and Acquisitions.
- [Atlanta Chapter](https://amaaonline.com/chapters/atlanta-chapter-2/) - Our primary goalsOur primary goals are to help Members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA Chapter is a local resource for networking,
- [South Florida Chapter](https://amaaonline.com/chapters/south-florida-chapter/) - Our primary goalsare to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking, education, marketing, developing
- [Chapter Leader Resources](https://amaaonline.com/chapter-leader-resources/) - WELCOME DEAL CORNER TOMBSTONES MY ACCOUNT » Member Directory » My Profile Chapter in a Box Chapter Launch Guide to Launching a Chapter Chapter Guidelines Example of Sponsorship Agreements Chapter Membership Tools Chapter PP Template AM&AA Brochure Ambassador Follow-Up Template Membership Benefits PP Benchmarks Chapter Event Planning Tools Event Planning Form Chapter Event Budget Template
- [Chapter Leader Resources](https://amaaonline.com/chapter-leader-resources-2/) - WELCOME DEAL CORNER TOMBSTONES MY ACCOUNT » Member Directory » My Profile Chapter in a Box Chapter Launch Guide to Launching a Chapter Chapter Guidelines Example of Sponsorship Agreements Chapter Membership Tools Chapter PP Template AM&AA Brochure Ambassador Follow-Up Template Membership Benefits PP Benchmarks Membership Post Card Chapter Event Planning Tools Event Planning Form Chapter
- [CM&AA](https://amaaonline.com/cmaa/) - Advance Your M&A Career With CM&AA Certification
- [Virtual Events](https://amaaonline.com/virtual-events/) - Current Month august, 2026
- [AM&AA Member of the Year Award](https://amaaonline.com/amaa-moty-award/) - The AM&AA Member of the Year award was created in 2023 to celebrate the members that make AM&AA the unique and lasting culture that it is, we recognize those people who embody that culture of open sharing, and excellence in deal making. We receive submissions come from active AM&AA members. Member of the Year finalists
- [Events](https://amaaonline.com/amaa-events/) - Upcoming Events Looking for a specific upcoming event from your local AM&AA chapter? Visit the local chapter pages to find more information. Event Calendar Current Monthaugust 2026 11aug5:30 pm7:30 pmSouthern Nevada Chapter Event -It’s Dangerous to Go Alone! Working with Middle-Market Investment Bankers to Optimize Client OutcomesFirebird Tavern- Troy4845 Rochester Rd. 13aug11:00 am4:00 pmDetroit Chapter
- [Live Events](https://amaaonline.com/live-events/) - The AM&AA Winter Conference, taking place this January at The Ritz in Fort Lauderdale, FL, is the annual event that delivers exceptional educational content and networking opportunities, providing sponsors, attendees, and speakers with valuable face-to-face time. Don’t miss the opportunity to network with hundreds of decision-makers, including executives from preeminent investment banks and intermediaries, leading
- [Strategic Partners](https://amaaonline.com/strategic-partners/) - Strategic Partnerships Access the Premier Network of Middle-Market Professionals The Alliance of Merger & Acquisition Advisors (AM&AA) is the leading network for middle market dealmakers. Our Strategic Partners are select organizations that help drive dealmaking excellence, education, and connections across the M&A ecosystem. As a Strategic Partner, your firm gains access to a curated network
- [Member Benefits](https://amaaonline.com/member-benefits/) - Your Benefits. Your Business. Your AM&AA. AM&AA uniquely serves and supports professionals and organizations in the middle market mergers and acquisitions space. We offer our members a variety of powerful tools, resources and benefits for all lifecycle stages of a deal. Why Should You Join? Your membership includes a wealth of exclusive member benefits, specifically
- [Rocky Mountain Chapter](https://amaaonline.com/chapters/rocky-mountain-chapter/) - Our primary goalsare to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking, education, marketing, developing
- [Palm Beach Chapter](https://amaaonline.com/chapters/palm-beach-chapter/) - Our primary goalsare to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking, education, marketing, developing
- [AM&AA Chapter Leader of the Year Award](https://amaaonline.com/amaa-chapter-leader-of-the-year-award/) - The AM&AA Chapter Leader of the Year Award recognizes a leader for their outstanding achievements, membership development, and service within their local chapter. This award encourages chapter leaders to maintain a high standard of excellence in their work and drive the development of initiatives for their chapter. Honorees demonstrate strong leadership and organizational skills, creativity,
- [AM&AA Thought Leader of the Year Award](https://amaaonline.com/amaa-thought-leader-of-the-year-award/) - Founded in 2009, this prestigious award recognizes leaders in the private middle market community who create and advocate innovative ideas that add value to the M&A marketplace. Subsequently, these contributions from Thought Leaders add to the body of knowledge serving as a foundation for AM&AA’s education and credentialing programs. Each year, a panel of judges
- [Maintaining Your CM&AA](https://amaaonline.com/maintaining-your-cmaa/) - Maintaining Your CM&AA Designation Maintaining your CM&AA designation is now simpler to manage. Upon completion of the CM&AA exam, you must maintain your AM&AA membership and complete 4 hours of CPE every 12 months. The CM&AA course counts for your first year of CPE. We will contact you for your initial 4 hours of CPE
- [Michael Landers](https://amaaonline.com/leadership/michael-landers/) - Michael LandersPartner UHY LLPEmail Michael Michael brings over 25 years of extensive audit and business advisory experience, concentrating his practice in strategic financial planning and corporate transactions. His proficiency includes M&A, deal structuring, SEC reporting, and ensuring GAAP compliance, which positions him as a resource for both public and privately held companies. Michael conducts thorough
- [Leadership](https://amaaonline.com/leadership/) - Advisory Council2026-2028 Advisory Council Bill McCalpin, CM&AACHAIR EMERITUS CEO CapitalizeNetworkEmail BillLEARN MORE Lindsey Wendler, CM&AACHAIR Managing Director 414 CapitalEmail LindseyLEARN MORE Ryan CorcoranDirector – Private Equity Grassi Advisory GroupEmail RyanLEARN MORE Charles CoxPartner LongueVue CapitalEmail CharlesLEARN MORE Sunny Erdman, CM&AAManaging Director Shorebridge Wealth ManagementEmail SunnyLEARN MORE Ken HeuerPrincipal Kidd & Co LLC Email KenLEARN MORE Michael
- [Sunny Erdman](https://amaaonline.com/leadership/lamar-stanley/) - Sunny ErdmanManaging Director Shorebridge Wealth ManagementEmail Sunny Sunny works with high-net-worth individuals, families of multi-generational wealth, and business owners, to provide comprehensive wealth management services. She collaborates with the clients’ trusted network of advisors and develops customized strategies, which focus on estate and trust planning, tax planning, family governance and education, and succession planning for
- [Charles Cox](https://amaaonline.com/leadership/charles-cox/) - Charles CoxPartner LongueVue Capital Email Charles Charles is a Partner at LongueVue Capital (LVC), a New Orleans-based private equity firm providing growth capital to entrepreneur-led businesses in the middle market. He plays an active role across the investment lifecycle, with responsibilities spanning deal sourcing, investment evaluation, and LP communications. An active member of the private equity industry, Charlesserves
- [Ryan Corcoran](https://amaaonline.com/leadership/ryan-corcoran/) - Ryan CorcoranDirector – Private Equity Grassi Advisory GroupEmail Ryan Ryan Corcoran is the Director of Business Development for Grassi’s Private Equity practice. With 10 years of consulting experience, Ryan specializes in building and fostering relationships within the transaction advisory, technology transformation, tax advisory and outsourcing service groups across various industries, including private equity, healthcare, technology,
- [DC/MD/VA Chapter](https://amaaonline.com/chapters/dc-md-va-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [Long Island Chapter](https://amaaonline.com/chapters/long-island-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [Austin Chapter](https://amaaonline.com/chapters/austin-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [Northeast Ohio Chapter](https://amaaonline.com/chapters/northeast-ohio-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [Arizona Chapter](https://amaaonline.com/chapters/arizona-chapter/) - Our primary goalsOur primary goals are to help Members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA Chapter is a local resource for networking,
- [Southern California Chapter](https://amaaonline.com/chapters/southern-california-chapter/) - Our primary goalsOur primary goals are to help Members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA Chapter is a local resource for networking,
- [Member Benefits OLD!!!](https://amaaonline.com/member-benefits-old/) - Your Benefits. Your Business. Your AM&AA.AM&AA uniquely serves and supports professionals and organizations in the middle market mergers and acquisitions space. We offer our members a variety of powerful tools, resources and benefits for all lifecycle stages of a deal.Why Should You Join?Your membership includes a wealth of exclusive member benefits, specifically designed to increase
- [North New Jersey Chapter](https://amaaonline.com/chapters/north-new-jersey-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [Pittsburgh Chapter](https://amaaonline.com/chapters/pittsburgh-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [Chapters](https://amaaonline.com/chapters/) - The Alliance of M&A Advisors (AM&AA) currently has 20 professional Chapters across the US where you can access and contribute to the knowledge base of your local market.The Chapters actively pursues AM&AA’s goals by providing a wide range of services for those working in M&A within the lower middle market. Our primary goals are to
- [Philadelphia Chapter](https://amaaonline.com/chapters/philadelphia/) - Our primary goalsJoin the Philadelphia Chapter as we strive to help Members improve their level of knowledge, give them access to tools that help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. Events Current Month august, 2026 Executive Chapter
- [AM&AA Summer Conference 2026 - Assets](https://amaaonline.com/sc-2026-assets/) - Your ultimate destination for promoting the AM&AA Summer Conference 2026. Welcome to the Official Asset Page for the am&aa Summer Conference 2026! Whether you’re attending, presenting, sponsoring, or promoting, this page is your essential hub for all things related to the AM&AA Summer Conference 2026. Access high-quality promotional materials to help you share information about
- [Detroit Chapter](https://amaaonline.com/chapters/detroit-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [New England Chapter](https://amaaonline.com/chapters/new-england-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [M&A Access Podcast](https://amaaonline.com/ma-access-podcast/) - Welcome to the AM&AA Access Podcast, your go-to source for insightful conversations and expert analysis across the middle-market mergers and acquisitions landscape. We don’t just discuss deals; we dig deeper, uncovering the strategies, innovations, and trends shaping the future of M&A.Each episode breaks down complex issues, highlights game-changing ideas, and examines the real-world forces influencing the
- [Houston Chapter](https://amaaonline.com/chapters/houston-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [Young Professional Membership](https://amaaonline.com/young-professional-membership/) - The Alliance of Merger & Acquisition Advisors® (AM&AA) Empower your employees and gain additional exposure while distinguishing your company as a leader in this industry. Join our mission to shape the future of the M&A Industry. AM&AA YOUNG PROFESSIONAL MEMBERSHIPThe Alliance of Merger & Acquisition Advisors (AM&AA) is the premiere international organization serving the educational
- [Advertising Lander](https://amaaonline.com/advertising-lander-old/) - Premiere International OrganizationAlliance of M&A AdvisorsThe Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession. Formed in 1998 to bring together CPAs, attorneys and other experienced corporate financial advisors, The Alliance’s 1100+ professional services firms—including some of the most highly
- [Member Dashboard](https://amaaonline.com/member-dashboard/) - WELCOME DEAL CORNER TOMBSTONES MY ACCOUNT » Member Directory » My Profile The Alliance of Merger & Acquisition Advisors® (The Alliance) Is the premiere International Organization serving the educational and resource needs of the middle market M&A profession Formed in 1998 to bring together CPAs, attorneys and other experienced corporate financial advisors, The Alliance’s 1100+
- [Contact](https://amaaonline.com/contact/) - We Would Love To Hear From You Please call, email, or fill out the contact form and we will be happy to assist you. Contact Info 1341 Mockingbird Lane, Suite 900W Dallas, Texas 75247 (312) 856-9590 info@amaaonline.com
- [Virtual Chapter](https://amaaonline.com/chapters/virtual-chapter/) - Our primary goalsThe Virtual Chapter is AM&AA’s only location-independent, 100% virtual chapter with members located across the United States and globe. If you’ve been looking for a convenient way to engage with other AM&AA dealmakers from the comfort of your own office, don’t miss this opportunity. Our primary goals are to help members improve their
- [Southern Nevada Chapter](https://amaaonline.com/chapters/southern-nevada-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [Staff](https://amaaonline.com/staff/) - Executive Team Gina GallutiaExecutive Membership Director FSGEmail GinaLEARN MOREOperations Kendall AllenChapter Coordinator AM&AAEmail KendallLEARN MORE Kat HokeMembership Operations Manager AM&AAEmail KatLEARN MORE
- [Ohio Valley Chapter](https://amaaonline.com/chapters/ohio-valley-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [Latest Stories](https://amaaonline.com/news/)
- [New York City Chapter](https://amaaonline.com/chapters/new-york-city-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking,
- [Dallas-Fort Worth Chapter](https://amaaonline.com/chapters/dallas-chapter/) - Our primary goalsare to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking, education, marketing, developing
- [Midwest Chapter](https://amaaonline.com/chapters/midwest-chapter/) - Our primary goalsOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA Chapter is a local resource for networking,
- [Corporate Membership](https://amaaonline.com/corporate-membership/) - Corporate Membership Membership has its privileges. Ready to empower your employees and partners while providing additional exposure for your company? Become a corporate member of AM&AA today and watch your company thrive in the M&A Middle Market. Corporate Member Benefits Corporate members receive full AM&AA Benefits Increased visibility and exposure Recognition on the AM&AA website
- [AM&AA Winter Conference 2026 - Assets](https://amaaonline.com/winter-conference-2026-assets/) - Your ultimate destination for promoting the AM&AA Winter Conference 2026. Welcome to the Official Asset Page for the am&aa Winter Conference 2026! Whether you’re attending, presenting, sponsoring, or promoting, this page is your essential hub for all things related to the AM&AA Winter Conference 2026. Access high-quality promotional materials to help you share information about
- [Bill McCalpin](https://amaaonline.com/leadership/bill-mccalpin/) - Bill McCalpin, CM&AACHAIR CEO CapitalizeNetwork720-936-1200 Email Bill Bill McCalpin is the CEO and founder of Capitalize Network (www.CapitalizeNetwork.com), providing investment banking and pre-transaction planning and preparation consulting services to business owners seeking an exit transaction. Mr. McCalpin is also the COO and co-founder of BizForesight (www.BizForesight.com), an AI-powered platform to help business owners plan and
- [Robert Rough](https://amaaonline.com/leadership/robert-rough/) - Robert RoughManaging Principal Telos Capital Advisors, LLC Email Robert Robert Rough is a Managing Director and Co-Founder of Telos Capital Advisors, LLC, a lower middle market investment banking firm in Dallas, TX. The firm helps entrepreneurs sell their companies or raise debt and equity capital. Robert has spent more than forty years as an intermediary, investor,
- [Deal Connect](https://amaaonline.com/deal-connect/) - Accelerate your path to the perfect deal with a high-efficiency, 3.5-hour event built for serious momentum. Up to nine curated, 20-minute meetings place you directly in front of senior decision-makers from top investment banks, intermediaries, private equity firms, family offices, and lenders representing more than $1B in transactional buying power. The result: connections that close
- [AM&AA Winter 2026 Market Survey Report](https://amaaonline.com/winter-market-survey/) - Contribute your M&A expertise to the Winter 2025 Market Survey and enjoy exclusive benefits like reports, webinars, and more.
- [EventOn Test](https://amaaonline.com/eventon-test/) - Current Monthaugust 2026 11aug5:30 pm7:30 pmSouthern Nevada Chapter Event -It’s Dangerous to Go Alone! Working with Middle-Market Investment Bankers to Optimize Client OutcomesFirebird Tavern- Troy4845 Rochester Rd. 13aug11:00 am4:00 pmDetroit Chapter - Mergers, Acquisitions, and Homeruns 13aug5:30 pm5:30 pmSouthern California Chapter Event - The SoCal Commercial Real Estate Marketseptember 2026 09sep7:00 pm9:00 pmAtlanta Chapter Event
- [Podcasts](https://amaaonline.com/podcasts/) - M&A Access Episode 31 – Navigating Mergers and Acquisitions with Experts Featuring William Schroeder M&A Access Episode 30 – Mastering Tech Decisions in M&A M&A Access Episode 29 – Best Of M&A Access: Advice from the Deal World M&A Access Episode 28 – Compass’s Growth Strategy | Stuart Noel M&A Access Episode 27 – First
- [Subcommittees](https://amaaonline.com/subcommittees/) - Over the past year, AM&AA, and its executives worked closely with stakeholders to establish a strategic plan to support the successful future growth of AM&AA and its membership. As such, six new subcommittees were launched this year to expand the reach and influence of the association. Membership CommitteeThis committee is responsible for evangelizing and promoting
- [Membership](https://amaaonline.com/membership/) - The Alliance of Merger & Acquisition Advisors® (AM&AA)Membership consists of professionals that engage in various merger and acquisition activities (as part or in whole of their profession).The Membership for Dealmakers Looking to Make DealsAM&AA fosters authentic, quality relationships between expert investment bankers, private equity firms, and service providers. We provide members with opportunities for fruitful
- [About Us](https://amaaonline.com/about-us/) - The Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession.Formed in 1998 to bring together CPAs, attorneys, and other experienced corporate financial advisors, AM&AA’s 1100+ professional services firms – including some of the most highly recognized leaders in the industry—draw
- [AM&AA Market Survey Report](https://amaaonline.com/amaa-market-survey-report/) - Market Survey Report Discover Insights from the 2025 AM&AA Summer Report and receive the latest report. Get an exclusive look at the latest insights from the 2025 Summer AM&AA Market Report, featuring data from more than 2,000 deals. This report will provide a comprehensive analysis of market trends, including deal volume, sale multiples, consideration structures,
- [AM&AA Summer 2025 Market Survey Report](https://amaaonline.com/summer-market-survey/) - Contribute your M&A expertise to the Winter 2025 Market Survey and enjoy exclusive benefits like reports, webinars, and more.
- [AM&AA Summer Conference 2025 - Partner Assets](https://amaaonline.com/amaa-summer-conference-2025-partner-assets/) - Your Promotion Resource Hub for the AM&AA Summer Conference 2025 welcome to the official asset page for the am&aa summer conference 2025! Whether you’re attending, presenting, sponsoring, or promoting, this page provides everything you need to support your involvement with AM&& Summer Conference 2025. Access high-quality promotional assets to help you share and amplify your
- [AM&AA Open 2025](https://amaaonline.com/amaa-open-2025/) - Join the AM&AA Open An Exclusive Golf Outing on Chicago's north shore Spend your afternoon connecting with top-tier M&A professionals at Wilmette Golf Club, located on Chicago’s North Shore, just 25 minutes from downtown. Register Now Event Information DateMonday, July 14, 2025 LocationWilmette Golf Club 3900 Fairway DriveWilmette, IL 60091 Tee TimeShotgun Start at 1:30
- [Kat Hoke](https://amaaonline.com/staff/kathoke/) - Kat HokeMembership Operations Manager AM&AAEmail Kat
- [Kendall Allen](https://amaaonline.com/staff/kendallallen/) - Kendall AllenChapter Coordinator AM&AAEmail Kendall Kendall Allen is a skilled professional with expertise in membership services, project management, and organizational psychology. She currently serves as Chapter Coordinator at AM&AA, managing chapter events, coordinating with the marketing team, and enhancing member engagement and retention. Previously, as a Membership Services Associate, Kendall played a key role in
- [Gina Gallutia](https://amaaonline.com/staff/ginagallutia/) - Gina GallutiaExecutive Membership Director FSGEmail Gina Gina Gallutia is the Executive Director of Memberships for AM&AA. She has decades of experience in education, marketing, and client services. This role allows her to use all of her expertise to take great care of members by providing new educational content and continuous value to the membership. She
- [Natalie O'Hanna](https://amaaonline.com/staff/natalieohanna/) - Natalie O'HannaManaging Director AM&AAEmail Natalie Natalie O’Hanna brings over two decades of executive leadership experience to her role as Managing Director at the Alliance of Merger & Acquisition Advisors (AM&AA). Known for her strategic vision and a proven track record of driving growth in middle-market organizations, Natalie is charged with spearheading new business development, expanding
- [Tampa Bay Chapter](https://amaaonline.com/chapters/tampa-bay-chapter/) - Our primary goalsare to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA chapter is a local resource for networking, education, marketing, developing
- [AM&AA Open 2025 - Assets](https://amaaonline.com/amaa-open-2025-assets/) - Your ultimate destination for promoting the AM&AA Winter Conference 2025. Welcome to the Official Asset Page for the am&aa Winter Conference 2025! Whether you’re attending, presenting, sponsoring, or promoting, this page is your essential hub for all things related to the AM&AA Winter Conference 2025. Access high-quality promotional materials to help you share information about
- [AM&AA Summer Conference 2024 Asset Page](https://amaaonline.com/amaa-summer-conference-2024-asset-page/) - WELCOME TO THE OFFICIAL ASSET PAGE FOR THE AM&AA SUMMER CONFERENCE 2024! Whether you’re attending, presenting, or promoting, this serves as your essential hub for all things related to the conference. Access high-quality materials effortlessly to disseminate information about this top-tier event in the M&A sector. Your ultimate destination for promoting the AM&AA Summer Conference
- [CM&AA Directory](https://amaaonline.com/cmaa-directory/) - Find Credentialed Middle-Market Professionals with the CM&AA Directory The Certified Mergers & Acquisition Advisor training covers crucial topics from business valuation and financial analysis to legal and tax considerations in M&A transactions. Taught by seasoned M&A professionals, graduates acquire practical knowledge and valuable industry insights. This directory is an up-to-date record of individuals who have earned a CM&AA and maintain active membership with the
- [Utah Chapter](https://amaaonline.com/chapters/utah-chapter/) - Our primary goalsOur primary goals are to help Members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An AM&AA Chapter is a local resource for networking,
- [Advertising Lander](https://amaaonline.com/advertising-lander/) - Advertise & GrowThe Alliance of M&A Advisors has a Membership network that spans 25 different countries with members who do domestic, international, and cross-border M&A. The Alliance of Merger & Acquisition Advisors® (AM&AA)About AM&AAThe Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle
- [Brian Steffens](https://amaaonline.com/leadership/brian-steffens/) - Brian SteffensManaging Director G2 Capital AdvisorsEmail Brian Brian Steffens is Managing Director, Buy-Side Advisory at G2 Capital Advisors. He is an accomplished middle market investment banker. Today, he focuses primarily on the buy-side, growing the enterprise value of privately held businesses, family offices, and private equity portfolio companies via strategic transactions. He has extensive experience
- [Ken Heuer](https://amaaonline.com/leadership/ken-heuer/) - Ken HeuerPrincipal Kidd & Co LLC Email Ken Ken joined Kidd & Company in 2008 and participates in all facets of the firm’s activities including sourcing new opportunities, investment strategy development, conducting technical, financial and market due diligence, maintaining relationships with debt and equity co-investors and overseeing strategy execution for existing investments. Previously Ken was a
- [Lindsey Wendler, CM&AA](https://amaaonline.com/leadership/lindsey-wendler-cmaa/) - Lindsey Wendler, CM&AAManaging Director 414 CapitalEmail Lindsey Named Top 25 Women in M&A (2023) by Opus Connect, Lindsey Wendler serves as Managing Director at 414 Capital, where she specializes in sell-side and buy-side M&A advisory, restructuring, and capital raising. Lindsey focuses on transactions in the consumer, B2B Services, and industrial sectors. Wendler holds multiple leadership
- [AM&AA Chapter Awards](https://amaaonline.com/amaa-chapter-awards/) - The AM&AA Chapter Awards is a way to recognize our chapters who have gone above and beyond to provide their local communities with the benefits of the AM&AA culture of excellent education, the right referrals, and open sharing. Membership Mastery Award The Membership Mastery Award recognizes the chapter that has achieved the highest membership growth.
- [Class 10](https://amaaonline.com/class-10/)
- [Class 9](https://amaaonline.com/class-9/)
- [Class 8](https://amaaonline.com/class-8/)
- [Class 7](https://amaaonline.com/class-7/)
- [Class 6](https://amaaonline.com/class-6/)
- [Class 5](https://amaaonline.com/class-5/)
- [Class 4](https://amaaonline.com/class-4/)
- [Class 3](https://amaaonline.com/class-3/)
- [Class 2](https://amaaonline.com/class-2/)
- [AM&AA Winter Conference 2024 Asset Page](https://amaaonline.com/amaa-winter-conference-2024-asset-page/) - Your One-Stop Resource for Promoting AM&AA Winter Conference 2024 Welcome to the official Asset Page for the AM&AA Winter Conference 2024! Whether you’re an attendee, a speaker, or a promoter, this is your go-to resource for all conference-related things. Easily download and share high-quality assets to spread the word about this premier event in the
- [Terms and Conditions](https://amaaonline.com/terms-and-conditions/)
- [Western PA](https://amaaonline.com/chapters/western-pa/) - Our primary goalsJoin the Mid-Atlantic Chapter as we strive to help Members improve their level of knowledge, give them access to tools that help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. Please join us at for events at
- [Privacy Policy](https://amaaonline.com/privacy-policy/) - Overview We value and respect your individual privacy and are committed to protecting it at all times. This Privacy Policy explains how the Alliance of Merger & Acquisition Advisors (AMAA) collects, uses and safeguards information collected through its website. Glossary Personally Identifiable Information – any and all information identifying you personally, such as your name,
- [Events](https://amaaonline.com/event-directory/) - Current Month august, 2026
- [Event Assets](https://amaaonline.com/event-assets/) - Thank you for coming to AMAAA Event Asset Page Please utilize all of these approved designated creative and copy to help promote our event effectively. If you have any further needs please contact info@amaaonline.com for assistance. Use this link to post and refer with: https://l.linklyhq.com/l/1jEQT Speaker ArtworkSponsor ArtworkSocial PostsEmail CopyCreative Assets Empty tab. Edit page
- [XiT Event](https://amaaonline.com/xit-event/) - 3-7pm July 13th, 2023 InterContinental San Diego, CA Interested in attending? Fill out the form below and we will be in touch This event is by invitation only and your business must first qualify in order to register. Once you fill out the form below we will follow up with a questionnaire before sending you
- [AM&AA Webinar Series](https://amaaonline.com/amaa-webinar-series/) - AM&AA’s monthly webinar series aims to broaden the horizons of the middle market community. It’s the best source for complimentary insights and education about critical industry topics led by subject-matter experts and company sponsors. AM&AA Member Benefit Spotlight | DealWare Market Update In Partnership With: Date & Time: Tuesday 4/18/2023 | 12:00 PM -1:00 PM
- [ad lander google](https://amaaonline.com/ad-lander-google/) - WELCOME TO THE AM&AAAlliance of M&A AdvisorsThe Alliance of M&A Advisors has a Membership network that spans 25 different countries. We are committed to providing education, networking, and resources for Members who do domestic, international, and cross-border M&A.Join the Alliance of Merger & Acquisition AdvisorsSimply fill out the form and we’ll be in touch with
- [Newsletters](https://amaaonline.com/newsletters/) - 2022 Newsletters Fall 2022 Newsletter Summer 2022 Newsletter Winter 2022 Newsletter 2021 Newsletters Winter 2021 Newsletter 2020 Newsletters Fall 2020 Newsletter Summer 2020 Newsletter Spring 2020 Newsletter
- [Ad Lander](https://amaaonline.com/ad-lander/) - WELCOME TO THE AM&AAAlliance of M&A AdvisorsThe Alliance of M&A Advisors has a Membership network that spans 25 different countries. We are committed to providing education, networking, and resources for Members who do domestic, international, and cross-border M&A.Join the Alliance of Merger & Acquisition AdvisorsSimply fill out the form and we’ll be in touch with
- [ad lander fb](https://amaaonline.com/ad-lander-fb/) - WELCOME TO THE AM&AAAlliance of M&A AdvisorsThe Alliance of M&A Advisors has a Membership network that spans 25 different countries. We are committed to providing education, networking, and resources for Members who do domestic, international, and cross-border M&A.Join the Alliance of Merger & Acquisition AdvisorsSimply fill out the form and we’ll be in touch with
- [Kevin Carlie, CM&AA](https://amaaonline.com/leadership/kevin-carlie-cmaa/) - Kevin Carlie, CM&AAChief Corporate Development Officer Simmons Hanly Conroy(618) 259-2222 Email Kevin Kevin possess over 35 years of diverse accounting and business consulting experience and has served in many roles. Having worked with companies ranging from emerging businesses to billion dollar corporations, Kevin has advised and established working relationships with CEOs, CFOs, controllers, business owners,
- [2022 AM&AA Winter Conference Marketing Assets](https://amaaonline.com/2022-amaa-winter-conference-marketing-assets/) - Please link all Speaker Assets to: https://l.linklyhq.com/l/1dRSQ Web Banner Email Signatures
- [Tombstones](https://amaaonline.com/tombstones/) - Industry AnyAutomotive (3)Construction (4)Distribution (2)Engineering (15)Finance (4)Fitness (2)Food & Beverage (8)Healthcare (2)Home Services (5)HVAC & Plumbing (6)Insurance (2)Lab & Research (1)Manufacturing (8)Media & Communications (3)Packaging (1)Printing (1)Professional Services (14)Real Estate (2)Retail (3)Signage (2)Specialty Products & Services (18)Technology (14)Transportation (7) Company Type AnyAdvisory Services (62)Investment Banking (33)M&A Intermediary (32) Year Any2024 (10)2023 (8)2022 (4)2021 (2)2020 (30)2019/2020
- [Member Directory](https://amaaonline.com/member-directory/) - Powered by Wild Apricot Membership Software
- [My Deals](https://amaaonline.com/my-deals/) - WELCOME DEAL CORNER TOMBSTONES MY ACCOUNT » Member Directory » My Profile My Deals No items found
- [My Tombstones](https://amaaonline.com/my-tombstones/) - WELCOME DEAL CORNER TOMBSTONES MY ACCOUNT » Member Directory » My Profile My Tombstones Industry Any Company Type Any Year Any Company Any Submit Reset No items found
- [Member Login](https://amaaonline.com/member-login/) - Remember me
- [Deal Corner](https://amaaonline.com/deal-corner/) - CUSTOMIZE YOUR SEARCH Deal Title search through deal titles Industry AnyAutomotive (9)Construction (30)Distribution (9)Engineering (5)Finance (4)Food & Beverage (10)Government Contracting (1)Healthcare (10)Home Services (1)HVAC & Plumbing (2)Lab & Research (1)Manufacturing (32)Marine / Shipping / Salvage space (2)Media & Communications (3)Packaging (1)Printing (1)Professional Services (9)Real Estate (2)Retail (6)Signage (2)Specialty Products & Services (20)Technology (8)Transportation (14) select
- [Add Deal](https://amaaonline.com/add-deal/) - WELCOME DEAL CORNER TOMBSTONES MY ACCOUNT » Member Directory » My Profile Add Deal
- [Add Tombstone](https://amaaonline.com/add-tombstone/) - WELCOME DEAL CORNER TOMBSTONES MY ACCOUNT » Member Directory » My Profile Add Tombstone
- [Confirmation Page](https://amaaonline.com/confirmation-page/) - Thank you for filling out our form! Feel free to browse the many opportunities to get plugged into our network with events, membership, and so much more! Home About About Us Leadership Staff Subcommittees Advertising & Sponsorship Membership Join Young Professional Membership Corporate Membership Member Benefits Strategic Partners Member Dashboard Member Directory Awards AM&AA Thought
- [Account Information](https://amaaonline.com/account-information/) - WELCOME DEAL CORNER TOMBSTONES MY ACCOUNT » Member Directory » My Profile Account Information User Login: User email: User ID: Registration Date: Account Holder: Nickname: Display Name: Nice Name:

## Events

- [New York City Chapter Event - NYC Dealmakers Summer Rooftop Kickoff](https://amaaonline.com/events/new-york-city-chapter-event-nyc-dealmakers-summer-rooftop-kickoff/) - NYC Dealmakers Summer Rooftop Kickoff Thursday, June 15, 2023 5:30-8:30 p.m. ET St. Cloud Rooftop at The Knickerbocker Hotel 6 Times Sq (17th Floor) New York, NY 10036 Are you looking for an exciting networking opportunity that offers deal flow and market updates? Look no further than our upcoming rooftop event! Taking place in
- [Houston Chapter Event - June Networking Event and Golf Outing](https://amaaonline.com/events/houston-chapter-event-june-networking-event-and-golf-outing/) - June Networking Event and Golf Outing Thursday, June 29th, 2023 4:30 pm-7:30 pm East River 9 / Riverhouse Houston 65 Hirsch Road Houston, TX 77020 We are thrilled to invite you to an exciting event that brings together professionals from the mergers and acquisitions industry in a relaxed and enjoyable atmosphere. Join us at
- [DC.MD.VA Chapter Event - Navigating the M&A Deal Cycle: Lessons Learned](https://amaaonline.com/events/dc-md-va-chapter-event-navigating-the-ma-deal-cycle-lessons-learned/) - Navigating the M&A Deal Cycle: Lessons Learned Wednesday, June 7, 2023 8:30–10:00 a.m. ET CR Conference Center (in the MicroStrategy building across from Tower Club) 1850 Towers Crescent Plaza Tysons, VA 22182 Walk through the deal process and hear from experienced advisors and business owners who have been through the process – both buy side
- [New England Chapter Event - Member Only M&A Monthly Roundtable](https://amaaonline.com/events/new-england-chapter-event-member-only-ma-monthly-roundtable/) - Member Only M&A Monthly Roundtable Thursday, June 8, 2023 4:00–6:00 p.m. EST Gesmer Updegrove LLP 40 Broad Street Boston, MA 02109 Join the New England Chapter for an upcoming, exclusive member-only, deal-making opportunity, where you can network with fellow members, share deal activity, and explore opportunities. Our member-only event is the perfect chance to learn
- [Palm Beach Chapter Event – Deals Don't Die Of Old Age](https://amaaonline.com/events/palm-beach-chapter-event-educational-event-3/) - More info to come!
- [Pittsburgh Chapter Event - Behind the Bid: How Buyers are Thinking in Today's Market](https://amaaonline.com/events/pittsburgh-chapter-event-behind-the-bid-how-buyers-are-thinking-in-todays-market/) - AI for ROI: Driving Growth and Exit Value Tuesday, September 23, 2025 4:30 - 7:00 PM Hotel Monaco (Sofia Ballroom) 620 William Penn Place Pittsburgh, PA 15219 Join the AM&AA Pittsburgh Chapter for a timely and practical look at how AI can drive measurable growth and sharpen exit readiness. We’ll hear from Patrick Patterson, CEO of Level
- [Philadelphia Chapter Event - Fall Founders Series: Growth Through M&A](https://amaaonline.com/events/philadelphia-chapter-event-fall-founders-series-growth-through-ma/) - Founder Series: Capital Perspectives Thursday, November 13th, 2025 4:00 pm - 7:00 pm The Radnor Hotel 591 E Lancaster Ave Saint Davids, PA 19087 What does the right capital partner actually look like, and how do you attract them?Join the AM&AA Philadelphia Chapter this fall for a fresh edition of our Founder Series: Capital Perspectives,
- [Cancelled Long Island Chapter Event- Summer Social Event](https://amaaonline.com/events/long-island-chapter-event-summer-social-event/) - Even The end of the year is always a pivotal time in dealmaking. With shifting market dynamics, evolving tax policy, and growing uncertainty in the global economy, the stakes for strategic planning have never been higher. At Dealmaker Perspectives: Year-End M&A Outlook, you’ll hear directly from a panel of seasoned professionals who live and breathe transactions
- [South Florida Chapter Event – Networking Social](https://amaaonline.com/events/south-florida-chapter-event-networking-social-7/) - Dealmaking Social Monday, March 31, 2025 5:30 pm – 8:00 pm 450 Gradi 130 Miracle Mile Coral Gables, Florida 33134 We’re excited to invite you to our upcoming Dealmaking Social, where investment bankers, capital providers, attorneys, accountants/consultants, and others come together to network, share insights, and explore potential opportunities. You won’t want to miss
- [AM&AA Webinar | AI in M&A: Practical Uses, Process Design, and Deal Risk](https://amaaonline.com/events/amaa-webinar-ai-in-ma-practical-uses-process-design-and-deal-risk/) - AM&AA Webinar | August 2024 | AM&AA Market Survey Report Join us for the next AM&AA Market Survey Report Webinar. Hear the results of the AM&AA 2024-Q3 National Market Survey with detailed data reported on over 2,000 deals. Analysis includes sale multiples by deal size and industry, composition of consideration, and target company financial performance on deals
- [Austin Chapter Event - Under the Microscope: How PE is Buying and Building in Healthcare](https://amaaonline.com/events/austin-chapter-event-under-the-microscope-how-pe-is-buying-and-building-in-healthcare/) - Under the Microscope: How PE is Buying and Building in Healthcare Thursday, September 10, 2026 11:30 - 1:00 PM Location Headliners Club 221 W 6th St Ste 2100 Austin, TX 78701 Healthcare continues to be one of the most active areas in middle market M&A, but the deals behind the headlines are becoming more complex.
- [Southern California Chapter Event - The SoCal Commercial Real Estate Market](https://amaaonline.com/events/southern-california-chapter-event-the-socal-commercial-real-estate-market/) - Tax Strategies in M&A Thursday, November 20th, 2025
- [Rocky Mountain Chapter Event - Member Only Dinner](https://amaaonline.com/events/rocky-mountain-chapter-event-member-only-dinner/) - More Information to come!
- [Houston Chapter Event - Pickleball Social](https://amaaonline.com/events/houston-chapter-event-pickleball-social/) - Energy 2026…It’s A Brand New Year! Thursday, January 15th, 2026 7:30 - 9:15 AM The Briar Club 2603 Timmons Ln Houston, TX 77027 Houston is stepping into 2026 with momentum, and our first marquee event of the year is built to match it! We’re thrilled to kick off the year with an energizing, insight-packed session
- [Virtual Chapter Event - Start at the Exit — Reverse-engineering Enterprise Value From The Number The Owner Wants](https://amaaonline.com/events/virtual-chapter-event-start-at-the-exit-reverse-engineering-enterprise-value-from-the-number-the-owner-wants/) - Virtual Connection Session (VCS) Thursday, October 16th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. The event will begin with introductions, followed by
- [New York City Chapter Event - Summer Social](https://amaaonline.com/events/new-york-city-chapter-event-summer-social/) - NYC Dealmakers - Farewell to 2023 and Hello to 2024. Tuesday, December 5th, 2023 5:30-8:30 p.m. ET Ice Miller LLP 1500 Broadway Suite 2900 New York, NY 10036 Network with fellow dealmakers in an intimate gathering. AM&AA is dedicated to helping middle market deal makers engage with each other on a deep level – and
- [Philadelphia Chapter Event - AM&AA Philadelphia 2026 Member Guest Golf Outing](https://amaaonline.com/events/philadelphia-chapter-event-amaa-philadelphia-2026-member-guest-golf-outing/) - Founder Series: Capital Perspectives Thursday, November 13th, 2025 4:00 pm - 7:00 pm The Radnor Hotel 591 E Lancaster Ave Saint Davids, PA 19087 What does the right capital partner actually look like, and how do you attract them?Join the AM&AA Philadelphia Chapter this fall for a fresh edition of our Founder Series: Capital Perspectives,
- [Southern Nevada Chapter Event -It’s Dangerous to Go Alone! Working with Middle-Market Investment Bankers to Optimize Client Outcomes](https://amaaonline.com/events/southern-nevada-chapter-event-its-dangerous-to-go-alone-working-with-middle-market-investment-bankers-to-optimize-client-outcomes/) - The Good, The Bad & The Buyout: Real Stories of Internal Transitions Tuesday, November 4, 2025 5:30 - 7:30 pm Sierra Gold (Upstairs Private Dining Room) 6515 S. Jones Blvd. Las Vegas, NV 89118 Internal ownership transitions may happen quietly, but the lessons they hold are anything but small. Join us for an engaging evening of
- [Utah Chapter Event - Sweeping into Fall: Utah AM&AA Curling Classic](https://amaaonline.com/events/utah-chapter-event-sweeping-into-fall-utah-amaa-curling-classic/)
- [Dallas-Fort Worth Chapter Event - WFE Joint Summer Happy Hour](https://amaaonline.com/events/dallas-fort-worth-chapter-event-wfe-joint-summer-happy-hour/) - DFW AM&AA Happy Hour Tuesday, February 27th, 2024 5:00 - 7:00 pm The Henry 2301 N Akard St Suite 250 Dallas, TX 75201 You're invited to join us for our upcoming happy hour event! This is a great opportunity to network with M&A professionals in our community as we gather at The Henry for drinks.
- [AM&AA Webinar | 2026 Summer Market Report](https://amaaonline.com/events/amaa-webinar-2026-summer-market-report/) - AM&AA Webinar | August 2024 | AM&AA Market Survey Report Join us for the next AM&AA Market Survey Report Webinar. Hear the results of the AM&AA 2024-Q3 National Market Survey with detailed data reported on over 2,000 deals. Analysis includes sale multiples by deal size and industry, composition of consideration, and target company financial performance on deals
- [North New Jersey Chapter Event - Anatomy of a Deal: What Worked, What Didn't!](https://amaaonline.com/events/north-new-jersey-chapter-event-anatomy-of-a-deal-what-worked-what-didnt/) - More Information to Come!
- [Palm Beach Chapter Event – Lessons From Inside the Fastest Moving Corner of Financial Services](https://amaaonline.com/events/palm-beach-chapter-event-educational-event/) - More info to come!
- [New England Chapter Event - Sip & Socialize](https://amaaonline.com/events/new-england-chapter-event-sip-socialize-3/) - MEMBERS ONLY Sip + Socialize Co-Hosted Event with Mass CPAs Wednesday, January 21st, 2026 5:00 - 7:00 p.m. ET Bostonia Public House 131 State Street Boston MA 02109 Sip & Socialize with fellow CPAs, lawyers, financial and other industry professionals. We know you’re busy, and this dedicated event will connect experienced professionals from across
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs-11/) - Virtual Connection Session (VCS) Thursday, October 16th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. The event will begin with introductions, followed by
- [New England Chapter Event - Summer Soiree](https://amaaonline.com/events/new-england-chapter-event-summer-soiree/) - MEMBERS ONLY Sip + Socialize Co-Hosted Event with Mass CPAs Wednesday, January 21st, 2026 5:00 - 7:00 p.m. ET Bostonia Public House 131 State Street Boston MA 02109 Sip & Socialize with fellow CPAs, lawyers, financial and other industry professionals. We know you’re busy, and this dedicated event will connect experienced professionals from across
- [Atlanta Chapter Event - Owners, Operators & Dealmakers: AM&AA Atlanta's Special Event with Jeremy Hurewitz](https://amaaonline.com/events/atlanta-chapter-event-owners-operators-dealmakers-amaa-atlantas-u-s-open-kickoff-with-jeremy-hurewitz/) - More information to come!
- [Detroit Chapter - Mergers, Acquisitions, and Homeruns](https://amaaonline.com/events/detroit-chapter-mergers-acquisitions-and-homeruns/) - 2nd Annual Holiday Social and Toy Drive Tuesday, December 9, 2025 5:00 - 8:00 p.m. Firebird Tavern 4845 Rochester Rd Troy MI 48085 The holiday season is the perfect time to connect, give back, and celebrate together! Join the Detroit Chapter for our 2nd Annual Holiday Social and Toy Drive on December 9th. We’re bringing
- [Houston Chapter Young Professionals Event - Reading the Tea Leaves: Rates, Debt & the Economy](https://amaaonline.com/events/houston-chapter-young-professionals-event-reading-the-tea-leaves-rates-debt-the-economy/) - Energy 2026…It’s A Brand New Year! Thursday, January 15th, 2026 7:30 - 9:15 AM The Briar Club 2603 Timmons Ln Houston, TX 77027 Houston is stepping into 2026 with momentum, and our first marquee event of the year is built to match it! We’re thrilled to kick off the year with an energizing, insight-packed session
- [Rocky Mountain Chapter Event - Trackside Tactics & Cocktails](https://amaaonline.com/events/rocky-mountain-chapter-event-trackside-tactics-cocktails/) - More Information to come!
- [North New Jersey Chapter Event - Capital Stack Alternatives](https://amaaonline.com/events/north-new-jersey-chapter-event-capital-stack-alternatives/) - More Information to Come!
- [DC.MD.VA Chapter Event - Putt, Sip & Socialize](https://amaaonline.com/events/dc-md-va-chapter-event-putt-sip-socialize/) - Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions Presented by SD Capital Wednesday, October 15th, 2025 4:30-7:00 PM The UVA Darden Sands Family Grounds 1100 Wilson Blvd. 30th floor Arlington, VA 22209 We’d love for you to join us for an evening of conversation and insights at our upcoming event, Cybersecurity and M&A: The
- [Palm Beach Chapter Event – Happy Hour](https://amaaonline.com/events/palm-beach-chapter-event-happy-hour/) - More info to come!
- [Palm Beach Chapter Event – Educational Event](https://amaaonline.com/events/palm-beach-chapter-event-educational-event-4/) - More info to come!
- [Philadelphia Chapter Event - Summer Social with EPI and ELAB](https://amaaonline.com/events/philadelphia-chapter-event-summer-social-with-epi-and-elab/) - Founder Series: Capital Perspectives Thursday, November 13th, 2025 4:00 pm - 7:00 pm The Radnor Hotel 591 E Lancaster Ave Saint Davids, PA 19087 What does the right capital partner actually look like, and how do you attract them?Join the AM&AA Philadelphia Chapter this fall for a fresh edition of our Founder Series: Capital Perspectives,
- [Houston Chapter Event - Build Your Network. Build Your Business.](https://amaaonline.com/events/houston-chapter-event-build-your-network-build-your-business-3/) - Energy 2026…It’s A Brand New Year! Thursday, January 15th, 2026 7:30 - 9:15 AM The Briar Club 2603 Timmons Ln Houston, TX 77027 Houston is stepping into 2026 with momentum, and our first marquee event of the year is built to match it! We’re thrilled to kick off the year with an energizing, insight-packed session
- [Philadelphia Chapter Event - Women's Pilates Power Session](https://amaaonline.com/events/philadelphia-chapter-event-womens-pilates-power-session/) - Founder Series: Capital Perspectives Thursday, November 13th, 2025 4:00 pm - 7:00 pm The Radnor Hotel 591 E Lancaster Ave Saint Davids, PA 19087 What does the right capital partner actually look like, and how do you attract them?Join the AM&AA Philadelphia Chapter this fall for a fresh edition of our Founder Series: Capital Perspectives,
- [Atlanta Chapter Event - Holiday Party](https://amaaonline.com/events/atlanta-chapter-event-holiday-party/) - More information to come!
- [Atlanta Chapter Event - Giving Thanks](https://amaaonline.com/events/atlanta-chapter-event-giving-thanks/) - More information to come!
- [Atlanta Chapter Event - Members Only- Private Dinner](https://amaaonline.com/events/atlanta-chapter-event-members-only-private-dinner/) - More information to come!
- [Atlanta Chapter Event - Members Only- Private Dinner](https://amaaonline.com/events/atlanta-chapter-event-members-only-private-dinner-2/) - More information to come!
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs-10/) - Virtual Connection Session (VCS) Thursday, October 16th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. The event will begin with introductions, followed by
- [South Florida Chapter Event – Networking Social](https://amaaonline.com/events/south-florida-chapter-event-networking-social-6/) - Dealmaking Social Monday, March 31, 2025 5:30 pm – 8:00 pm 450 Gradi 130 Miracle Mile Coral Gables, Florida 33134 We’re excited to invite you to our upcoming Dealmaking Social, where investment bankers, capital providers, attorneys, accountants/consultants, and others come together to network, share insights, and explore potential opportunities. You won’t want to miss
- [Detroit Chapter - M&A Update Breakfast Panels](https://amaaonline.com/events/detroit-chapter-ma-update-breakfast-panels/) - 2nd Annual Holiday Social and Toy Drive Tuesday, December 9, 2025 5:00 - 8:00 p.m. Firebird Tavern 4845 Rochester Rd Troy MI 48085 The holiday season is the perfect time to connect, give back, and celebrate together! Join the Detroit Chapter for our 2nd Annual Holiday Social and Toy Drive on December 9th. We’re bringing
- [Austin Chapter Event - Inside the Austin M&A Market: Valuation, Capital, and Deal Execution Trends](https://amaaonline.com/events/austin-chapter-event-inside-the-austin-ma-market-valuation-capital-and-deal-execution-trends/) - Austin Chapter Re-Launch Tuesday, September 16, 2025 5:00 - 7:00 PM The Flower Shop 1300 E 7th St. Austin, TX 78702 The Austin M&A scene is back and ready for its next chapter! We’re bringing together dealmakers, advisors, investors, and professionals from across the city to reconnect, spark new ideas, and strengthen the relationships that
- [Dallas-Fort Worth Chapter Event - Breakfast Event](https://amaaonline.com/events/dallas-fort-worth-chapter-event-breakfast-event-4/) - More info to come!
- [Pittsburgh Chapter Event - Owner Retrospectives: Real Stories on  Planning, Transactions, and What Comes Next](https://amaaonline.com/events/pittsburgh-chapter-event-owner-retrospectives-real-stories-on-planning-transactions-and-what-comes-next/) - AI for ROI: Driving Growth and Exit Value Tuesday, September 23, 2025 4:30 - 7:00 PM Hotel Monaco (Sofia Ballroom) 620 William Penn Place Pittsburgh, PA 15219 Join the AM&AA Pittsburgh Chapter for a timely and practical look at how AI can drive measurable growth and sharpen exit readiness. We’ll hear from Patrick Patterson, CEO of Level
- [Rocky Mountain Chapter Event - Sports Dealmaking Panel](https://amaaonline.com/events/rocky-mountain-chapter-event-business-in-sports/) - More Information to come!
- [Palm Beach Chapter Event – Chapter Launch](https://amaaonline.com/events/palm-beach-chapter-event-chapter-launch/) - Dealmaking Social Monday, March 31, 2025 5:30 pm – 8:00 pm 450 Gradi 130 Miracle Mile Coral Gables, Florida 33134 We’re excited to invite you to our upcoming Dealmaking Social, where investment bankers, capital providers, attorneys, accountants/consultants, and others come together to network, share insights, and explore potential opportunities. You won’t want to miss
- [North New Jersey Chapter Event - Anatomy of a Deal: What Worked, What Didn't!](https://amaaonline.com/events/north-new-jersey-chapter-event-dissecting-of-the-deal-what-went-wrong-what-went-right/) - More Information to Come!
- [Houston Chapter Event - Houston Deal Connect](https://amaaonline.com/events/houston-chapter-event-houston-deal-connect-2/) - Energy 2026…It’s A Brand New Year! Thursday, January 15th, 2026 7:30 - 9:15 AM The Briar Club 2603 Timmons Ln Houston, TX 77027 Houston is stepping into 2026 with momentum, and our first marquee event of the year is built to match it! We’re thrilled to kick off the year with an energizing, insight-packed session
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs-9/) - Virtual Connection Session (VCS) Thursday, October 16th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. The event will begin with introductions, followed by
- [Houston Chapter Young Professionals Event - The Art of the Pour](https://amaaonline.com/events/houston-chapter-young-professionals-event-the-art-of-the-pour/) - Energy 2026…It’s A Brand New Year! Thursday, January 15th, 2026 7:30 - 9:15 AM The Briar Club 2603 Timmons Ln Houston, TX 77027 Houston is stepping into 2026 with momentum, and our first marquee event of the year is built to match it! We’re thrilled to kick off the year with an energizing, insight-packed session
- [Philadelphia Chapter Event - AM&AA and XPX Spring Social](https://amaaonline.com/events/philadelphia-chapter-event-amaa-and-xpx-spring-social-2/) - Founder Series: Capital Perspectives Thursday, November 13th, 2025 4:00 pm - 7:00 pm The Radnor Hotel 591 E Lancaster Ave Saint Davids, PA 19087 What does the right capital partner actually look like, and how do you attract them?Join the AM&AA Philadelphia Chapter this fall for a fresh edition of our Founder Series: Capital Perspectives,
- [Southern California Chapter Event - AI in PE’s LMM: A Practical Discussion](https://amaaonline.com/events/southern-california-chapter-event-ai-in-pes-lmm-a-practical-discussion/) - Tax Strategies in M&A Thursday, November 20th, 2025
- [Arizona Chapter Event - End Of Season Happy Hour](https://amaaonline.com/events/arizona-chapter-event-end-of-season-happy-hour/) - 2025 Holiday Party Wednesday, December 17th, 2025 5:30 - 8:00 pm MST Olive & Ivy 7135 East Camelback Road Scottsdale, Az 85251 The Arizona Chapter’s 2025 Holiday Party is right around the corner, and we hope you’ll join us for an evening filled with festive energy and great company. Come enjoy a relaxed, upbeat atmosphere where
- [Dallas-Fort Worth Chapter Event - The Quiet Capital Revolution: Family Offices in Today's Deal Market](https://amaaonline.com/events/dallas-fort-worth-chapter-event-breakfast-event-2/) - More info to come!
- [New England Chapter Event - Members-Only Roundtable](https://amaaonline.com/events/new-england-chapter-event-members-only-round-table/) - MEMBERS ONLY Sip + Socialize Co-Hosted Event with Mass CPAs Wednesday, January 21st, 2026 5:00 - 7:00 p.m. ET Bostonia Public House 131 State Street Boston MA 02109 Sip & Socialize with fellow CPAs, lawyers, financial and other industry professionals. We know you’re busy, and this dedicated event will connect experienced professionals from across
- [DC.MD.VA Chapter Event - Sell Side Readiness: Building Value Before the Process Begins](https://amaaonline.com/events/dc-md-va-chapter-event-sell-side-readiness-building-value-before-the-process-begins/) - Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions Presented by SD Capital Wednesday, October 15th, 2025 4:30-7:00 PM The UVA Darden Sands Family Grounds 1100 Wilson Blvd. 30th floor Arlington, VA 22209 We’d love for you to join us for an evening of conversation and insights at our upcoming event, Cybersecurity and M&A: The
- [College Game Day Golf Tournament](https://amaaonline.com/events/college-game-day-golf-tournament/)
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs-8/) - Virtual Connection Session (VCS) Thursday, October 16th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. The event will begin with introductions, followed by
- [Long Island Chapter Event - Tax Structuring in M&A: What Dealmakers Need to Know](https://amaaonline.com/events/long-island-chapter-event-tax-structuring-in-ma-what-dealmakers-need-to-know/) - Dealmaker Perspectives: Year-End M&A Outlook Tuesday, November 11, 2025 9:30 - 11:30am The Mansion at Oyster Bay 1 S Woods Rd. Woodbury, NY 11797 The end of the year is always a pivotal time in dealmaking. With shifting market dynamics, evolving tax policy, and growing uncertainty in the global economy, the stakes for strategic planning
- [Midwest Chapter Event -  Beyond Tech-The Rest of the Economy is Waking Up](https://amaaonline.com/events/midwest-chapter-event-beyond-tech-the-rest-of-the-economy-is-waking-up/) - Casino Night Inaugural Event Monday, February 5th, 2026 5:00 - 9:00 p.m. CT Bank of America Tower 110 N Wacker Dr., 3rd Floor Chicago, IL 60606 Get ready to go all in! The AM&AA Midwest Chapter is thrilled to host our Inaugural Casino Night, an unforgettable evening of networking, excitement, and high-energy entertainment. Mark your
- [South Florida Chapter Event – Networking Social](https://amaaonline.com/events/south-florida-chapter-event-networking-social-5/) - Dealmaking Social Monday, March 31, 2025 5:30 pm – 8:00 pm 450 Gradi 130 Miracle Mile Coral Gables, Florida 33134 We’re excited to invite you to our upcoming Dealmaking Social, where investment bankers, capital providers, attorneys, accountants/consultants, and others come together to network, share insights, and explore potential opportunities. You won’t want to miss
- [New England Chapter Event - Trends and Updates in Reps and Warranties Insurance](https://amaaonline.com/events/new-england-chapter-event-trends-and-updates-in-reps-and-warranties-insurance/) - MEMBERS ONLY Sip + Socialize Co-Hosted Event with Mass CPAs Wednesday, January 21st, 2026 5:00 - 7:00 p.m. ET Bostonia Public House 131 State Street Boston MA 02109 Sip & Socialize with fellow CPAs, lawyers, financial and other industry professionals. We know you’re busy, and this dedicated event will connect experienced professionals from across
- [Atlanta Chapter Event - Deal Madness: AM&AA Atlanta NCAA Championship](https://amaaonline.com/events/atlanta-chapter-event-deal-madness-amaa-atlanta-ncaa-championship/) - AM&AA Atlanta Holiday Party Wednesday, December 10th, 2025 5:00 - 7:00 pm 5Church Buckhead 3379 Peachtree Rd NE Atlanta, GA 30326 It’s time to raise a glass to another remarkable year in Atlanta’s middle-market community! Join the AM&AA Atlanta Chapter, for our 2025 Holiday Celebration, an evening of connection, gratitude, and celebration with fellow dealmakers, investors,
- [Houston Chapter Event - Risky Business: Tails, Contingencies, Reps & Warranty](https://amaaonline.com/events/houston-chapter-event-risky-business-tails-contingencies-reps-warranty/) - Energy 2026…It’s A Brand New Year! Thursday, January 15th, 2026 7:30 - 9:15 AM The Briar Club 2603 Timmons Ln Houston, TX 77027 Houston is stepping into 2026 with momentum, and our first marquee event of the year is built to match it! We’re thrilled to kick off the year with an energizing, insight-packed session
- [Austin Chapter Event - M&A March Madness Happy Hour](https://amaaonline.com/events/austin-chapter-event-ma-march-madness-happy-hour/) - Austin Chapter Re-Launch Tuesday, September 16, 2025 5:00 - 7:00 PM The Flower Shop 1300 E 7th St. Austin, TX 78702 The Austin M&A scene is back and ready for its next chapter! We’re bringing together dealmakers, advisors, investors, and professionals from across the city to reconnect, spark new ideas, and strengthen the relationships that
- [South Florida Chapter Event – Networking Social](https://amaaonline.com/events/south-florida-chapter-event-networking-social-4/) - Dealmaking Social Monday, March 31, 2025 5:30 pm – 8:00 pm 450 Gradi 130 Miracle Mile Coral Gables, Florida 33134 We’re excited to invite you to our upcoming Dealmaking Social, where investment bankers, capital providers, attorneys, accountants/consultants, and others come together to network, share insights, and explore potential opportunities. You won’t want to miss
- [LET'S GET VIRTUAL: AM&AA's Spring Virtual Deal Connect](https://amaaonline.com/events/lets-get-virtual-amaas-spring-virtual-deal-connect/) - Join AM&AA’s Fall Virtual Deal Connect, where top-tier middle-market M&A professionals and investment bankers come together for a high-impact networking experience. Leverage our enhanced AI-powered matchmaking platform to access diverse transaction opportunities without the hassle of travel. Accelerate Your Success: Close deals 2X faster with precision-targeted connections Capture synergies 3X sooner to drive improved outcomes Get deals done anywhere, anytime—minimize
- [Southern Nevada Chapter Event -Choosing to Stay: What Exploring a Sale Taught Us](https://amaaonline.com/events/southern-nevada-chapter-event-choosing-to-stay-what-exploring-a-sale-taught-us/) - The Good, The Bad & The Buyout: Real Stories of Internal Transitions Tuesday, November 4, 2025 5:30 - 7:30 pm Sierra Gold (Upstairs Private Dining Room) 6515 S. Jones Blvd. Las Vegas, NV 89118 Internal ownership transitions may happen quietly, but the lessons they hold are anything but small. Join us for an engaging evening of
- [Detroit Chapter - The Anatomy of a Deal- Deal Mechanics: What Really Drives Value](https://amaaonline.com/events/detroit-chapter-the-anatomy-of-a-deal-deal-mechanics-what-really-drives-value/) - 2nd Annual Holiday Social and Toy Drive Tuesday, December 9, 2025 5:00 - 8:00 p.m. Firebird Tavern 4845 Rochester Rd Troy MI 48085 The holiday season is the perfect time to connect, give back, and celebrate together! Join the Detroit Chapter for our 2nd Annual Holiday Social and Toy Drive on December 9th. We’re bringing
- [DC.MD.VA Chapter Event - AM&AA Annual Women's Dinner](https://amaaonline.com/events/dc-md-va-chapter-event-amaa-annual-womens-dinner/) - Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions Presented by SD Capital Wednesday, October 15th, 2025 4:30-7:00 PM The UVA Darden Sands Family Grounds 1100 Wilson Blvd. 30th floor Arlington, VA 22209 We’d love for you to join us for an evening of conversation and insights at our upcoming event, Cybersecurity and M&A: The
- [NE Ohio Chapter Event - Working with the SBA in M&A Transactions](https://amaaonline.com/events/ne-ohio-chapter-event-working-with-the-sba-in-ma-transactions/) - Join us for our upcoming chapter event Holiday Social Wednesday, December 17th, 2025 5:00 p.m.- 8:00 p.m. Market Garden Brewery 1947 West 25th Street Cleveland OH 44113 The holidays are just around the corner, and what better way to celebrate than with great company, festive cheer, and a cozy evening together? Join your fellow NE
- [New England Chapter Event - Young Professionals Brewery Night](https://amaaonline.com/events/new-england-chapter-event-young-professionals-brewery-night/) - MEMBERS ONLY Sip + Socialize Co-Hosted Event with Mass CPAs Wednesday, January 21st, 2026 5:00 - 7:00 p.m. ET Bostonia Public House 131 State Street Boston MA 02109 Sip & Socialize with fellow CPAs, lawyers, financial and other industry professionals. We know you’re busy, and this dedicated event will connect experienced professionals from across
- [Ohio Valley Chapter - The Business of Bourbon: A Conversation on Family, Legacy and Growth](https://amaaonline.com/events/ohio-valley-chapter-the-business-of-bourbon-a-conversation-on-family-legacy-and-growth/) - 2nd Annual Holiday Social and Toy Drive Tuesday, December 9, 2025 5:00 - 8:00 p.m. Firebird Tavern 4845 Rochester Rd Troy MI 48085 The holiday season is the perfect time to connect, give back, and celebrate together! Join the Detroit Chapter for our 2nd Annual Holiday Social and Toy Drive on December 9th. We’re bringing
- [Detroit Chapter - M&A on the Rocks](https://amaaonline.com/events/detroit-chapter-ma-on-the-rocks-3/) - 2nd Annual Holiday Social and Toy Drive Tuesday, December 9, 2025 5:00 - 8:00 p.m. Firebird Tavern 4845 Rochester Rd Troy MI 48085 The holiday season is the perfect time to connect, give back, and celebrate together! Join the Detroit Chapter for our 2nd Annual Holiday Social and Toy Drive on December 9th. We’re bringing
- [New York City Chapter Event - Middle-Market M&A Outlook](https://amaaonline.com/events/new-york-city-chapter-event-middle-market-ma-outlook/) - NYC Dealmakers - Farewell to 2023 and Hello to 2024. Tuesday, December 5th, 2023 5:30-8:30 p.m. ET Ice Miller LLP 1500 Broadway Suite 2900 New York, NY 10036 Network with fellow dealmakers in an intimate gathering. AM&AA is dedicated to helping middle market deal makers engage with each other on a deep level – and
- [Dallas-Fort Worth Chapter Event - M&A Market Update Presented by Capitalize Network](https://amaaonline.com/events/dallas-fort-worth-chapter-event-breakfast-event/) - More info to come!
- [Philadelphia Chapter Event - AM&AA Philadelphia 2026 Market Outlook](https://amaaonline.com/events/philadelphia-chapter-event-amaa-philadelphia-2026-market-outlook/) - Founder Series: Capital Perspectives Thursday, November 13th, 2025 4:00 pm - 7:00 pm The Radnor Hotel 591 E Lancaster Ave Saint Davids, PA 19087 What does the right capital partner actually look like, and how do you attract them?Join the AM&AA Philadelphia Chapter this fall for a fresh edition of our Founder Series: Capital Perspectives,
- [Philadelphia Chapter Event - Member Meetup](https://amaaonline.com/events/philadelphia-chapter-event-member-meetup/) - Founder Series: Capital Perspectives Thursday, November 13th, 2025 4:00 pm - 7:00 pm The Radnor Hotel 591 E Lancaster Ave Saint Davids, PA 19087 What does the right capital partner actually look like, and how do you attract them?Join the AM&AA Philadelphia Chapter this fall for a fresh edition of our Founder Series: Capital Perspectives,
- [Pittsburgh Chapter Event - Ready, Set, Sell: Strategic Planning vs. Last-Minute Deals](https://amaaonline.com/events/pittsburgh-chapter-event-ready-set-sell-strategic-planning-vs-last-minute-deals/) - AI for ROI: Driving Growth and Exit Value Tuesday, September 23, 2025 4:30 - 7:00 PM Hotel Monaco (Sofia Ballroom) 620 William Penn Place Pittsburgh, PA 15219 Join the AM&AA Pittsburgh Chapter for a timely and practical look at how AI can drive measurable growth and sharpen exit readiness. We’ll hear from Patrick Patterson, CEO of Level
- [Houston Chapter Event - Deal Data: What the Market Is Telling Us](https://amaaonline.com/events/houston-chapter-event-deal-data-what-the-market-is-telling-us/) - Energy 2026…It’s A Brand New Year! Thursday, January 15th, 2026 7:30 - 9:15 AM The Briar Club 2603 Timmons Ln Houston, TX 77027 Houston is stepping into 2026 with momentum, and our first marquee event of the year is built to match it! We’re thrilled to kick off the year with an energizing, insight-packed session
- [DC.MD.VA Chapter Event - Sip & Skewers](https://amaaonline.com/events/dc-md-va-chapter-event-sip-skewers-2/) - Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions Presented by SD Capital Wednesday, October 15th, 2025 4:30-7:00 PM The UVA Darden Sands Family Grounds 1100 Wilson Blvd. 30th floor Arlington, VA 22209 We’d love for you to join us for an evening of conversation and insights at our upcoming event, Cybersecurity and M&A: The
- [Utah Chapter Event - Inside the Exit: Real-World Insights from Recent Sellers](https://amaaonline.com/events/utah-chapter-event-inside-the-exit-real-world-insights-from-recent-sellers/)
- [Rocky Mountain Chapter Event - March Social: Duckpin Bowling](https://amaaonline.com/events/rocky-mountain-chapter-event-spring-social/) - More Information to come!
- [Virtual Chapter Event - One Big Beautiful Bill Act: Key Tax Provisions](https://amaaonline.com/events/virtual-chapter-event-one-big-beautiful-bill-act-key-tax-provisions/) - Virtual Connection Session (VCS) Thursday, October 16th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. The event will begin with introductions, followed by
- [CM&AA ONLINE](https://amaaonline.com/events/cmaa-online-7/)
- [Austin Chapter Event - Deal Velocity: AI and Value Creation Strategies to Move Deals Forward in a Challenging Environment](https://amaaonline.com/events/austin-chapter-event-deal-velocity-ai-and-value-creation-strategies-to-move-deals-forward-in-a-challenging-environment/) - Austin Chapter Re-Launch Tuesday, September 16, 2025 5:00 - 7:00 PM The Flower Shop 1300 E 7th St. Austin, TX 78702 The Austin M&A scene is back and ready for its next chapter! We’re bringing together dealmakers, advisors, investors, and professionals from across the city to reconnect, spark new ideas, and strengthen the relationships that
- [The 2026 AM&AA Summer Conference](https://amaaonline.com/events/the-2026-amaa-summer-conference/)
- [Dallas-Fort Worth Chapter Event - Breakfast Event](https://amaaonline.com/events/dallas-fort-worth-chapter-event-breakfast-event-6/) - More info to come!
- [Dallas-Fort Worth Chapter Event - Breakfast Event](https://amaaonline.com/events/dallas-fort-worth-chapter-event-breakfast-event-5/) - More info to come!
- [AM&AA Webinar | 2026 Winter Market Report](https://amaaonline.com/events/amaa-webinar-2026-winter-market-report/) - AM&AA Webinar | August 2024 | AM&AA Market Survey Report Join us for the next AM&AA Market Survey Report Webinar. Hear the results of the AM&AA 2024-Q3 National Market Survey with detailed data reported on over 2,000 deals. Analysis includes sale multiples by deal size and industry, composition of consideration, and target company financial performance on deals
- [AM&AA Webinar | From Charleston to Action: How to Turn Strategic Insights into Measurable Enterprise Value](https://amaaonline.com/events/amaa-webinar-from-charleston-to-action-how-to-turn-strategic-insights-into-measurable-enterprise-value/) - AM&AA Webinar | August 2024 | AM&AA Market Survey Report Join us for the next AM&AA Market Survey Report Webinar. Hear the results of the AM&AA 2024-Q3 National Market Survey with detailed data reported on over 2,000 deals. Analysis includes sale multiples by deal size and industry, composition of consideration, and target company financial performance on deals
- [AM&AA Webinar | Always Be Deal-Ready: How Preparation, Governance, and Modern Data Rooms Drive Better M&A Outcomes](https://amaaonline.com/events/amaa-webinar-always-be-deal-ready-how-preparation-governance-and-modern-data-rooms-drive-better-ma-outcomes/) - AM&AA Webinar | August 2024 | AM&AA Market Survey Report Join us for the next AM&AA Market Survey Report Webinar. Hear the results of the AM&AA 2024-Q3 National Market Survey with detailed data reported on over 2,000 deals. Analysis includes sale multiples by deal size and industry, composition of consideration, and target company financial performance on deals
- [North New Jersey Chapter Event - Introducing the New North New Jersey AM&AA Chapter](https://amaaonline.com/events/north-new-jersey-chapter-event-introducing-the-new-north-new-jersey-amaa-chapter/) - Dealmaker Perspectives: Year-End M&A Outlook Tuesday, November 11, 2025 9:30 - 11:30am The Mansion at Oyster Bay 1 S Woods Rd. Woodbury, NY 11797 The end of the year is always a pivotal time in dealmaking. With shifting market dynamics, evolving tax policy, and growing uncertainty in the global economy, the stakes for strategic planning
- [Dallas-Fort Worth Chapter Event - Happy Hour](https://amaaonline.com/events/dallas-fort-worth-chapter-event-happy-hour/) - Private Equity Originations Panel: Sourcing Buyout Opportunities According to Investment Thesis' Wednesday, September 17th, 2025 7:30 - 9:00 am Park House 100 Highland Park Village 3 Dallas, TX 75205 The AM&AA DFW Chapter is bringing together an incredible group of voices for a lively breakfast conversation on how private equity professionals source buyout opportunities through the
- [Detroit Chapter - Changing the Game with AI](https://amaaonline.com/events/detroit-chapter-changing-the-game-with-ai/) - 2nd Annual Holiday Social and Toy Drive Tuesday, December 9, 2025 5:00 - 8:00 p.m. Firebird Tavern 4845 Rochester Rd Troy MI 48085 The holiday season is the perfect time to connect, give back, and celebrate together! Join the Detroit Chapter for our 2nd Annual Holiday Social and Toy Drive on December 9th. We’re bringing
- [Houston Chapter Event - Racing Into 2026](https://amaaonline.com/events/houston-chapter-event-racing-into-2026/) - Energy 2026…It’s A Brand New Year! Thursday, January 15th, 2026 7:30 - 9:15 AM The Briar Club 2603 Timmons Ln Houston, TX 77027 Houston is stepping into 2026 with momentum, and our first marquee event of the year is built to match it! We’re thrilled to kick off the year with an energizing, insight-packed session
- [CM&AA IN-PERSON](https://amaaonline.com/events/cmaa-in-person-5/) - CERTIFIED MERGER & ACQUISITION ADVISORS COURSE Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. Become a CM&AA and increase your expertise and influence in the market to source and close more deals. Get your certification and earn 40 CPE in just one week! COURSE DETAILS CM&AA Boston starts Monday
- [Long Island Chapter Event - 2026 Market Outlook: Navigating Policy, Rates, and Deal Momentum](https://amaaonline.com/events/long-island-chapter-event-2026-market-outlook-navigating-policy-rates-and-deal-momentum/) - Dealmaker Perspectives: Year-End M&A Outlook Tuesday, November 11, 2025 9:30 - 11:30am The Mansion at Oyster Bay 1 S Woods Rd. Woodbury, NY 11797 The end of the year is always a pivotal time in dealmaking. With shifting market dynamics, evolving tax policy, and growing uncertainty in the global economy, the stakes for strategic planning
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs-7/) - Virtual Connection Session (VCS) Thursday, October 16th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. The event will begin with introductions, followed by
- [New England Chapter Event - AM&AA and XPX Joint Social](https://amaaonline.com/events/new-england-chapter-event-amaa-and-xpx-joint-social-2/) - MEMBERS ONLY Sip + Socialize Co-Hosted Event with Mass CPAs Wednesday, January 21st, 2026 5:00 - 7:00 p.m. ET Bostonia Public House 131 State Street Boston MA 02109 Sip & Socialize with fellow CPAs, lawyers, financial and other industry professionals. We know you’re busy, and this dedicated event will connect experienced professionals from across
- [Southern Nevada Chapter Event -Deal Makers or Deal Killers: How the Right Team Drives Success](https://amaaonline.com/events/southern-nevada-chapter-event-deal-makers-or-deal-killers-how-the-right-team-drives-success/) - The Good, The Bad & The Buyout: Real Stories of Internal Transitions Tuesday, November 4, 2025 5:30 - 7:30 pm Sierra Gold (Upstairs Private Dining Room) 6515 S. Jones Blvd. Las Vegas, NV 89118 Internal ownership transitions may happen quietly, but the lessons they hold are anything but small. Join us for an engaging evening of
- [DC.MD.VA Chapter Event - 2026 GovCon M&A Forecast and the Future of Small Business Transactions](https://amaaonline.com/events/dc-md-va-chapter-event-2026-govcon-ma-forecast-and-the-future-of-small-business-transactions/) - Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions Presented by SD Capital Wednesday, October 15th, 2025 4:30-7:00 PM The UVA Darden Sands Family Grounds 1100 Wilson Blvd. 30th floor Arlington, VA 22209 We’d love for you to join us for an evening of conversation and insights at our upcoming event, Cybersecurity and M&A: The
- [Rocky Mountain Chapter Event - Deal of the Year Awards](https://amaaonline.com/events/rocky-mountain-chapter-event-deal-of-the-year-awards/) - More Information to come!
- [Rocky Mountain Chapter Event - The Flannel Forecast w/ Stinson Dean: How the Lumber Market Influences the Economy](https://amaaonline.com/events/rocky-mountain-chapter-event-the-flannel-forecast-w-stinson-dean-how-the-lumber-market-influences-the-economy/)
- [Utah Chapter Event -   The Family Office Advantage—How Family Offices are Shaping Mid-Market M&A](https://amaaonline.com/events/utah-chapter-event-the-family-office-advantage-how-family-offices-are-shaping-mid-market-ma/)
- [New England Chapter Event - AM&AA New England Annual Women's Luncheon](https://amaaonline.com/events/new-england-chapter-event-amaa-new-england-annual-womens-luncheon/) - MEMBERS ONLY Sip + Socialize Co-Hosted Event with Mass CPAs Wednesday, January 21st, 2026 5:00 - 7:00 p.m. ET Bostonia Public House 131 State Street Boston MA 02109 Sip & Socialize with fellow CPAs, lawyers, financial and other industry professionals. We know you’re busy, and this dedicated event will connect experienced professionals from across
- [Midwest Chapter Event -  Casino Night Inaugural Event](https://amaaonline.com/events/midwest-chapter-event-casino-night-inaugural-event/) - Casino Night Inaugural Event Monday, February 5th, 2026 5:00 - 9:00 p.m. CT Bank of America Tower 110 N Wacker Dr., 3rd Floor Chicago, IL 60606 Get ready to go all in! The AM&AA Midwest Chapter is thrilled to host our Inaugural Casino Night, an unforgettable evening of networking, excitement, and high-energy entertainment. Mark your
- [Houston Chapter Event - Energy 2026…It’s A Brand New Year!](https://amaaonline.com/events/houston-chapter-event-energy-2026its-a-brand-new-year/) - Energy 2026…It’s A Brand New Year! Thursday, January 15th, 2026 7:30 - 9:15 AM The Briar Club 2603 Timmons Ln Houston, TX 77027 Houston is stepping into 2026 with momentum, and our first marquee event of the year is built to match it! We’re thrilled to kick off the year with an energizing, insight-packed session
- [Detroit Chapter - 2nd Annual Holiday Social and Toy Drive](https://amaaonline.com/events/detroit-chapter-2nd-annual-holiday-social-and-toy-drive/) - 2nd Annual Holiday Social and Toy Drive Tuesday, December 9, 2025 5:00 - 8:00 p.m. Firebird Tavern 4845 Rochester Rd Troy MI 48085 The holiday season is the perfect time to connect, give back, and celebrate together! Join the Detroit Chapter for our 2nd Annual Holiday Social and Toy Drive on December 9th. We’re bringing
- [Arizona Chapter Event - 2025 Holiday Party](https://amaaonline.com/events/arizona-chapter-event-2025-holiday-party/) - 2025 Holiday Party Wednesday, December 17th, 2025 5:30 - 8:00 pm MST Olive & Ivy 7135 East Camelback Road Scottsdale, Az 85251 The Arizona Chapter’s 2025 Holiday Party is right around the corner, and we hope you’ll join us for an evening filled with festive energy and great company. Come enjoy a relaxed, upbeat atmosphere where
- [NE Ohio Chapter Event - Holiday Social](https://amaaonline.com/events/ne-ohio-chapter-event-holiday-social-2/) - Join us for our upcoming chapter event Holiday Social Wednesday, December 17th, 2025 5:00 p.m.- 8:00 p.m. Market Garden Brewery 1947 West 25th Street Cleveland OH 44113 The holidays are just around the corner, and what better way to celebrate than with great company, festive cheer, and a cozy evening together? Join your fellow NE
- [New England Chapter Event - Sip + Socialize Co-Hosted Event with Mass CPAs](https://amaaonline.com/events/new-england-chapter-event-sip-socialize-co-hosted-event-with-mass-cpas/) - MEMBERS ONLY Sip + Socialize Co-Hosted Event with Mass CPAs Wednesday, January 21st, 2026 5:00 - 7:00 p.m. ET Bostonia Public House 131 State Street Boston MA 02109 Sip & Socialize with fellow CPAs, lawyers, financial and other industry professionals. We know you’re busy, and this dedicated event will connect experienced professionals from across
- [New England Chapter Event - AM&AA Holiday Party](https://amaaonline.com/events/new-england-chapter-event-amaa-holiday-party/) - AM&AA Holiday Party Wednesday, December 3rd, 2025 4:00 - 7:00 pm ET Waldingfield Estate 55 Waldingfield Road Ipswich, MA The most wonderful time of the year is here, and there’s no better way to celebrate than with your AM&AA friends and colleagues at our annual Holiday Party! Join us for an evening of
- [New England Chapter Event - AM&AA Draft Night: Young Professionals Edition](https://amaaonline.com/events/new-england-chapter-event-amaa-draft-night-young-professionals-edition/) - AM&AA Draft Night: Young Professionals Edition Thursday, November 20th, 2025 5:00 - 8:00 pm ET Sam Adams Taproom 60 State St. Boston, MA, 02109 AM&AA Draft Night: Young Professionals Edition is all about bringing the energy, insight, and camaraderie of the M&A community together in one laid-back setting. We’re mixing seasoned pros with
- [New York City Chapter Event - Annual Holiday Happy Hour](https://amaaonline.com/events/new-york-city-chapter-event-annual-holiday-happy-hour/) - Annual Holiday Happy Hour Wednesday, November 19th, 2025 5:30-8:00 p.m. MetLife Building BDO Grand Event Space- 2nd Floor 200 Park Ave, New York 10166 Come together with fellow dealmakers and professionals from across the middle market at the New York Chapter Annual Happy Hour on Wednesday, November 19, 2025. This in-person gathering is your
- [AM&AA DEAL CONNECT & CASINO NIGHT](https://amaaonline.com/events/amaa-deal-connect-casino-night/) - AM&AA DEAL CONNECT & CASINO NIGHT AM&AA is bringing the electrifying energy of Vegas to Dallas with our Texas Hold ‘Em Poker & Casino Night—where high-stakes play meets high-value connections. Get ready for an evening of risk, reward, and unrivaled networking as you roll the dice, make your bets, and strike up deals in an atmosphere charged with
- [The 2026 AM&AA Winter Conference](https://amaaonline.com/events/the-2026-amaa-winter-conference/)
- [Atlanta Chapter Event - AM&AA Atlanta Holiday Party](https://amaaonline.com/events/atlanta-chapter-event-amaa-atlanta-holiday-party/) - AM&AA Atlanta Holiday Party Wednesday, December 10th, 2025 5:00 - 7:00 pm 5Church Buckhead 3379 Peachtree Rd NE Atlanta, GA 30326 It’s time to raise a glass to another remarkable year in Atlanta’s middle-market community! Join the AM&AA Atlanta Chapter, for our 2025 Holiday Celebration, an evening of connection, gratitude, and celebration with fellow dealmakers, investors,
- [Houston Chapter Event - I've Got Friends in Deal Places](https://amaaonline.com/events/houston-chapter-event-ive-got-friends-in-deal-places/) - I've Got Friends in Deal Places Thursday, November 20th, 2025 4:30-7:00pm The Rustic Uptown Park 1121 Uptown Park Blvd. Houston, TX 77056 Pull up a chair, grab a drink, and get ready for a night that’s all about good connections and great conversations! The Houston dealmaking community is coming together for an easygoing evening where
- [Rocky Mountain Chapter Event - 2025 Deal of the Year Award Celebration & Networking Happy Hour](https://amaaonline.com/events/rocky-mountain-chapter-event-year-end-economic-outlook-and-holiday-party/) - 2025 Deal of the Year Award Celebration & Networking Happy Hour Wednesday, December 3rd, 2025 4:30 - 6:30 PM MST Blanchard Family Wines 1855 Blake St #120 Denver, CO 80202 The deals are in, the nominations are rolling, and it’s time to celebrate the 2025 Deal of the Year! Join the Rocky Mountain Chapter on December
- [Southern Nevada Chapter Event -The Good, The Bad & The Buyout: Real Stories of Internal Transitions](https://amaaonline.com/events/southern-nevada-chapter-event-the-good-the-bad-the-buyout-real-stories-of-internal-transitions/) - The Good, The Bad & The Buyout: Real Stories of Internal Transitions Tuesday, November 4, 2025 5:30 - 7:30 pm Sierra Gold (Upstairs Private Dining Room) 6515 S. Jones Blvd. Las Vegas, NV 89118 Internal ownership transitions may happen quietly, but the lessons they hold are anything but small. Join us for an engaging evening of
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs-6/) - Virtual Connection Session (VCS) Thursday, October 16th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. The event will begin with introductions, followed by
- [Arizona Chapter Event - One Big Beautiful Bill Act](https://amaaonline.com/events/arizona-chapter-event-one-big-beautiful-bill-act/) - One Big Beautiful Bill Act Thursday, October 30, 2025 7:30 - 9:00 am MST Arizona Country Club 5668 Orange Blossom Lane Phoenix, Az 85018 The One Big Beautiful Bill Act is reshaping the way businesses think about tax, compliance, and deal-making. Big legislative shifts like this don’t just tweak the rules, they open up entirely new ways of
- [Long Island Chapter Event - Dealmaker Perspectives: Year-End M&A Outlook](https://amaaonline.com/events/long-island-chapter-event-dealmaker-perspectives-year-end-ma-outlook/) - Dealmaker Perspectives: Year-End M&A Outlook Tuesday, November 11, 2025 9:30 - 11:30am The Mansion at Oyster Bay 1 S Woods Rd. Woodbury, NY 11797 The end of the year is always a pivotal time in dealmaking. With shifting market dynamics, evolving tax policy, and growing uncertainty in the global economy, the stakes for strategic planning
- [Dallas-Fort Worth Chapter Event -A Candid Conversation with Private Equity Operating Partners](https://amaaonline.com/events/dallas-fort-worth-chapter-event-breakfast-event-3/) - A Candid Conversation with Private Equity Operating Partners Wednesday, October 29, 2025 7:30 - 9:00 am Park House 100 Highland Park Village 3 Dallas, TX 75205 The AM&AA DFW Chapter invites you to an engaging panel breakfast focused on the evolving role of the Private Equity Operating Partner. Join us for a morning of networking, insights,
- [Detroit Chapter - The Blue Angels Way: Leadership Lessons from the Sky](https://amaaonline.com/events/detroit-chapter-the-blue-angels-way-leadership-lessons-from-the-sky/) - The Blue Angels Way: Leadership Lessons from the Sky Wednesday, November 12th, 2025 5:00 - 7:00 p.m. Victors Aviation 2676 Industrial Row Troy, MI 48084 What can the world’s most elite pilots teach us about leading through complexity, building unstoppable teams, and performing under pressure? At The Blue Angels Way: Leadership Lessons from the Sky, you
- [South Florida Chapter Event – Economic & Private Equity Outlook](https://amaaonline.com/events/south-florida-chapter-event-economic-private-equity-outlook/) - Economic & Private Equity Outlook Monday, October 6, 2025 5:00 pm – 6:00 pm Virtual Join us for an exclusive panel discussion featuring the Chief Economist of the 5th largest bank in the country, U.S. Bank, and senior executives from leading New York and South Florida private equity firms investing in the lower middle market.
- [Detroit Chapter - Fall Clay Shooting with AM&AA](https://amaaonline.com/events/detroit-chapter-fall-clay-shooting-with-amaa/) - Fall Clay Shooting with AM&AA Friday, October 17th, 2025 10:30 am - 4:00 pm Hunters Creek Club 675 E Sutton Rd Metamora MI 48455 Join us for clay shooting on the executive course at Hunters Creek Club! It will be an afternoon of sport, networking, and seasonal fun. Participants will enjoy a 50-target walking
- [DC.MD.VA Chapter Event - Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions Presented by SD Capital](https://amaaonline.com/events/dc-md-va-chapter-event-cybersecurity-and-ma-the-state-of-market-trends-drivers-and-future-predictions-presented-by-sd-capital/) - Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions Presented by SD Capital Wednesday, October 15th, 2025 4:30-7:00 PM The UVA Darden Sands Family Grounds 1100 Wilson Blvd. 30th floor Arlington, VA 22209 We’d love for you to join us for an evening of conversation and insights at our upcoming event, Cybersecurity and M&A: The
- [Houston Chapter Event - Minority Stakes, Major Impact: The Power of Non-Controlling Investments](https://amaaonline.com/events/houston-chapter-event-minority-stakes-major-impact-the-power-of-non-controlling-investments/) - Minority Stakes, Major Impact: The Power of Non-Controlling Investments Thursday, October 16th, 2025 7:30 - 9:15 am Houston Country Club 1 Potomac Dr. Houston, TX 77057 Not every investment has to take center stage to make a major impact. Minority stakes can be powerful tools for shaping a company’s future and strengthening its capital strategy.
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs-5/) - Virtual Connection Session (VCS) Thursday, September 25th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. The event will begin with introductions, followed by
- [Atlanta Chapter Event - "Is Your Business Ready for Sale? Preparing for a successful M&A Exit"](https://amaaonline.com/events/atlanta-chapter-event-is-your-business-ready-for-sale-preparing-for-a-successful-ma-exit/) - "Is Your Business Ready for Sale? Preparing for a successful M&A Exit" Tuesday, September 16th, 2025 6:00 - 8:00 pm EDT Intown Golf Club Two Buckhead Plaza, 3050 Peachtree Road #150 Atlanta, GA 30305 Join us for an evening of networking and engaging conversation with fellow business owners, investors, and M&A professionals. Gain valuable insights from
- [Midwest Chapter Event -  M&A Deal Highlight-An Inside Look](https://amaaonline.com/events/midwest-chapter-event-ma-deal-highlight-an-inside-look/) - M&A Deal Highlight-An Inside Look Wednesday, November 5th, 2025 5:00 - 8:00 p.m. CT Michigan and Wacker Room 110 Wacker Drive 4th Floor Chicago, Illinois Ever wonder what really happens behind the scenes of an M&A deal? Not the headlines, the inside story. That is exactly what you will get at M&A Deal Highlight: An
- [New England Chapter Event - Deal Diagnosis: AM&AA Advisor Panel](https://amaaonline.com/events/new-england-chapter-event-deal-diagnosis-amaa-advisor-panel/) - Deal Diagnosis: AM&AA Advisor Panel Thursday, September 25th, 2025 4:00 - 7:00 pm ET Gesmer Updegrove, LLP 40 Broad St 3rd Floor Boston, MA 02109 The AM&AA New England Chapter invites you to Deal Diagnosis, a panel and networking event that highlights how AM&AA members work together to help clients achieve successful outcomes in
- [Rocky Mountain Chapter Event - 3rd Annual Member Only Dinner](https://amaaonline.com/events/rocky-mountain-chapter-event-3rd-annual-member-only-dinner/) - 3rd Annual Member Only Dinner Thursday, September 18th, 2025 6:00 - 9:00 pm MST Ocean Prime DTC 8000 E Bellview Ave C10 Greenwood Village, CO 80111 Join us for an evening of conversation and exceptional dining at our exclusive Member-Only Dinner. This carefully curated event is designed to bring together like-minded professionals in a relaxed,
- [Utah Chapter Event -   🎃 Spooky Transactions: Tales from the Deal Side](https://amaaonline.com/events/utah-chapter-event-🎃-spooky-transactions-tales-from-the-deal-side/) - 🎃 Spooky Transactions: Tales from the Deal Side Wednesday, October 29th, 2025 11:30 am - 1:00 pm IMA 95 South State Street 5th Floor Suite 1300 Salt Lake City, UT 84111 This October, join the AM&AA Utah Chapter for a Halloween-inspired event you won’t want to miss. Spooky Transactions: Tales from the Deal Side
- [Houston Chapter Event - The Tax Tail that Wags the Deal Dog](https://amaaonline.com/events/houston-chapter-young-professional-event-the-tax-tail-that-wags-the-deal-dog/) - The Tax Tail that Wags the Deal Dog Thursday, September 25th, 2025 7:30 - 9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 When it comes to M&A, it’s often said that the deal lives or dies in the details. More often than not, those details are tax-driven. Join us for a thought-provoking panel
- [Dallas-Fort Worth Chapter Event - Private Equity Originations Panel: Sourcing Buyout Opportunities According to Investment Thesis'](https://amaaonline.com/events/dallas-fort-worth-chapter-event-private-equity-originations-panel-sourcing-buyout-opportunities-according-to-investment-thesis/) - Private Equity Originations Panel: Sourcing Buyout Opportunities According to Investment Thesis' Wednesday, September 17th, 2025 7:30 - 9:00 am Park House 100 Highland Park Village 3 Dallas, TX 75205 The AM&AA DFW Chapter is bringing together an incredible group of voices for a lively breakfast conversation on how private equity professionals source buyout opportunities through the
- [LET'S GET VIRTUAL: AM&AA's Fall Virtual Deal Connect](https://amaaonline.com/events/amaa-fall-deal-connect/) - Join AM&AA’s Fall Virtual Deal Connect, where top-tier middle-market M&A professionals and investment bankers come together for a high-impact networking experience. Leverage our enhanced AI-powered matchmaking platform to access diverse transaction opportunities without the hassle of travel. Accelerate Your Success: Close deals 2X faster with precision-targeted connections Capture synergies 3X sooner to drive improved outcomes Get deals done anywhere, anytime—minimize
- [Pittsburgh Chapter Event - AI for ROI: Driving Growth and Exit Value](https://amaaonline.com/events/pittsburgh-chapter-event-ai-for-roi-driving-growth-and-exit-value/) - AI for ROI: Driving Growth and Exit Value Tuesday, September 23, 2025 4:30 - 7:00 PM Hotel Monaco (Sofia Ballroom) 620 William Penn Place Pittsburgh, PA 15219 Join the AM&AA Pittsburgh Chapter for a timely and practical look at how AI can drive measurable growth and sharpen exit readiness. We’ll hear from Patrick Patterson, CEO of Level
- [Houston Chapter Young Professional Event - Building a Practice for the Long-Term](https://amaaonline.com/events/houston-chapter-young-professional-event-building-a-practice-for-the-long-term/) - Building a Practice for the Long-Term Wednesday, September 17th, 2025 11:30 am - 1:00 pm UHY Conference Room 1177 West Loop South Houston, TX 77027 Join AM&AA’s Young Professionals initiative for a lunchtime discussion featuring three experienced professionals representing different corners of the dealmaking world. Simon Haidamous (Genesis Park), Michael Landers (UHY LLP), and Colleen Migl (Quadros, Migl & Crosby) each
- [Detroit Chapter - Paddles, Pars & Transactions: How Paddle & Par was Conceived](https://amaaonline.com/events/detroit-chapter-paddles-pars-transactions-how-paddle-par-was-conceived/) - Paddles, Pars & Transactions: How Paddle & Par was Conceived Tuesday, September 23rd, 2025 5:00 p.m. - 8:00 p.m. Paddle & Par 31535 Southfield Rd Beverly Hills, MI 48025 The Detroit Chapter of AM&AA invites you to an evening where pickleball rallies, golf swings, and dealmaking conversations collide. At Paddle & Par, you’ll connect with
- [Detroit Chapter - Bill McCalpin and the 2025 Summer Market Report](https://amaaonline.com/events/detroit-chapter-ma-market-updat/) - Bill McCalpin and the 2025 Summer Market Report Tuesday, September 9th, 2025 4:30 - 7:30 PM Doeren Mayhew Office 305 W Big Beaver Rd, STE 200 Troy, MI 48084 Join the AM&AA Detroit Chapter for an exclusive look at the 2025 Q3 Summer Market Report, based on insights from over 2,000 deals. We’ll explore how
- [DC.MD.VA Chapter Event - AM&AA September Social](https://amaaonline.com/events/dc-md-va-chapter-event-amaa-september-social/) - AM&AA September Social Wednesday, September 10th, 2025 5:30-7:30 PM Rooftop Terrace & Penthouse Lounge 2100 L Street, NW Washington, DC 20037 Registration is now open for the AM&AA DC/MD/VA September Social! If you’ve been looking for the perfect way to kick off the fall season, join us for a relaxed evening on the rooftop at
- [Austin Chapter Event - Austin Chapter Re-Launch](https://amaaonline.com/events/austin-chapter-event-austin-chapter-re-launch/) - Austin Chapter Re-Launch Tuesday, September 16, 2025 5:00 - 7:00 PM The Flower Shop 1300 E 7th St. Austin, TX 78702 The Austin M&A scene is back and ready for its next chapter! We’re bringing together dealmakers, advisors, investors, and professionals from across the city to reconnect, spark new ideas, and strengthen the relationships that
- [Philadelphia Chapter Event - Founder Series: Capital Perspectives](https://amaaonline.com/events/philadelphia-chapter-event-founder-series-capital-perspectives/) - Founder Series: Capital Perspectives Thursday, November 13th, 2025 4:00 pm - 7:00 pm The Radnor Hotel 591 E Lancaster Ave Saint Davids, PA 19087 What does the right capital partner actually look like, and how do you attract them?Join the AM&AA Philadelphia Chapter this fall for a fresh edition of our Founder Series: Capital Perspectives,
- [Virtual Chapter Event - Steering Your Clients Through the AI Shift: IP Risk Management in M&A and Private Equity](https://amaaonline.com/events/virtual-chapter-event-steering-your-clients-through-the-ai-shift-ip-risk-management-in-ma-and-private-equity/) - Steering Your Clients Through the AI Shift: IP Risk Management in M&A and Private Equity Thursday, August 21st, 2025 3pm EST / 2pm CST / 12pm PST Virtual Join us for an upcoming AM&AA Virtual Chapter presentation on “Steering Through the AI Revolution and Emerging IP Challenges”, where we’ll unpack how AI is reshaping the M&A
- [New England Chapter Event - Octoberfest with USA 500](https://amaaonline.com/events/new-england-chapter-event-octoberfest-with-usa-500/) - Octoberfest with USA 500 October 8, 2025 4:00 - 5:50 pm ET Sullivan & Worcester (Lew Segall, Esq.) One Post Office Square Boston, Massachusetts 02109 United States We’ve got an incredible event coming up, Octoberfest with USA 500, but it’s reserved just for AM&AA members. If you’ve been thinking about joining, now is the perfect
- [Houston Chapter Event - Tannins & Term Sheets](https://amaaonline.com/events/houston-chapter-event-tannins-term-sheets/) - Tannins & Term Sheets Wednesday, August 27th, 2025 6:00 - 7:30 PM Navy Blue 2445 Times Blvd Houston, TX 77005 The AM&AA Houston Chapter invites you to Tannins & Term Sheets, an exclusive evening designed to combine professional networking with an expert-led wine tasting experience! This event offers a unique opportunity to deepen relationships, expand your
- [AM&AA Ed|ge | 2025 Summer Market Report](https://amaaonline.com/events/amaa-edge-2025-summer-market-report/) - 2025 Summer Market Report Get an exclusive look at the latest insights from the 2025 Q3 Summer Market Report, featuring data from over 2,000 deals. This session will offer a comprehensive analysis of market trends, including impacts of tariffs/trade policy shifts/government spending cuts on deal volume, sale multiples, consideration structures, and the financial performance of target companies. We’ll also
- [Detroit Chapter - Mergers, Acquisitions & Home Runs](https://amaaonline.com/events/detroit-chapter-mergers-acquisitions-home-runs/) - Mergers, Acquisitions & Home Runs Thursday, September 18th, 2025 1:00 - 4:00 PM Comerica Park 2100 Woodward Ave Detroit, MI 48201 The AM&AA Detroit Chapter invites you to Mergers, Acquisitions & Home Runs, a unique networking event set against the backdrop of a Tigers playoff push! We’ve reserved great seats down the first base line at
- [Detroit Chapter - M&A on the Rocks](https://amaaonline.com/events/detroit-chapter-ma-on-the-rocks-2/) - M&A on the Rocks Wednesday, August 27th, 2025 4:00 - 6:00 PM Firebird Tavern - Troy 4845 Rochester Rd. Troy, MI 48085 The AM&AA Detroit Chapter is back with the next event in our mixer series, M&A on the Rocks, and we’d love to see you there! This is a great chance to connect with fellow professionals in
- [Southern California Chapter Event - Legal Issues in M&A](https://amaaonline.com/events/southern-california-chapter-event-legal-issues-in-ma/) - Evening social and learn, Legal issues in M&A Thursday, August 21st, 2025 5:30 - 8:00 pm
- [Southern Nevada Chapter Event -2025 Economic Update](https://amaaonline.com/events/southern-nevada-chapter-event-2025-economic-update/) - 2025 Economic Update Tuesday, August 12th, 2025 5:30 - 7:30 pm Upstairs Private Dining Room @ Sierra Gold 6515 S. Jones Blvd Las Vegas, NV 89118 Join us for the 2025 Economic Update, where we’ll dig into what’s really happening in the economy—nationally and right here in our region. Enjoy a great dinner, connect with peers,
- [DC.MD.VA Chapter Event - AM&AA July Social](https://amaaonline.com/events/dc-md-va-chapter-event-amaa-next-gen-july-social/) - AM&AA July Social Wednesday, July 16th, 2025 5:00-8:00 PM Fogo de Chão, Tysons, VA 1775 Tysons Boulevard Suite 50, Tysons, VA 22102 Meet us on the outdoor patio! Join the AM&AA DC/MD/VA Chapter for our July Social — a relaxed summer evening of networking, great conversations, and delicious bites. Whether you’re a longtime member or brand new to
- [NE Ohio Chapter Event - Navigating M&A During Uncertainty in 2025](https://amaaonline.com/events/ne-ohio-chapter-event-navigating-ma-during-uncertainty-in-2025/) - Navigating M&A During Uncertainty in 2025 Thursday, July 24th, 2025 4:30 - 7:30 p.m. Oswald Tower- 1893 Club (first floor) 950 Main Ave Suite 1800 Cleveland, OH 44113 You're invited to our upcoming chapter event with hors d'oeuvres and drinks catered by Lago followed by a panel of Northeast Ohio's Dealmakers and M&A advisors discussing
- [Utah Chapter Event -   Cooling Off with Curling](https://amaaonline.com/events/utah-chapter-event-cooling-off-with-curling/) - Cooling Off with Curling Wednesday, August 27th, 2025 11:30 am - 1:00 pm Utah Olympic Oval 5662 Cougar Lane Kearns, UT 84118 Join us for a cool break from the summer heat and an even cooler networking experience at the AM&AA Utah Chapter’s Cooling Off with Curling social event! We’re bringing together
- [Philadelphia Chapter Event - AM&AA Philadelphia 2nd Annual Member/Guest Golf Outing](https://amaaonline.com/events/philadelphia-chapter-event-amaa-philadelphia-2nd-annual-member-guest-golf-outing/) - M&AA Philadelphia 2nd Annual Member/Guest Golf Outing Monday, August 11th, 2025 9:30 am - 6:00 pm White Manor Country Club 831 Providence Rd Malvern, PA 19355 AM&AA Philadelphia is excited to welcome members and guests back for our Second Annual Golf Outing at the beautiful White Manor Country Club. You may become a member below or contact
- [Rocky Mountain Chapter Event - Summer Fly By](https://amaaonline.com/events/rocky-mountain-chapter-event-summer-fly-by/) - Summer Fly By Wednesday, July 16th, 2025 4:30 - 6:30 PM MST Public Offering Brewing Platt Park 1736 S Broadway Denver, CO 80210 Soar into summer with us at the Summer Fly-By Happy Hour. This casual and welcoming event is the perfect way to kick off the season with fellow professionals from across the dealmaking
- [Detroit Chapter - M&A on the Rocks](https://amaaonline.com/events/detroit-chapter-ma-on-the-rocks/) - M&A on the Rocks Wednesday, June 25th, 2025 5:00 - 7:00 PM Rooftop at Social 225 E Maple Rd Birmingham, MI 48009 Join us for a professional happy hour bringing together the dealmakers behind the deals. This event brings together CPAs, attorneys, bankers, consultants, and other advisors who help clients navigate the M&A lifecycle. From due
- [New England Chapter Event - Sip & Socialize](https://amaaonline.com/events/new-england-chapter-event-sip-socialize-2/) - Sip & Socialize Tuesday, June 24th, 2025 5:00 - 7:00 pm ET Stillwater 120 Kingston St Boston MA 02111 AM&AA New England is co-hosting an upcoming members-only networking reception with MassCPAs. We invite you to Sip & Socialize with fellow CPAs, lawyers, and financial professionals who can help take your career to the
- [New York City Chapter Event - Summer Deal Networking](https://amaaonline.com/events/new-york-city-chapter-event-summer-deal-networking/) - Summer Deal Networking Wednesday, June 25th, 2025 5:30-8:00 p.m. MetLife Building BDO Office- 2nd Floor Lobby 200 Park Ave, New York 10166 Network with fellow middle-market dealmakers in a lounge setting over drinks and bites. Bring your deals to kick-start the second half of the year. Mark your calendar, and we'll see you
- [New England Chapter Event - Deal Trends Roundtable Breakfast](https://amaaonline.com/events/new-england-chapter-event-deal-trends-roundtable-breakfast/) - Deal Trends Roundtable Breakfast Tuesday, July 29th, 2025 8:30 - 10:30 am ET Mirus Capital Advisors 200 Summit Drive, 4th Floor Burlington MA 01803 Join us for an exclusive breakfast for members to get together, talk about what they're seeing in the market, and hear from an industry expert. This event is
- [Midwest Chapter Event -  Two Events—2x the Possibilities: Golf Scramble & Happy Hour](https://amaaonline.com/events/midwest-chapter-event-two-events-2x-the-possibilities-golf-scramble-happy-hour/) - AM&AA Open Golf Scramble Monday, July 14, 2025 1:30 PM - 7:30 PM Wilmette Golf Club - North Shore 3900 Fairway Dr, Chicago, IL 60091 Members: $250 Non-Members: $300 Happy Hour at Flight Club Wednesday, July 16, 2025 5:00 PM - 7:00 PM Flight Club Chicago 111 Wacker Dr, Chicago, IL 60601 Members: $75 Non-Members: $150 Golf + Flight
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs-4/) - Virtual Connection Session (VCS) Thursday, June 19th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. Registration Members: Complimentary
- [Arizona Chapter Event - Spring Happy Hour](https://amaaonline.com/events/arizona-chapter-event-spring-happy-hour-2/) - Spring Happy Hour Thursday, June 5th, 2025 5:00 - 7:00 pm MST 100 Mile Brewing 690 N Scottsdale Rd, Tempe, AZ 85288 Kick off summer with a few refreshments and good conversation! Please join us for our end-of-season happy hour! Mark your calendars and secure your spot now so you don't miss out!
- [Long Island Chapter Event - Summer Cocktails at Del Vino Vineyards](https://amaaonline.com/events/long-island-chapter-event-summer-cocktails-at-del-vino-vineyards/) - Summer Cocktails at Del Vino Vineyards Thursday, June 26th, 2025 6:00 - 8:30 pm Del Vino Vineyards Upper Room 29 Norwood Rd, Northport, NY 11768 Back by popular demand for its third year, our signature Summer Social returns to the beautiful grounds of Del Vino Vineyards in Northport. Join us for an evening of fine
- [DC.MD.VA Chapter Event - AM&AA Next Gen June Social](https://amaaonline.com/events/dc-md-va-chapter-event-amaa-next-gen-june-social/) - AM&AA Next Gen June Social Wednesday, June 4th, 2025 6:00 - 8:00 PM Down the Line Sports Center 10390 Willard Way Fairfax, VA 22030 Lace up your court shoes to enjoy an evening of thrilling Pickleball competition for the AM&AA Next Gen June Social. All skill levels are welcome! A certified pro will host a
- [DC.MD.VA Chapter Event - Positioned to Grow and Exit: Branding & Marketing in a Shifting Market](https://amaaonline.com/events/dc-md-va-chapter-event-positioned-to-grow-and-exit-branding-marketing-in-a-shifting-market/) - Positioned to Grow and Exit: Branding & Marketing in a Shifting Market Tuesday, June 10th, 2025 4:00 - 7:00 PM Presented by Grafik Hosted at Greenberg Traurig, LLP 1750 Tysons Boulevard, Suite 1000 McLean, VA 22102 In today’s unpredictable market, differentiation is more important than ever. Whether you’re navigating mergers and acquisitions, competing for government
- [Houston Chapter Event - The Art of the Deal](https://amaaonline.com/events/houston-chapter-event-the-art-of-the-deal/) - AM&AA Houston Chapter Young Professionals Event The Art of the Deal Wednesday, June 11th, 2025 11:30 am - 1:00 pm Featuring Speakers: Jessica Seff- Statesman Corporate Finance Travis Johnson - BoyarMiller UHY Conference Room 1177 West Loop South Houston, TX 77027 Join the AM&AA Houston Chapter Young Professionals for The Art of the Deal: a behind-the-scenes look
- [AM&AA Ed|ge | Tax Tactics for M&A: Net Debt and Net Working Capital Analysis](https://amaaonline.com/events/amaa-edge-tax-tactics-for-ma-net-debt-and-net-working-capital-analysis/) - AM&AA Ed|ge: Net Debt and Net Working Capital Analysis Net Debt and Net Working Capital (NWC) are two of the most negotiated and misunderstood components of M&A transactions. When not clearly defined and analyzed, these metrics can lead to major disagreements, unexpected adjustments to purchase price, and misaligned expectations between buyers and sellers. This session
- [Dallas-Fort Worth Chapter Event - Optimizing Working Capital Amidst Tariff-Related & Macro Headwinds](https://amaaonline.com/events/dallas-fort-worth-chapter-event-optimizing-working-capital-amidst-tariff-related-macro-headwinds/) - Optimizing Working Capital Amidst Tariff-Related & Macro Headwinds Wednesday, May 21st, 2025 7:30 - 9:00 am Park House 100 Highland Park Village 3 Dallas, TX 75205 You're invited to our upcoming chapter event! Our panelists will share tips and stories detailing how business leaders in our community are calculating, managing, and adjusting to ongoing
- [Houston Chapter Event -  Build Your Network. Build Your Business.](https://amaaonline.com/events/houston-chapter-event-build-your-network-build-your-business-2/) - Don't Miss this Opportunity to Build Your Network. Build Your Business. Thursday, June 19th, 2025 7:30 - 9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 Don't miss this opportunity...June 19th, at The Briar Club for a Member’s Only Networking Breakfast. Each member will introduce themselves at the beginning of the meeting.
- [New England Chapter Event - M&A Spring Break in Newburyport](https://amaaonline.com/events/new-england-chapter-event-ma-spring-break-in-newburyport/) - M&A Spring Break in Newburyport Thursday, May 29th, 2025 4:00 - 8:00 pm ET Tuscan Sea Grille in Newburyport 38R Merrimac St Newburyport, MA 01950 Join us for our Spring Social at the Tuscan Sea Grille in Newburyport - spring networking night on the North Shore at a beautiful waterfront venue! This
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs-3/) - Virtual Connection Session (VCS) Wednesday, May 14th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. To avoid confusion, note that the May VCS
- [Utah Chapter Event -  Behind the Brew: What It’s Really Like Working with Private Equity](https://amaaonline.com/events/utah-chapter-event-behind-the-brew-what-its-really-like-working-with-private-equity/) - Behind the Brew: What It’s Really Like Working with Private Equity Thursday, May 29th, 2025 11:30 am - 1:00 pm Tanner LLC 36 South State Street, 5th Floor Salt Lake City, UT 84111 Join the AM&AA Utah Chapter for our upcoming event! Ever wondered what actually changes when a private equity deal closes?
- [Rocky Mountain Chapter Event - The Future of M&A: AI-Driven Strategies for the M&A Advisor](https://amaaonline.com/events/rocky-mountain-chapter-event-artificial-intelligence-in-ma/) - The Future of M&A: AI-Driven Strategies for the M&A Advisor Thursday, May 15th, 2025 4:30 - 7:30 pm MST IMA Financial 1705 17th Street #100 Denver, CO 80202 Join us for an interactive workshop followed by a keynote presentation by Dr. Sean Saunders of Quantum Performance Partners, a consulting firm specializing in technology-driven M&A and
- [Detroit Chapter - M&A in Motion: Trends Shaping the M&A Markets](https://amaaonline.com/events/detroit-chapter-may-event/) - M&A in Motion: Trends Shaping the M&A Markets Tuesday, May 13th, 2025 4:30 - 6:30 PM The San Marino Club 1685 E. Big Beaver Troy, MI 48083 Join us for our next chapter event! In an evolving M&A landscape, with what feels like continuous stops and starts, many buyers, fewer high-quality targets, and likely
- [Houston Chapter Event - Deal Connect](https://amaaonline.com/events/houston-chapter-event-deal-connect/) - Deal Connect Wednesday, May 21st, 2025 7:30 - 9:15 AM The Briar Club 2603 Timmons Ln Houston, TX 77027 Join us for Deal Connect, an interactive session designed to showcase current market activity and foster new connections across the M&A ecosystem. Several leading investment banking firms (414 Capital, DGP Capital, Gulfstar and more!) will share
- [Houston Chapter Event - Spring Networking Social](https://amaaonline.com/events/houston-chapter-event-spring-networking-social/) - Spring Networking Social Monday, May 19th, 2025 5:30 - 7:00 PM Loro 5333 Kirby Dr Houston, TX 77005 Kick off the week with great conversations and new connections at the AM&AA Spring Networking Social. Join fellow M&A professionals at Loro, known for its vibrant atmosphere and delicious Asian smokehouse fare, for an evening of
- [Atlanta Chapter Event - Middle Market M&A Insights - Latest AM&AA Market Report](https://amaaonline.com/events/atlanta-chapter-event-middle-market-ma-insights-latest-amaa-market-report/) - Join Our Chapter for an Evening of Networking and the Latest Middle Market M&A Market Insights Tuesday, May 20th, 2025 6:00 - 8:00 pm EDT Bennett Thrasher 3300 Riverwood Parkway #700 Atlanta, GA 30339 Come connect with fellow professionals and gain valuable insights from the latest AM&AA Market Report, presented by Bill McCalpin! Comprehensive analysis
- [Pittsburgh Chapter Event - M&A Outlook & Deal Data](https://amaaonline.com/events/pittsburgh-chapter-event-ma-outlook-deal-data/) - M&A Outlook & Deal Data Featuring Bill McCalpin, CEO & Founder, Capitalize Network Thursday, May 22nd, 2025 4:30 - 7:00 PM Duquesne Club Ballroom 325 Sixth Ave Pittsburgh, PA 15222 Join us as we launch our AM&AA Pittsburgh chapter with a deep dive into the latest M&A deal data and what it means for 2025!
- [AM&AA Ed|ge | Sales Tax Challenges in M&A - Compliance & Cleanup](https://amaaonline.com/events/amaa-edge-sales-tax-challenges-in-ma-compliance-cleanup/) - Sales Tax Challenges in M&A - Compliance & Cleanup Unexpected sales tax liabilities can derail deals, create financial risks, and add post-close headaches. This AM&AA Ed|ge session will help M&A professionals navigate the complexities of sales tax in transactions—before and after closing. Join Brian Greer and Jeff Meigs of TaxConnex as they break down sales
- [AM&AA Ed|ge | Tax Tactics for M&A: Unlocking Hidden Value in Every Deal](https://amaaonline.com/events/amaa-edge-tax-tactics-for-ma-unlocking-hidden-value-in-every-deal/) - Tax Tactics for M&A: Unlocking Hidden Value in Every Deal Tax planning plays a critical role in M&A transactions, influencing deal structure, value, and post-sale outcomes. Without proper planning, unexpected tax liabilities can erode value, complicate negotiations, and create financial inefficiencies. This session will explore key tax strategies that help minimize liabilities and maximize after-tax
- [Women of AM&AA Virtual Networking Event](https://amaaonline.com/events/women-of-amaa-virtual-networking-event-2/) - Women of AM&AA Virtual Networking Event Join us for a free, members-only virtual networking event designed to bring together women professionals in the Mergers & Acquisitions industry. This is your opportunity to connect with peers across private equity, M&A advisory, law, accounting, consulting, and more—all in a collaborative and engaging setting. Why Attend? Expand your
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs-2/) - Virtual Connection Session (VCS) Thursday, April 17th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. VCS events are held on the 3rd
- [Virtual Chapter Event - The New Advisory Playbook: A Path to a Frictionless Transaction](https://amaaonline.com/events/virtual-chapter-event-the-new-advisory-playbook-a-path-to-a-frictionless-transaction/) - The New Advisory Playbook: A Path to a Frictionless Transaction Wednesday, April 30th, 2025 3PM ET / 2PM CT / 12PM PT Virtual Join us for the next Virtual Chapter Event! We'll be discussing how to single-handedly outpace the competition, double down on diligence, and triple acceleration timelines through digitalization. Maximize value from your diligence spend
- [Southern California Chapter Event - Choose Your Capital Gains Tax Rate: 37% or 0%?](https://amaaonline.com/events/southern-california-chapter-event-breakfast-and-learn/) - Breakfast and Learn, How to optimize your business for sale Choose Your Capital Gains Tax Rate: 37% or 0%? Thursday, May 8th, 2025 7:30 - 9:30 am BMO 13300 Crossroads Pkwy. N. City of Industry, CA 91746 Come network with your local M&A community and enjoy breakfast followed by a great presentation. This presentation will
- [Midwest Chapter Event -  M&A Market Update](https://amaaonline.com/events/midwest-chapter-event-ma-market-update-2/) - M&A Market Update Tuesday, April 29th, 2025 5:00 - 8:00 p.m. CT ZO Clubhouse at CME Center 10 South Wacker Drive, 10th Floor Chicago, Illinois 60606 Join us for an engaging discussion on the current state of the M&A market post-election. Advisors in lending, investment banking, accounting, law, and private equity sponsors will discuss transaction
- [Southern Nevada Chapter Event -Navigating Earn-Outs in M&A:  Balancing Opportunities and Risks](https://amaaonline.com/events/southern-nevada-chapter-event-navigating-earn-outs-in-ma-balancing-opportunities-and-risks/) - Navigating Earn-Outs in M&A: Balancing Opportunities and Risks Tuesday, May 13th, 2025 5:30 - 7:30 pm Upstairs Private Dining Room @ Sierra Gold 6515 S. Jones Blvd Las Vegas, NV 89118 Please join us for Discussion & Dinner. Open to Advisors & Owners. In this discussion, we will delve into the intricacies of earn-outs
- [Detroit Chapter - Spring Clay Shooting with AM&AA](https://amaaonline.com/events/detroit-chapter-spring-clay-shooting-with-amaa/) - Spring Clay Shooting with AM&AA Friday, April 25th, 2025 10:30 am - 3:00 pm Hunters Creek Club 675 E Sutton Rd Metamora MI 48455 We will be shooting Clays on the executive course at Hunters Creek Club in Metamora. Registration at 10:30 and safety talk at 10:50. We will head to the course at 11:00
- [Philadelphia Chapter Event - AM&AA and XPX Spring Social](https://amaaonline.com/events/philadelphia-chapter-event-amaa-and-xpx-spring-social/) - AM&AA and XPX Spring Social Wednesday, April 23rd, 2025 5:00 pm - 8:00 pm Victory Brewing Company 1776 Benjamin Franklin Pkwy Philadelphia, PA 19103 You're invited to our next chapter event! Please join AM&AA Philadelphia and XPX Philadelphia for our 2025 Spring Social on Victory Brewing's Cloud Walker Patio for an evening of networking
- [Houston Chapter Event - Cybersecurity in M&A: Identifying Hidden Risks and Protecting Deal Value](https://amaaonline.com/events/houston-chapter-event-cybersecurity-in-ma-identifying-hidden-risks-and-protecting-deal-value/) - Cybersecurity in M&A: Identifying Hidden Risks and Protecting Deal Value Thursday, April 17th, 2025 7:30 - 9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 Cyber threats are an increasing concern in M&A, with undiscovered vulnerabilities posing financial, legal, and reputational risks that can derail a transaction. This discussion will explore the critical
- [Dallas-Fort Worth Chapter Event - AM&AA 2025-Q1 M&A Market Report](https://amaaonline.com/events/dallas-fort-worth-chapter-event-amaa-2025-q1-ma-market-report/) - AM&AA 2025-Q1 M&A Market Report brought to you by Capitalize Network and presented in-person by Robert Rough: Wednesday, April 16th, 2025 7:30 - 9:00 am Park House 100 Highland Park Village 3 Dallas, TX 75205 You're invited to our upcoming chapter event! Robert Rough will share critical insights on behalf of Bill McCalpin and
- [NE Ohio Chapter Event - Tax Pitfalls in M&A Transactions](https://amaaonline.com/events/ne-ohio-chapter-event-tax-pitfalls-in-ma-transactions/) - Tax Pitfalls in M&A Transactions Tuesday, April 15th, 2025 4:30 - 7:30 p.m. McDonald Hopkins 600 Superior Ave, East Suite 2100 Cleveland, OH 44114 You're invited to our upcoming chapter event! Adam Grais and Christal Contini will cover the following topics: The tax allocation schedule in asset transactions Sales and use tax liabilities Employer
- [Let's Get Virtual - AM&AA Spring Deal Connect](https://amaaonline.com/events/amaa-spring-deal-connect/) - Let's Get Virtual - AM&AA Spring Deal Connect
- [AM&AA Ed|ge | Targeting and Negotiating Working Capital](https://amaaonline.com/events/amaa-edge-targeting-and-negotiating-working-capital/) - Targeting and Negotiating Working Capital Working capital is a critical part of M&A transactions, yet it’s one of the most challenging aspects to get right. Missteps can lead to disputes, delayed closings, and unexpected financial impacts post-transaction. This AM&AA Ed|ge session will focus on how to define, calculate, and negotiate working capital effectively to avoid
- [New York City Chapter Event - Innovating M&A: AI-driven strategies to help buyers and sellers succeed in the new world](https://amaaonline.com/events/new-york-city-chapter-event-innovating-ma-ai-driven-strategies-to-help-buyers-and-sellers-succeed-in-the-new-world/) - Innovating M&A: AI-driven strategies to help buyers and sellers succeed in the new world Wednesday, April 2nd, 2025 5:30-8:00 p.m. Ice Miller LLP 1500 Broadway Suite 2900 New York, NY 10036 Join an exciting panel discussion on practical uses of AI technologies to close more M&A transactions. Be part of the engaging conversations
- [Arizona Chapter Event - A Business Owner's Perspective - The Path To An Exit](https://amaaonline.com/events/arizona-chapter-event-a-business-owners-perspective-the-path-to-an-exit/) - A Business Owner's Perspective - The Path To An Exit Tuesday, April 1st, 2025 7:30 - 9:30 am MST Arizona Country Club 5668 E Orange Blossom Ln Phoenix, AZ 85018 Please join us for a roundtable discussion with entrepreneurs who have successfully completed the sale of their business. We will discuss how they navigated the
- [Houston Chapter Young Professional Event - Avoid "Pour" Decisions Networking](https://amaaonline.com/events/houston-chapter-young-professional-event-avoid-pour-decisions-networking/) - Avoid "Pour" Decisions Networking Wednesday, March 26th, 2025 5:00 - 7:00 pm Perseid Houston - at Hotel Saint Augustine 4110 Loretto Dr Houston, TX 77006 Join us for our inaugural networking event, a wine tasting at Perseid Houston. This exclusive evening brings together rising professionals in M&A, private equity, and finance for a relaxed night
- [New England Chapter Event - Deal Trends Roundtable Lunch](https://amaaonline.com/events/new-england-chapter-event-deal-trends-roundtable-lunch/) - Deal Trends Roundtable Lunch Thursday, April 10th, 2025 11:30 am - 1:00 pm ET Polsinelli 1 International Place, Suite 3900 Boston MA You're invited to our upcoming members-only chapter event! Join us for an exclusive lunch for members to get together, talk about what they're seeing in the market, and hear from an industry
- [South Florida Chapter Event – Dealmaking Social](https://amaaonline.com/events/south-florida-chapter-event-dealmaking-social/) - Dealmaking Social Monday, March 31, 2025 5:30 pm – 8:00 pm 450 Gradi 130 Miracle Mile Coral Gables, Florida 33134 We’re excited to invite you to our upcoming Dealmaking Social, where investment bankers, capital providers, attorneys, accountants/consultants, and others come together to network, share insights, and explore potential opportunities. You won’t want to miss
- [Detroit Chapter - Commercial Real Estate and its role in M&A](https://amaaonline.com/events/detroit-chapter-commercial-real-estate-and-its-role-in-ma/) - Commercial Real Estate and its role in M&A Thursday, March 13th, 2025 4:30 pm - 6:30 pm Doeren Mayhew 305 W Big Beaver Rd STE 200 Troy MI 48085 Join us for our next chapter event! Explore how commercial real estate is shaping M&A transactions and the evolving market amid return-to-office policies. You won't
- [Southern California Chapter Event - Tax Strategies in M&A](https://amaaonline.com/events/southern-california-chapter-event-tax-strategies-in-ma/) - Tax Strategies in M&A Thursday, November 20th, 2025
- [Detroit Chapter - The State of Manufacturing and Automotive Markets](https://amaaonline.com/events/detroit-chapter-the-state-of-manufacturing-and-automotive-markets/) - The State of Manufacturing and Automotive Markets Thursday, April 3rd, 2025 7:00 - 9:00 am The Somerset Inn 2601 W Big Beaver Rd Troy MI 48084 Join the Detroit Chapter for our breakfast event. This event will have an enlightening panel discussion about the current automotive and manufacturing markets and what to expect going
- [Dallas-Fort Worth Chapter Event - Spring Happy Hour](https://amaaonline.com/events/dallas-fort-worth-chapter-event-spring-happy-hour/) - AM&AA DFW Spring Happy Hour Wednesday, March 5th, 2025 5:00 - 7:00 pm The Henry 2301 N Akard St Suite 250 Dallas, TX 75201 You're invited to our upcoming chapter event! Join us for our AM&AA DFW Spring Happy Hour networking event with cocktails and light bites. Don't miss this one! AM&AA Members: Complimentary | Non-members: $65
- [Virtual Chapter Event - Virtual Connection Session (VCS)](https://amaaonline.com/events/virtual-chapter-event-virtual-connection-session-vcs/) - Virtual Connection Session (VCS) Thursday, March 20th, 2025 3pm EST / 2pm CST / 12pm PST Virtual The AM&AA Virtual Chapter's monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. VCS events are held on the 3rd
- [Utah Chapter Event - 2025 Post-Election Economic Update](https://amaaonline.com/events/utah-chapter-event-2025-post-election-economic-update/) - 2025 Post-Election Economic Update Thursday, March 20th, 2025 11:30 am - 1:00 pm Tanner LLC 36 South State Street, 5th Floor Salt Lake City, UT 84111 Join the AM&AA Utah Chapter for our upcoming event! Get prepared for what's ahead with an economic update and Q&A led by UMB Bank Chief Economist, Eric Kelley.
- [Philadelphia Chapter Event - 2025 M&A Outlook](https://amaaonline.com/events/philadelphia-chapter-event-2025-ma-outlook/) - 2025 M&A Outlook Wednesday, March 19th, 2025 4:00 pm - 7:00 pm Fitler Club 24 S. 24th St. Philadelphia, PA 19103 You're invited to our next chapter event! Join us for an evening of networking with the AM&AA Philadelphia Chapter and hear from our Investment Banking panel on their outlook for M&A activity in
- [Long Island Chapter Event - 2025 Economic and Market Update](https://amaaonline.com/events/long-island-chapter-event-2025-economic-and-market-update/) - E 2025 Economic and Market Update Thursday, February 27th, 2025 9:30 -11:30 am The Mansion at Oyster Bay 1 S Woods Rd Woodbury, NY 11797 You're invited to our chapter event! Please plan on joining us for a morning filled with networking opportunities, dealmaking prospects, and an insightful presentation aimed at helping you unravel
- [DC.MD.VA Chapter Event - Post-Election Tax Changes Discussion: Impact on M&A Deals](https://amaaonline.com/events/dc-md-va-chapter-event-post-election-tax-changes-discussion-impact-on-ma-deals/) - Post-Election Tax Changes Discussion: Impact on M&A Deals Wednesday, March 26th, 2025 4:00 - 7:00 PM Tower Club 8000 Towers Crescent Dr Suite 1700 Vienna, VA 22182 Join us for an exclusive event to explore and discuss the latest tax proposals and possibilities under the Trump Administration and their impact on M&A transactions. Our panel
- [Houston Chapter Event - M&A Deal Data](https://amaaonline.com/events/houston-chapter-event-ma-deal-data/) - M&A Deal Data Thursday, March 20th, 2025 7:30 - 9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 join the AM&AA Houston Chapter for a data-filled morning as we explore the latest deal information shaping the M&A market. This session will provide a comprehensive analysis of current deal activity and emerging trends that
- [Detroit Chapter - M&A Rehydrated: Breaking the Dry Spell](https://amaaonline.com/events/detroit-chapter-ma-rehydrated-breaking-the-dry-spell/) - M&A Rehydrated: Breaking the Dry Spell Tuesday, February 11th, 2025 4:30 pm - 6:30 pm The Dow 139 W Maple Rd. Birmingham, MI 48009 After a dry 2024 from an M&A perspective, and many coming off of "Dry January," we want to bring the community together for a "Wet February." The goal is to break
- [Atlanta Chapter Event - March Madness Kick-Off Happy Hour](https://amaaonline.com/events/atlanta-chapter-event-march-madness-kick-off-happy-hour/) - March Madness Kick-Off Happy Hour Tuesday, March 18th, 2025 5:30 - 7:30 pm Dr. Scofflaw Brewing 214 Chattahoochee Row NW Atlanta, GA 30318 AM&AA celebrates the launch of the Atlanta Chapter with a March Madness Kick-Off Happy Hour! Drinks (maximum of 3) and Fox Bros, outstanding catering, will be provided. Attendees have the option of
- [NE Ohio Chapter Event - Insight2Profit Presents - Unlocking Margin in Due Diligence](https://amaaonline.com/events/ne-ohio-chapter-event-insight2profit-presents-unlocking-margin-in-due-diligence/) - Insight2Profit Presents - Unlocking Margin in Due Diligence Wednesday, February 26th, 2025 4:30 - 7:00 p.m. McCarthy, Lebit, Crystal & Liffman Co., LPA 1111 Superior Avenue East., 4th Floor Conference Center Cleveland, OH 44114 You're invited to our upcoming chapter event! Insight2Profit's Brian Clayson will present on ways to identify and unlock margin opportunities
- [Rocky Mountain Chapter Event - RMC Fly By Happy Hour – St. Patrick’s Day Celebration](https://amaaonline.com/events/rocky-mountain-chapter-event-rmc-fly-by-happy-hour-st-patricks-day-celebration/) - RMC Fly By Happy Hour – St. Patrick’s Day Celebration Wednesday, March 12th, 2025 4:30 - 6:30 pm MST Denver Beer Company 1695 Platte Street Denver, CO 80202 Get in the spirit of St. Patrick's by joining the Rocky Mountain chapter for a fly-by happy hour! Whether you're a business owner, in private equity, investment
- [Dallas-Fort Worth Chapter Event - Updates in Tax & Regulation](https://amaaonline.com/events/dallas-fort-worth-chapter-event-updates-in-tax-regulation/) - Updates in Tax & Regulation Wednesday, February 5th, 2025 7:30 - 9:00 am Park House 100 Highland Park Village Level 3 Dallas, TX 75205 You're invited to our upcoming chapter event! Join us for an enlightening panel discussion about tax and regulation updates. Don't miss this one! AM&AA Members: Complimentary | Non-members: $65
- [New England Chapter Event - AM&AA and XPX Joint Social](https://amaaonline.com/events/new-england-chapter-event-amaa-and-xpx-joint-social/) - AM&AA and XPX Joint Social Tuesday, February 25th, 2025 4:00 - 7:00 p.m. ET Jack's Abby 100 Clinton Street Framingham, Massachusetts 01702 You're invited to our upcoming chapter event! Join colleagues from both AM&AA and XPX for an evening of networking at Jack's Abby! Appetizers and beer will be served. Registration Members: $55 |
- [Southern California Chapter Event - Easily Overlooked Issues in M&A Valuations](https://amaaonline.com/events/southern-california-chapter-event-easily-overlooked-issues-in-ma-valuations/) - Easily Overlooked Issues in M&A Valuations Thursday, February 20th, 2025 11:30 am - 1:00 pm Citizen Business Bank 701 N Haven Avenue Ontario, CA 91764 We are having the first meeting of 2025! Join your M&A community for a great lunch and networking and get updates about the Easily Overlooked Issues in M&A Valuations. It
- [Arizona Chapter Event - 2025 Phoenix Economic Update](https://amaaonline.com/events/arizona-chapter-event-2025-phoenix-economic-update/) - 2025 Phoenix Economic Update Tuesday, February 4th, 2025 7:30 - 9:30 am MST Arizona Country Club 5668 E Orange Blossom Ln Phoenix, Az 85018 2025 is here! Come join us for a conversation with Brad Smidt of the Greater Phoenix Economic Council on the outlook for Phoenix in 2025 and beyond. Mark your calendars
- [Southern Nevada Chapter Event - M&A guidelines recommend more SALT                        to avoid high blood pressure!](https://amaaonline.com/events/southern-nevada-chapter-event-ma-guidelines-recommend-more-salt-to-avoid-high-blood-pressure/) - M&A guidelines recommend more SALT to avoid high blood pressure! Tuesday, February 11th, 2025 5:30 - 7:30 pm Upstairs Private Dining Room @ Sierra Gold 6515 S. Jones Blvd Las Vegas, NV 89118 You're invited to our next chapter event! Please join us for an evening of discussion and dinner regarding the relevance of
- [Utah Chapter Event - Alternative Transactions: Leveraging Private Credit as a Solution to Traditional Capital Structures](https://amaaonline.com/events/utah-chapter-event-alternative-transactions-leveraging-private-credit-as-a-solution-to-traditional-capital-structures/) - Alternative Transactions: Leveraging Private Credit as a Solution to Traditional Capital Structures Thursday, January 30th, 2025 11:30 am - 1:00 pm Tanner LLC 36 South State Street (Suite 5) Salt Lake City, UT 84111 Join the AM&AA Utah Chapter for our upcoming event! As the M&A market navigates its recovery, many companies are exploring
- [Houston Chapter Event - The Role of Valuation in M&A](https://amaaonline.com/events/houston-chapter-event-the-role-of-valuation-in-ma/) - The Role of Valuation in M&A Wednesday, February 19th, 2025 7:30 - 9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 Join us for an insightful discussion on the role of valuation in mergers, acquisitions, and exit planning. This session will dive into the various methodologies of business valuation, when and why they
- [Houston Chapter Event - M&A Networking](https://amaaonline.com/events/houston-chapter-event-ma-networking/) - M&A Networking Monday, February 17th, 2025 4:30 - 6:30 pm Ragin Cajun 4302 Richmond Ave. Houston, TX 77027 Kick off the week by making valuable connections at Ragin Cajun with the AM&AA Houston Chapter. This casual networking event is the perfect opportunity to meet fellow professionals ahead of Wednesday's breakfast meeting.
- [New England Chapter Event - Sip + Socialize Co-Hosted Event with Mass CPA Society](https://amaaonline.com/events/new-england-chapter-event-sip-socialize-co-hosted-event-with-mass-cpa-society/) - Sip + Socialize Co-Hosted Event with Mass CPA Society Tuesday, January 14th, 2025 4:00 - 7:00 p.m. ET Stillwater 120 Kingston Street Boston MA 02111 Join us for an evening networking event for CPAs, Lawyers & Financial Professionals. This event is limited to members of one of the 8 co-hosting organizations. Sip &
- [DC.MD.VA Chapter Event - GenAI in M&A: Transforming Deal Execution and Value Creation (Executive Chat)](https://amaaonline.com/events/dc-md-va-chapter-event-genai-in-ma-transforming-deal-execution-and-value-creation-executive-chat/) - GenAI in M&A: Transforming Deal Execution and Value Creation (Executive Chat) Thursday, February 13th, 2024 4:00 - 7:00 PM Fluet 1751 Pinnacle Drive Tysons, VA 22102 Join us for an exclusive chat with France Hoang as he shares his insights on how Generative AI is transforming the M&A process. This intimate conversation will explore how
- [Rocky Mountain Chapter Event - 2025 M&A Market Outlook: Insights for the Year Ahead](https://amaaonline.com/events/rocky-mountain-chapter-event-2025-ma-market-outlook-insights-for-the-year-ahead/) - 2025 M&A Market Outlook: Insights for the Year Ahead Tuesday, January 28th, 2025 7:30 - 9:00 am MST RubinBrown 1900 16th Street Mall, Suite 1700 Denver, CO 80202 Kick off the year with AM&AA Rocky Mountain Chapter, the Denver Chapter of the Exit Planning Institute, and WoMAN as we explore the 2024 M&A landscape and
- [Detroit Chapter - Pop-Up Holiday Happy Hour Toy Drive](https://amaaonline.com/events/detroit-chapter-pop-up-holiday-happy-hour-toy-drive/) - Pop-Up Holiday Happy Hour Toy Drive Wednesday, December 18th, 2024 4:30 pm - 6:30 pm YardHouse Restaurant 950 W Big Beaver Rd Troy, MI 48084 Join us for a festive happy hour where you can enjoy complimentary drinks and delicious appetizers. This event is open to both members and guests who bring a new,
- [New England Chapter Event - AM&AA Women's Luncheon](https://amaaonline.com/events/new-england-chapter-event-amaa-womens-luncheon/) - AM&AA Women's Luncheon Friday, January 31st, 2025 12:00 - 2:00 p.m. ET Tuscan Kitchen Burlington 2400 District Avenue Burlington MA Join us for our upcoming chapter event! The second annual AM&AA women's luncheon is an opportunity for women in the M&A community to make new connections and catch up with old friends over a
- [DC.MD.VA Chapter Event - Sip and Skewers](https://amaaonline.com/events/dc-md-va-chapter-event-sip-and-skewers/) - Sip and Skewers Wednesday, January 15th, 2024 5:30 - 8:30 PM Vienna Vintner 320 Maple Ave E Vienna, VA 22180 Join the AM&AA DC/MD/VA Chapter for wine tasting and delicious Mediterranean fare at Vienna Vintner! Vienna Vintner’s Stonehouse is a unique space located in Vienna, VA, very convenient to Tyson’s Corner. This event is free
- [Houston Chapter Event - A Look Into the Crystal Ball: A Energy Industry Update](https://amaaonline.com/events/houston-chapter-event-a-look-into-the-crystal-ball-a-energy-industry-update/) - A Look Into the Crystal Ball: A Energy Industry Update Thursday, January 16th, 2025 7:30 - 9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 Join the AM&AA Houston Chapter as we kick off the year with an insightful presentation by Pickering Energy Partners on the latest trends and developments shaping the energy
- [Arizona Chapter Event - Holiday Social](https://amaaonline.com/events/arizona-chapter-event-holiday-social-2/) - Holiday Social Wednesday, December 11th, 2024 5:00 - 7:30 pm MST Olive and Ivy 7135 E Camelback Rd Scottsdale, Az 85251 You're invited to our upcoming holiday social! Celebrate the holiday season and usher in the new year with your local M&A community. Plus, enjoy delicious food and drinks. Mark your calendars and secure
- [Midwest Chapter Event -  Holiday Party and Networking](https://amaaonline.com/events/midwest-chapter-event-holiday-party-and-networking/) - Holiday Party and Networking Tuesday, January 14, 2025 5:00 - 8:00 p.m. CT Andros Taverna 2542 N. Milwaukee Ave Chicago, Illinois 60647 We'd love to have you join us for cocktails and heavy hor d’oeuvres at our annual AMAA Midwest Chapter holiday party to celebrate the new year and for networking opportunities. Mark your
- [NE Ohio Chapter Event - Holiday Social](https://amaaonline.com/events/ne-ohio-chapter-event-holiday-social/) - Holiday Social Wednesday, December 18th, 2024 5:00 - 8:00 p.m. Market Garden Brewery 1947 West 25th Street Cleveland, OH. 44113 Join us at the AM&AA NE Ohio Chapter Holiday Social as we celebrate the season. This is an evening you won't want to miss! Mark your calendars and secure your spot for this event. Registration
- [New York City Chapter Event - Holiday Networking and 2025 Deal Outlook](https://amaaonline.com/events/new-york-city-chapter-event-holiday-networking-and-2025-deal-outlook/) - Holiday Networking and 2025 Deal Outlook Tuesday, December 10th, 2024 5:30-8:30 p.m. ET Ice Miller LLP 1500 Broadway Suite 2900 New York, NY 10036 Come join the AM&AA NYC chapter for an evening of Holiday vibes and an outlook for middle-market deals in 2025! Network with other dealmakers as you exchange ideas and opportunities
- [South Florida Chapter Event – New Year Cocktail & Dinner](https://amaaonline.com/events/south-florida-chapter-event-holiday-social-2/) - New Year Cocktail and Dinner Monday, January 13th, 2025 5:30 pm – 8:30 pm Fogo de Chao 201 E. Las Olas Boulevard Fort Lauderdale, FL 33301 Join us for dinner and drinks at Fogo de Chao on Las Olas Boulevard (Fort Lauderdale) to kick off the New Year and the South Florida Chapter’s first event
- [Rocky Mountain Chapter Event - All-In or Fold? Outlook for a High-Stakes Economy](https://amaaonline.com/events/rocky-mountain-chapter-event-all-in-or-fold-outlook-for-a-high-stakes-economy/) - All-In or Fold? Outlook for a High-Stakes Economy Tuesday, December 3rd, 2024 5:00–8:00 PM MST IMA Office 1705 17th St #100 Denver, CO 80202 Join us for an exclusive economic forecast event featuring expert insights, light apps, and drinks as we navigate the risks and rewards on the horizon. Mark your calendar, and we'll see
- [Southern Nevada Chapter Event - Member Only Holiday Dinner](https://amaaonline.com/events/southern-nevada-chapter-event-member-only-holiday-dinner/) - Join us for an upcoming Southern Nevada Chapter event Member Only Holiday Dinner Tuesday, December 10th, 2024 6:00 - 9:00 pm Fleming's Prime Steakhouse - Town Square 6515 S. Las Vegas Blvd Las Vegas, NV 89119 We're hosting a member-only collaboration dinner! If you're not a member yet, why not? Check out the many benefits and
- [Houston Chapter Event - Join AM&AA Houston for our Annual Holiday event   with the Private Directors Association](https://amaaonline.com/events/houston-chapter-event-join-amaa-houston-for-our-annual-holiday-event-with-the-private-directors-association/) - Join AM&AA Houston for our Annual Holiday event with the Private Directors Association Wednesday, November 20th, 2024 4:00 - 7:00 pm Bosscat Kitchen & Libations 4310 Westheimer Rd #150 Houston, TX 77027 Cocktails & Hors d’oeuvres | Great Conversations Raise a glass to a successful 2024 and an even better 2025! Registration Members: $35 |
- [Arizona Chapter Event - M&A Trends - The Year Ahead](https://amaaonline.com/events/arizona-chapter-event-ma-trends-the-year-ahead/) - M&A Trends - The Year Ahead Tuesday, November 19th, 2024 7:30 - 9:30 am MST Arizona Country Club 5668 E Orange Blossom Ln Phoenix, AZ 85018 The last several years have been challenging for buyers and sellers, thanks to uncertainty about the path of the economy and constrained credit. Will 2025 be the same? Is
- [Utah Chapter Event - Finding the Ideal Partner when Selling Your Company](https://amaaonline.com/events/utah-chapter-event-finding-the-ideal-partner-when-selling-your-company/) - Finding the Ideal Partner when Selling Your Company Thursday, November 7th, 2024 3:30 - 5:00 pm Keystone National Group 60 E. South Temple SLC, UT 84111 Join the AM&AA Utah Chapter for our upcoming event! The event will feature a panel of industry experts discussing various options for selling a company, including selling to
- [Detroit Chapter - A Real-Life Example of Establishing a Working Capital Target](https://amaaonline.com/events/detroit-chapter-a-real-life-example-of-establishing-a-working-capital-target/) - A Real-Life Example of Establishing a Working Capital Target Wednesday, November 13th, 2024 4:30 pm - 6:30 pm Doeren Mayhew 305 West Big Beaver Rd., Ste. 200 Troy, MI 48084 Join the AM&AA Detroit Chapter for a captivating conversation. Joe Basilco from Doeren Mayhew will lead an insightful session on the intricacies of working capital
- [Philadelphia Chapter Event - Fall Founder’s Event: Capital Perspectives](https://amaaonline.com/events/philadelphia-chapter-event-fall-founders-event-capital-perspectives/) - Fall Founder’s Event: Capital Perspectives Wednesday, November 20th, 2024 4:00 pm - 7:00 pm Fitler Club 24 S. 24th St. Philadelphia, PA 19103 Please join us for the Philadelphia Chapter's first Fall Founder's event: Capital Perspectives. Hear from Bruce Michelson, President of CM3 Building Solutions, about their majority exit to Daikin Applied Americas Inc. in
- [Dallas-Fort Worth Chapter Event - Due Diligence Deep Dive](https://amaaonline.com/events/dallas-fort-worth-chapter-event-due-diligence-deep-dive/) - Due Diligence Deep Dive Wednesday, November 13th, 2024 7:30 - 9:00 am Park House 100 Highland Park Village Level 3 Dallas, TX 75205 You're invited to our upcoming chapter event! We're hosting a panel of M&A experts to discuss the latest trends in due diligence. The discussion will cover the importance of early and proactive
- [New England Chapter Event - AM&AA New England Holiday Party](https://amaaonline.com/events/new-england-chapter-event-amaa-new-england-holiday-party/) - AM&AA New England Holiday Party Wednesday, November 20th, 2024 4:00 - 7:00 p.m. EST Lord Hobo Brewing 5 Draper Street Woburn, MA 01801 Get an early start on the holiday season with AM&AA New England! Join us for an evening of networking, drinks and food. Registration Members: $55 | Non-Members: $85
- [CM&AA ONLINE](https://amaaonline.com/events/cmaa-online-6/) - CERTIFIED MERGER & ACQUISITION ADVISORS (CM&AA) COURSE Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. Become a CM&AA and increase your expertise and influence in the market to source and close more deals. Get your certification and earn 40 CPE in five weeks. Online CM&AA course starts October 8, 2024 and ends November 7,
- [AM&AA Ed|ge | November 2024 | M&A as the Last Art of Finance](https://amaaonline.com/events/amaa-edge-november-2024-ma-as-the-last-art-of-finance/) - AM&AA Edge: M&A as the Last Art of Finance In M&A, trust is more than just a handshake—it's the foundation for success. This session, "M&A as the Last Art of Finance," delves into the importance of deep trust in mergers and acquisitions. M&A professionals know that while deals revolve around financials, their true strength lies
- [Global Event - Chapter Kickoff and Understanding Representation and Warranty Insurance](https://amaaonline.com/events/global-event-chapter-kickoff-and-understanding-representation-and-warranty-insurance/) - Join us for this Joint Members-Only Event Chapter Kickoff and Understanding Representation and Warranty Insurance Tuesday, November 12th, 2024 2:00 pm - 3:00 pm Virtual Event AM&AA members are invited to attend the inaugural meeting of AM&AA's organization-wide, geographically untethered, virtual chapter. We plan to welcome members and provide an overview of this new
- [DC.MD.VA Chapter Event - Successful Growth & Exit Strategies for Small Businesses & Other Special Status Government Contractors](https://amaaonline.com/events/dc-md-va-chapter-event-successful-growth-exit-strategies-for-small-businesses-other-special-status-government-contractors/) - Successful Growth & Exit Strategies for Small Businesses & Other Special Status Government Contractors Wednesday, November 13th, 2024 4:00 - 7:00 PM Greenberg Traurig 1750 Tysons Blvd. Ste. 1000 McLean, VA 22102 Are you a small business owner looking to grow in today's hyper-competitive environment? Come learn from experienced business owners and growth strategists how
- [Women of AM&AA Virtual Networking Event](https://amaaonline.com/events/women-of-amaa-virtual-networking-event/) - Women of AM&AA Virtual Networking Event Join us for an empowering virtual networking event created specifically for women dealmakers in the Mergers & Acquisitions industry. This event will connect leading women professionals from sectors including private equity, M&A advisory, law, accounting, and consulting, offering a unique space to share insights, strategies, and experiences. Objectives: Expand
- [AM&AA Ed|ge | November 2024 | M&A Tax Considerations – Practical Tax Structuring](https://amaaonline.com/events/amaa-edge-november-2024-ma-tax-considerations-practical-tax-structuring/) - M&A Tax Considerations – Practical Tax Structuring AM&AA Edge Presents: M&A Tax Considerations – Practical Tax Structuring Join us for a one-hour session specifically designed for middle-market CEOs, business owners, corporate development professionals, investment bankers, intermediaries, accountants, and lawyers who want to enhance their tax strategies. What you’ll learn: Comprehensive Overview of M&A Tax-Saving Structures:
- [Utah Chapter Event - Sweeping Into Fall - AM&AA Curling Classic](https://amaaonline.com/events/utah-chapter-event-sweeping-into-fall-amaa-curling-classic/) - Sweeping Into Fall - AM&AA Curling Classic Tuesday, October 15th, 2024 11:15 a.m. - 1:45 p.m. Utah Olympic Oval 5662 S Cougar Ln Kearns, UT 84118 Join the AM&AA Utah Chapter for a fun-filled day on the ice at the Utah Olympic Oval! This exciting event is the perfect opportunity to network and build meaningful
- [Southern Nevada Chapter Event - Intangible Considerations of M&A Transactions](https://amaaonline.com/events/southern-nevada-chapter-event-intangible-considerations-of-ma-transactions/) - Intangible Considerations of M&A Transactions Tuesday, November 5th, 2024 5:30 - 7:30 pm Sierra Gold Upstairs Private Dining Room 6515 S. Jones Blvd. Las Vegas, NV 89118 You're invited to our upcoming chapter event! This conversation will focus on what business owners need to consider in approaching an M&A transaction beyond valuation and transaction
- [New England Chapter Event - M&A Mingle with the USA 500](https://amaaonline.com/events/new-england-chapter-event-ma-mingle-with-the-usa-500/) - M&A Mingle with the USA 500 Wednesday, October 9th, 2024 4:00 - 7:00 p.m. EST Sullivan and Worcester LLP 1 PO Square Boston, MA 02109 Join us for a great opportunity for M&A Professionals in the M&A Collaborative Club and within USA 500 to network with similar and synergistic colleagues from AM&AA. Note: This
- [Dallas-Fort Worth Chapter Event - DFW Fall Happy Hour Event](https://amaaonline.com/events/dallas-fort-worth-chapter-event-dfw-fall-happy-hour-event/) - DFW Fall Happy Hour Event Wednesday, October 16th, 2024 5:00 - 7:00 pm The Henry 2301 N Akard St Suite 250 Dallas, TX 75201 You're invited to our upcoming happy hour! Join us for a fun, fall happy hour event that will include cocktails and hors d'oeuvres. This will be an opportunity to network
- [Houston Chapter Event - Understanding the Role of Independent Sponsors](https://amaaonline.com/events/houston-chapter-event-understanding-the-role-of-independent-sponsors/) - Understanding the Role of Independent Sponsors Thursday, October 17th, 2024 7:30 - 9:15 am The Briar Club 2603 Timmons Ln, Houston, TX 77027 This session is a look into the world of Independent Sponsors: how they work, what they look for in a deal, how to work with them, their role in the M&A world,
- [Philadelphia Chapter Event - 1st Annual AM&AA Philadelphia Chapter Member/Guest ](https://amaaonline.com/events/philadelphia-chapter-event-1st-annual-amaa-philadelphia-chapter-member-guest/) - Join us for an upcoming event! 1st Annual AM&AA Philadelphia Chapter Member/Guest Thursday, October 3rd, 2024 9:00 AM - 5:00 pm White Manor Country Club 831 Providence Rd. Malvern, PA. 19355 You're invited to our upcoming chapter event! We're hosting members of the AM&AA Philadelphia Chapter for our first annual Member/Guest golf outing
- [Southern California Chapter Event - Southern California End of Summer Mixer](https://amaaonline.com/events/southern-california-chapter-event-southern-california-end-of-summer-mixer/) - Southern California End of Summer Mixer Thursday, October 3rd, 2024 5:30 - 8:00 pm Buchalter 1000 Wilshire Blvd., Suite 2000 Los Angles, CA 90017 You're invited to our upcoming chapter event! We're throwing an end-of-summer mixer, and we hope you can make it. It will be a fantastic chance to connect on a deeper
- [DC.MD.VA Chapter Event - Swing, Sip, & Socialize](https://amaaonline.com/events/dc-md-va-chapter-event-swing-sip-socialize-2/) - Swing, Sip, & Socialize Thursday, October 10th, 2024 5:30-8:30 PM CitySwing 1805 Discovery Street Reston, VA 20190 Join the DC/MD/VA Chapter for an exciting golf experience at CitySwing. Located in Reston Town Center, this indoor golf venue with simulator is fun for both new and experienced players. Not a golfer? No problem. Enjoy the social
- [South Florida Chapter Event – Networking Social](https://amaaonline.com/events/south-florida-chapter-event-networking-social-3/) - Networking Social Monday, September 23, 2024 5:30 pm – 7:30 pm Copper 29 208 Miracle Mile Coral Gables, FL 33134 Join us for an evening of networking, conversation and connection! This is a fantastic opportunity to expand your network and meet with like-minded professionals while enjoying creative/classic drinks plus small bites in a retro, chandelier-lit
- [Houston Chapter Event - Financing Options in Tumultuous Times](https://amaaonline.com/events/houston-chapter-event-financing-options-in-tumultuous-times/) - inancing Options in Tumultuous Times Thursday, September 26th, 2024 7:30 - 9:00 am The Briar Club 2603 Timmons Ln, Houston, TX 77027 Throughout its lifecycle, the financing needs of a business take on many different forms, from simple checking accounts and lines of credit to asset-based loans and mezzanine financing. In this session, you’ll
- [Arizona Chapter Event - Welcome Back Coffee Social](https://amaaonline.com/events/arizona-chapter-event-welcome-back-coffee-social/) - Welcome Back Coffee Social Thursday, September 19th, 2024 7:30 - 9:30 am MST Schmooze 4222 N Marshall Way Scottsdale, AZ 85251 Summer is over! Join us for coffee and breakfast at Schmooze Scottsdale to kick off a new year with the AM&AA. It will be a great opportunity to reconnect with and meet new M&A
- [Long Island Chapter Event - Enhancing Deal Certainty with Representations and Warranties Insurance](https://amaaonline.com/events/long-island-chapter-event-enhancing-deal-certainty-with-representations-and-warranties-insurance/) - Enhancing Deal Certainty with Representations and Warranties Insurance Tuesday, September 17th, 2024 9:30 -11:30 am The Mansion at Oyster Bay 1 S Woods Rd Woodbury, NY 11797 You're invited to our chapter event! Join us for a candid conversation all about representations and warranties. Our expert panel will unpack how to use insurance strategically
- [AM&AA 2025 Winter Conference](https://amaaonline.com/events/amaa-2025-summer-conference/) - The AM&AA Winter Conference is an annual event delivering exceptional educational content and networking opportunities, providing sponsors, attendees and speakers valuable face-to-face time. The line-up of professionals attending includes executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPAs, attorneys, business valuators, consultants, and other M&A advisors, representing countries
- [Houston Chapter Event - THE STORY OF AN EXIT: The Do’s and Don’ts When Selling Your Business](https://amaaonline.com/events/houston-chapter-event-the-story-of-an-exit-the-dos-and-donts-when-selling-your-business/) - THE STORY OF AN EXIT: The Do’s and Don’ts When Selling Your Business Thursday, April 18th, 2024 7:30-9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 Ed Nasta is an entrepreneur and a natural born leader with the drive to achieve success without sacrificing customer service or a strong internal culture. When Ed
- [Houston Chapter Event - AM&AA National M&A Market Survey Report](https://amaaonline.com/events/houston-chapter-event-amaa-national-ma-market-survey-report/) - AM&AA National M&A Market Survey Report Thursday, March 21, 2024 7:30-9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 We're looking forward to an in-depth review of the AM&AA 2024-Q1 National M&A Market Survey comprising data reported on over 2,000 deals. Analysis includes: • Deal volume in the market • Sale multiples •
- [Houston Chapter Event - AM&AA Houston Chapter Breakfast](https://amaaonline.com/events/houston-chapter-event-amaa-houston-chapter-breakfast/) - AM&AA Houston Chapter Breakfast Wednesday, February 14th, 2024 7:30-9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 Join the AM&AA Houston Chapter for two exciting events this month. We’ll kick off the week with an M&A Networking Event then close out the week with a discussion on deal flow and what it takes
- [Houston Chapter Event -  The M&A Networking Event](https://amaaonline.com/events/houston-chapter-event-the-ma-networking-event/) - The M&A Networking Event Monday, February 12th, 2024 5:00-7:00 pm Artisans 5745 Westheimer Houston, TX 77057 Join the AM&AA Houston Chapter for two exciting events this month. We’ll kick off the week with an M&A Networking Event then close out the
- [Houston Chapter Event - Faster Horses, Dumb Things People Say & an Energy Market Update](https://amaaonline.com/events/houston-chapter-event-amaa-houston-chapter-private-directors-association-networking-copy/) - Faster Horses, Dumb Things People Say & an Energy Market Update Thursday, January 25th, 2024 7:30-9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 You're invited to our first chapter event of the year! Walker Moody, President of the energy-focused investment bank, Pickering Energy Partners, will speak on the current energy market environment,
- [AM&AA Ed|ge - Avoiding M&A Post-Closing Disputes: Prevention Over Cure](https://amaaonline.com/events/amaa-edge-avoiding-ma-post-closing-disputes-prevention-over-cure/) - AM&AA Ed|ge - Avoiding M&A Post-Closing Disputes: Prevention Over Cure Avoiding M&A Post-Closing Disputes: Prevention Over Cure Instructor: Bill Wiersema, Audit Principal, Miller Cooper Post-closing disputes in M&A transactions can be costly and stressful, often leading to breakdowns in deals and dissatisfied clients. This executive education course, designed for brokers, investment bankers, transaction advisory specialists,
- [Midwest Chapter Event -  Avoiding Post-Closing M&A Disputes](https://amaaonline.com/events/midwest-chapter-event-avoiding-post-closing-ma-disputes/) - Avoiding Post-Closing M&A Disputes Wednesday, October 9th, 2024 4:30 - 7:00 p.m. CT Bank of America Tower 110 N Wacker Dr 26th Floor Chicago, Illinois 60618 Join us for drinks and hor d’oeuvres at the next AM&AA Midwest Chapter event. A panel of M&A experts (lawyer, lender, investment banker, private equity and accounting) will discuss
- [New England Chapter Event - Understanding Cyber Security Risk in Deal-Making](https://amaaonline.com/events/new-england-chapter-event-understanding-cyber-security-risk-in-deal-making/) - Understanding Cyber Security Risk in Deal-Making Thursday, September 26th, 2024 4:00 - 7:00 p.m. EST Gesmer Updegrove LLP 40 Broad St Floor 3rd Boston, MA 02109 You're invited to our upcoming discussion all about cyber security risk in deal-making! Listen to our panel of experts discuss how cyber security risk can impact your deals
- [AM&AA Ed|ge - Race to $1 Billion - Post Merger Integration for Growth Minded Buyers](https://amaaonline.com/events/race-to-1-billion-post-merger-integration-for-growth-minded-buyers/) - Race to $1 Billion - Post Merger Integration for Growth Minded Buyers Learn how to optimize your post-deal strategy during this discussion. Our panel will share how to navigate challenges and drive value through effective integration. Focus on people, processes, and systems for measurable success. Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.
- [Dallas-Fort Worth Chapter Event - Breakfast Panel – Private Equity Roll-Up Strategies](https://amaaonline.com/events/dallas-fort-worth-chapter-event-breakfast-panel-private-equity-roll-up-strategies/) - AM&AA Breakfast Panel – Private Equity Roll-Up Strategies Wednesday, September 4th, 2024 7:30 - 9:00 am Park House 100 Highland Park Village Level 3 Dallas, TX 75205 You're invited to our upcoming breakfast panel! Join us to hear from an expert M&A panel as they discuss many aspects of private equity roll-up strategies and
- [Detroit Chapter - Meet the Author: Lift Off: 12 Things to Know Before Selling Your Business by Sharon Heaton](https://amaaonline.com/events/detroit-chapter-meet-the-author-lift-off-12-things-to-know-before-selling-your-business-by-sharon-heaton/) - Meet the Author: Lift Off: 12 Things to Know Before Selling Your Business by Sharon Heaton Wednesday, September 18th, 2024 7:30 am - 9:00 am Doeren Mayhew 305 West Big Beaver Rd., Ste. 200 Troy, MI 48084 Join the AM&AA Detroit Chapter for an enlightening morning breakfast discussion with Sharon Heaton, a renowned M&A advisor
- [DC.MD.VA Chapter Event - Cyber Security and M&A: The State of Market, Trends, Drivers and Future Predictions (6th Annual Cyber Security M&A Event)](https://amaaonline.com/events/dc-md-va-chapter-event-cyber-security-and-ma-the-state-of-market-trends-drivers-and-future-predictions-6th-annual-cyber-security-ma-event/) - Cyber Security and M&A: The State of Market, Trends, Drivers and Future Predictions (6th Annual Cyber Security M&A Event) Tuesday, September 10th, 2024 4:00-7:00 PM The UVA Darden Sands Family Grounds 1100 Wilson Blvd, Arlington, VA 22209, 30th floor Join an expert group of panelists at our 6th annual Cybersecurity and M&A: The State of
- [AM&AA Webinar | August 2024 | AM&AA Market Survey Report](https://amaaonline.com/events/amaa-webinar-august-2024-amaa-market-survey-report/) - AM&AA Webinar | August 2024 | AM&AA Market Survey Report Join us for the next AM&AA Market Survey Report Webinar. Hear the results of the AM&AA 2024-Q3 National Market Survey with detailed data reported on over 2,000 deals. Analysis includes sale multiples by deal size and industry, composition of consideration, and target company financial performance on deals
- [Rocky Mountain Chapter Event - Member-Only Event—Dinner & Dialogue](https://amaaonline.com/events/rocky-mountain-chapter-event-member-only-event-dinner-dialogue/) - AM&AA Member-Only Event—Dinner & Dialogue Thursday, September 12th, 2024 6:00–9:00 PM MST Toro Latin Kitchen 150 Clayton Lane, Suite B Denver, Colorado 80206 Our Dinner & Dialogue event is back! Join the Rocky Mountain Chapter for our 2nd annual Dinner & Dialogue event at Toro Latin Kitchen in Cherry Creek. Designed as a small-group event,
- [Houston Chapter Event - Joint Networking Event - AM&AA and M&A Forum](https://amaaonline.com/events/houston-chapter-event-joint-networking-event-amaa-and-ma-forum/) - Joint Networking Event - AM&AA and M&A Forum Thursday, August 29th, 2024 5:00 - 7:30 pm Los Tios 5192 Buffalo Speedway Houston, TX 77005 AM&AA is all about forging connections, sealing deals, and fostering collaboration. Join your fellow AM&AA Houston Chapter members along with members of the M&A Forum for a relaxed evening of mixing
- [Southern Nevada Chapter Event - Select Tax Issues in M&A (Part II)](https://amaaonline.com/events/southern-nevada-chapter-event-select-tax-issues-in-ma-part-ii/) - Select Tax Issues in M&A (Part II) Tuesday, August 13th, 2024 5:30 - 7:30 pm Sierra Gold Upstairs Private Dining Room 6515 S. Jones Blvd. Las Vegas, NV 89118 You're invited to our upcoming chapter event! In 2022, Bill Kastin gave a practical presentation addressing (i) general tax issues that are particular to C
- [Midwest Chapter Event - Member Only-Trump v Biden II: An Insider’s Look at Potential Outcomes, Regulation and Legislation](https://amaaonline.com/events/midwest-chapter-event-member-only-trump-v-biden-ii-an-insiders-look-at-potential-outcomes-regulation-and-legislation/) - Join us for our upcoming event Member Only-Trump v Biden II: An Insider’s Look at Potential Outcomes, Regulation and Legislation Tuesday, June 18th, 2024 4:30 - 6:30 p.m. CT Bank of America Tower 110 N Wacker Dr 26th Floor Chicago, Illinois 60618 Join us for drinks and hor d’oeuvres at a members-only AMAA networking
- [New York City Chapter Event - Deal Networking and Reception featuring Super Bowl Stories with NY Giants Steve and Zak DeOssie](https://amaaonline.com/events/new-york-city-chapter-event-deal-networking-and-reception-featuring-super-bowl-stories-with-ny-giants-steve-and-zak-deossie/) - Deal Networking and Reception featuring Super Bowl Stories with NY Giants Steve and Zak DeOssie Tuesday, May 21st, 2024 5:30-8:30 p.m. ET Ice Miller LLP 1500 Broadway Suite 2900 New York, NY 10036 Join the AM&AA NYC chapter for an evening of deal networking followed by a rendition of Superbowl stories from the father-son duo
- [Midwest Chapter Event - How robust is the M&A market today and what lies ahead in 2024?](https://amaaonline.com/events/midwest-chapter-event-how-robust-is-the-ma-market-today-and-what-lies-ahead-in-2024/) - How robust is the M&A market today and what lies ahead in 2024? Wednesday, May 15th, 2024 5:00 - 7:00 p.m. CT Wintrust Bank 231 S. LaSalle Street Conference Center Chicago, Illinois 60604 Join the AMAA Midwest Chapter for a lively and interactive panel discussion on the state of the M&A market mid-2024. Our panel
- [DC.MD.VA Chapter Event - Optimizing Cash Tax Strategies for Business Growth](https://amaaonline.com/events/dc-md-va-chapter-event-optimizing-cash-tax-strategies-for-business-growth/) - Optimizing Cash Tax Strategies for Business Growth Tuesday, May 7th, 2024 4:00-7:00 PM Tower Club 8000 Towers Crescent Dr Suite 1700 Vienna, VA 22182 You're invited to our next chapter event! In this discussion, we will explore crucial aspects of the effect that tax has on net working capital and ultimately transactions. We will
- [Utah Chapter Event - Seamless Integration: Navigating Post-Transaction Integration with Expertise](https://amaaonline.com/events/utah-chapter-event-seamless-integration-navigating-post-transaction-integration-with-expertise/) - Seamless Integration: Navigating Post-Transaction Integration with Expertise Tuesday, May 7th, 2024 11:30 a.m. - 1:00 p.m. IMA Offices 95 S State Street, Suite 5 Salt Lake City, Utah 84111 Join us for an insightful exploration into post-transaction execution challenges at the upcoming AM&AA Utah Chapter event, "Seamless Integration: Navigating Post-Transaction Integration with Expertise."
- [AM&AA Benefit Webinar | August 2024 | NetSuite](https://amaaonline.com/events/amaa-benefit-webinar-august-2024-netsuite/) - AM&AA Benefit Webinar | August 2024 | NetSuite Join us as we welcome our newest AM&AA Benefit Partner NetSuite, a unified, cloud-based business management platform helping tens of thousands of customers across the globe automate core processes and provide real-time visibility into operational and financial performance. Organizations of all sizes and across dozens of industries
- [Austin Chapter Event - Panel Discussion: Election Cycle Industry Update](https://amaaonline.com/events/austin-chapter-event-panel-discussion-election-cycle-industry-update/) - Panel Discussion: Election Cycle Industry Update Thursday, June 20th 11:30 am - 1:30 pm Norris Conference Center 2525 W Anderson Ln. #365 Austin, TX 78757 You're invited to join our upcoming panel discussion! Our panel of industry experts will be covering the state of the M&A industry in central Texas during an election cycle. Including
- [Houston Chapter Event - Summer Synergies](https://amaaonline.com/events/houston-chapter-event-summer-synergies/) - Summer Synergies Thursday, July 18th, 2024 3:45 - 7:00 pm The Briar Club 2603 Timmons Ln Houston, TX 77027 We are thrilled to invite you to a special evening of networking at our joint happy hour event with XPX Houston. This unique gathering promises to be an excellent opportunity to expand your professional network, engage
- [Long Island Chapter Event - Summer Social at Del Vino Vineyard](https://amaaonline.com/events/long-island-chapter-event-summer-social-at-del-vino-vineyard/) - Summer Social at Del Vino Vineyard Wednesday, July 24th, 2024 6:00-8:30 pm Del Vino Vineyards Upper Room 29 Norwood Rd, Northport, NY 11768 Get ready for an extraordinary Summer Social at Del Vino Vineyards! Join us for an evening of networking at one of Northport's hidden gems. Del Vino Vineyards offers a captivating setting that
- [Tampa Bay Chapter –Leading with Valor: Insights and Innovations from Veteran-Owned Businesses](https://amaaonline.com/events/tampa-bay-chapter-leading-with-valor-insights-and-innovations-from-veteran-owned-businesses/) - A Leading with Valor: Insights and Innovations from Veteran-Owned Businesses Tuesday, July 23rd, 2024 8:30 - 10:30 am University Club of Tampa 201 N Franklin St #3800 Tampa, FL 33602 Are you ready to be inspired by veteran-owned businesses' remarkable stories and groundbreaking innovations? Join us for "Leading with Valor: Insights and Innovations from
- [Dallas-Fort Worth Chapter Event - AM&AA, WFE, TMA and 100 Women in Finance Joint Summer Happy Hour](https://amaaonline.com/events/dallas-fort-worth-chapter-event-amaa-wfe-tma-and-100-women-in-finance-joint-summer-happy-hour/) - AM&AA, WFE, TMA and 100 Women in Finance Joint Summer Happy Hour Tuesday, July 30th, 2024 4:30 - 6:30 pm Peticolas Brewing Company 1301 Place Street Dallas, TX 75207 Join AM&AA, WFE, 100 Women in Finance, and TMA for a joint summer happy hour at Peticolas! Enjoy an evening of networking with professional connections, savoring
- [NE Ohio Chapter Event - Ohio Chapter Summer Social](https://amaaonline.com/events/ne-ohio-chapter-event-ohio-chapter-summer-social/) - Ohio Chapter Summer Social Thursday, July 18th, 2024 5:00 - 8:00 p.m. BrewDog Cleveland 1956 Carter Road Cleveland, OH, 44113, US Join us at the NE Ohio Chapter Summer Social as we raise our glasses to welcome in the summer season. Take this chance to unwind, savor delicious beverages, and converse with local M&A
- [Houston Chapter Event - Build Your Network. Build Your Business.](https://amaaonline.com/events/houston-chapter-event-build-your-network-build-your-business/) - Build Your Network. Build Your Business. Thursday, June 20th, 2024 7:30 - 9:00 am The Briar Club 2603 Timmons Ln Houston, TX 77027 The Houston chapter is hosting an exclusive Members Only Networking Breakfast, and we’d love for you to join us. Each member will introduce themselves at the beginning of the meeting. Members will
- [AM&AA Ed|ge: Creating CIMs that Sell](https://amaaonline.com/events/amaa-edge-creating-cims-that-sell/) - AM&AA Ed|ge: Creating CIMs that Sell Join Robert Rough, Co-Founder and Managing Director of Telos Capital Advisors, for an in-depth exploration of the Confidential Information Memorandum (CIM), an integral component of successful deal marketing in mergers and acquisitions. Building upon the CIM section of CM&AA Class #2, this webinar offers a deeper dive into the
- [CM&AA IN-PERSON](https://amaaonline.com/events/cmaa-in-person-4/) - CERTIFIED MERGER & ACQUISITION ADVISORS COURSE Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. Become a CM&AA and increase your expertise and influence in the market to source and close more deals. Get your certification and earn 40 CPE in just one week! COURSE DETAILS CM&AA Boston starts Monday
- [CM&AA IN-PERSON](https://amaaonline.com/events/cmaa-in-person-3/) - CERTIFIED MERGER & ACQUISITION ADVISORS COURSE Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. Become a CM&AA and increase your expertise and influence in the market to source and close more deals. Get your certification and earn 40 CPE in just one week! COURSE DETAILS CM&AA Denver starts Monday
- [Long Island Chapter Event - Members Only Dinner at Passione Italian Trattoria](https://amaaonline.com/events/long-island-chapter-event-members-only-dinner-at-passione-italian-trattoria/) - Join us for our upcoming Long Island Chapter event Members Only Dinner at Passione Italian Trattoria Tuesday, June 18, 2024 5:30-7:30 pm Passione Della Cucina 231 Old Country Rd, Carle Place, NY 11514 You’re invited to our upcoming members-only dinner! Join us at Passione Della Cucina for excellent Italian fare as we gather to network,
- [Philadelphia Chapter Event - AM&AA Philadelphia Summer Social](https://amaaonline.com/events/philadelphia-chapter-event-amaa-philadelphia-summer-social/) - AM&AA Philadelphia Summer Social Wednesday, July 10th, 2024 5:30 - 7:30 pm CloudWalker Patio of Victory Brewery 1776 Benjamin Franklin Pkwy Philadelphia, PA 19103 Join us for an exclusive evening of connection and conversation as we unveil the Philadelphia chapter of AM&AA. Designed to foster relationships within the greater Philadelphia M&A community, this cocktail reception
- [AM&AA Ed|ge: Tax Optimization in M&A](https://amaaonline.com/events/amaa-webinartax-optimization-in-ma-leveraging-irc-sections-1202-338h10-for-maximum-benefit/) - AM&AA Ed|ge: Tax Optimization in M&A Join Roman Basi, attorney and CPA, for a focused exploration of tax-efficient strategies crucial for M&A transactions, centered on two powerful provisions of the Internal Revenue Code (IRC): Sections 1202 and 338(h)(10). In this targeted session, participants will uncover the benefits of utilizing IRC Sections 1202 and 338(h)(10) in
- [Utah Chapter Event - AM&AA Pickleball Challenge Powered by Now CFO](https://amaaonline.com/events/utah-chapter-event-amaa-pickleball-challenge-powered-by-now-cfo/) - AM&AA Pickleball Challenge Powered by Now CFO Friday, June 28th, 2024 10:00 a.m. - 12:00 p.m. Club Pickleball USA - Sandy Location 203 West 9000 South Sandy, Utah 84070 Grab your tennis shoes and join us for an exhilarating day of pickleball with the AM&AA Utah Chapter! Whether you're a beginner looking to learn
- [AM&AA Webinar:  April 2024 | Private Equity Info (PEI)](https://amaaonline.com/events/amaa-webinar-april-2024-private-equity-info-pei/) - AM&AA Benefit Webinar | April 2024 | Private Equity Info (PEI) Are you taking full advantage of the benefits of your AM&AA membership? There are so many member benefits that sometimes it's hard to know. And that's why we want to share more information on a valuable member benefit with you. Hundreds of AM&AA members leverage the PEI
- [Southern Nevada Chapter Event - Our Experiences of Selling Our Company](https://amaaonline.com/events/southern-nevada-chapter-event-our-experiences-of-selling-our-company/) - Our Experiences of Selling Our Company Tuesday, May 7th, 2024 5:30 - 7:30 pm Upstairs Private Dining Room @ Sierra Gold 6515 S. Jones Blvd. Las Vegas, NV 89118 Join us for an evening of visiting with Guy Bennallack & Karrie Bennallack, prior business owners, to discuss their experiences in selling their business. The
- [Southern California Chapter Event - AM&AA National M&A Market Survey Report](https://amaaonline.com/events/southern-california-chapter-event-amaa-national-ma-market-survey-report/) - AM&AA National M&A Market Survey Report Friday, May 3, 2024 7:30 - 9:00 am The University Club of Pasadena 175 North Oakland Avenue Pasadena, CA 91101 Want to get the latest in-depth review of the current M&A environment for the lower middle market to help advise your clients considering selling or buying a business? Attend
- [DC.MD.VA Chapter Event - Race to $1 Billion: Post Merger Integration for Growth Minded Buyers](https://amaaonline.com/events/dc-md-va-chapter-event-race-to-1-billion-post-merger-integration-for-growth-minded-buyers/) - Race to $1 Billion: Post Merger Integration for Growth Minded Buyers Wednesday, April 17, 2024 4:00 - 7:00 pm The Tower Club 8000 Towers Crescent Drive #1700 Vienna, VA 22182 Optimize your post-deal strategy! Learn from the experts how to navigate challenges and drive value through effective integration. Focus on people, processes, and systems for
- [Dallas-Fort Worth Chapter Event -  Alternative Transactions Panel Discussion and Breakfast Event](https://amaaonline.com/events/dallas-fort-worth-chapter-event-alternative-transactions-panel-discussion-and-breakfast-event/) - Alternative Transactions Panel Discussion and Breakfast Event Wednesday, April 24th, 2024 7:30 - 9:00 am Park House 100 Highland Park Village Level 3 Dallas, TX 75205 You're invited to join us for a morning of breakfast, networking, and a dynamic presentation by our panel of experts that will explore approaches to ESOPs, IPO preparation, and
- [South Florida Chapter Event – 2024 Outlook of Family Office Investing and Participation in the M&A Markets](https://amaaonline.com/events/south-florida-chapter-event-2024-outlook-of-family-office-investing-and-participation-in-the-ma-markets/) - 2024 Outlook of Family Office Investing and Participation in the M&A Markets Tuesday, April 16, 2024 12:00 pm – 1:00 pm Virtual Event Executives from leading family offices will come together to share their perspectives on the investment landscape of 2024. You'll gain insights into how these offices anticipate the M&A market will develop over
- [Detroit Chapter - The Current State of M&A in Michigan and Beyond](https://amaaonline.com/events/detroit-chapter-the-current-state-of-ma-in-michigan-and-beyond/) - The Under Addressed and Often Overlooked Aspects of M&A Deals Wednesday, April 17, 2024 4:30-6:30 P.M Warner Norcross + Judd LLP 2715 Woodward Ave., Suite 300 Detroit, MI 48201 Please join the AM&AA Detroit Chapter for a thought-provoking panel discussion diving into the under addressed and often overlooked aspects of Mergers and Acquisitions. This panel
- [NE Ohio Chapter Event - Utilizing Effective Tax Strategies in M&A – “F” Reorganizations and Qualified Small Business Stock](https://amaaonline.com/events/ne-ohio-chapter-event-utilizing-effective-tax-strategies-in-ma-f-reorganizations-and-qualified-small-business-stock/) - Utilizing Effective Tax Strategies in M&A – “F” Reorganizations and Qualified Small Business Stock Thursday, April 25th, 2024 4:30 - 7:00 p.m. McDonald Hopkins LLC 600 Superior Ave., E., Suite 2100. Cleveland, OH 4414 Join us for an engaging discussion with Adam Grais and Christal Contini, followed by a networking reception. They will be presenting
- [New England Chapter Event - Sip & Socialize](https://amaaonline.com/events/new-england-chapter-event-sip-socialize/) - Sip & Socialize Tuesday, June 25, 2024 5:00 - 7:00 p.m. EST Stillwater 120 Kingston St. Boston, MA 02111 This event will be co-hosted with the Massachusetts Society of CPAs and will be a unique opportunity for CPAs, lawyers, financial and other professionals in the mergers and acquisitions space to socialize and connect with
- [Arizona Chapter Event - Spring Happy Hour](https://amaaonline.com/events/arizona-chapter-event-spring-happy-hour/) - Spring Happy Hour Thursday, May 30th, 2024 5:00 pm - 7:00 pm MST Hundred Mile Brewing 690 N Scottsdale Rd Tempe, AZ 85288 Celebrate the close of a successful season! Join us for our Arizona AM&AA Spring Social. Enjoy relaxed networking with top M&A professionals over drinks and bites at the incredible Hundred Mile Brewing.
- [DC.MD.VA Chapter Event - Swing, Sip, & Socialize](https://amaaonline.com/events/dc-md-va-chapter-event-swing-sip-socialize/) - Swing, Sip, & Socialize Wednesday, June 5th, 2024 5:00-7:00 PM The Perch at Capital One Center 1805 Capital One Drive, 11th Floor Tysons, VA 22102 You're invited to our next chapter event! Join the DC/MD/VA Chapter for mini golfing and fun! Located 11 stories up on The Perch at Capital One Center, Perch Putt
- [Detroit Chapter - Clay Shooting with AM&AA Detroit](https://amaaonline.com/events/detroit-chapter-clay-shooting-with-amaa-detroit/) - Clay Shooting with AM&AA Detroit Friday, June 7th, 2024 10:30 am - 3:30 pm Hunters Creek Club 675 E Sutton Rd Metamora, MI 48455 Come join the Detroit Chapter for a fun day of sporting clays, food, drinks, and networking. We will start with a registration and a safety briefing in the morning, followed by
- [Rocky Mountain Chapter Event - Member-Only Event—Fireside Chat at Leopold Bros](https://amaaonline.com/events/rocky-mountain-chapter-event-member-only-event-fireside-chat-at-leopold-bros/) - AM&AA Member-Only Event—Fireside Chat at Leopold Bros. Thursday, May 16th, 2024 6:00–9:00 PM MST Leopold Brothers Distillery 5285 Joliet St. Denver, CO 80239 Join your AM&AA friends for a fun evening of insight and networking at Leopold Brothers Distillery in Denver. The event will feature a distillery tour, a fireside chat with the founder, food,
- [South Florida Chapter Event – AM&AA South Florida Chapter “Spring” Social](https://amaaonline.com/events/south-florida-chapter-event-amaa-south-florida-chapter-spring-social/) - AM&AA South Florida Chapter “Spring” Social Wednesday, May 22, 2024 5:30 pm – 8:00 pm Sea Grill of Merrick Park 4250 Salzedo Street, Suite 1425 Coral Gables, FL 33146 Join us for an evening of networking and building relationships with professionals from various industries and the M&A Community. This social provides an opportunity to expand
- [CM&AA ONLINE](https://amaaonline.com/events/cmaa-online-5/) - CERTIFIED MERGER & ACQUISITION ADVISORS (CM&AA) COURSE Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. Become a CM&AA and increase your expertise and influence in the market to source and close more deals. Get your certification and earn 40 CPE in five weeks. Online CM&AA course starts April 23, 2024 and ends May 23,
- [CM&AA IN-PERSON](https://amaaonline.com/events/cmaa-in-person-2/) - CM&AA Dallas starts Monday April 8, 2024, and ends Friday April 12, 2024. Class is from 8:00 A.M. to 5:00 P.M, with a 1-hour break. All times are in Central Standard Time (CST). *Class venue to be announced soon!* TOPICS OVERVIEW Middle-market M&A ecosystem and trends M&A process from deal origination to due diligence to financial modeling to business valuation to deal structuring
- [Houston Chapter Event - Houston Deal Connect](https://amaaonline.com/events/houston-chapter-event-houston-deal-connect/) - Houston Deal Connect Wednesday, May 15th, 2024 7:30 - 9:15 am The Briar Club 2603 Timmons Ln Houston, TX 77027 Join us for the Houston Deal Connect featuring deals from several Houston area investment banking and M&A firms. You'll hear about deals on the market and learn about their areas of focus. Expand your network
- [DC.MD.VA Chapter Event - NextGen Social "Axe Throwing"](https://amaaonline.com/events/dc-md-va-chapter-event-nextgen-social-axe-throwing/) - NextGen Social "Axe Throwing" Thursday, April 11,2024 5:00-7:00 pm Kraken Axes - Penn Quarter 840 E. Street NW Washington, DC 20004 Axes in Penn Quarter. This event is free of charge. The AM&AA DC/MD/VA Chapter strives to create an environment to develop relationships and share information with others focused in the same space. We hope
- [Arizona Chapter Event - Humanity and Deal Making - The Art of Successful M&A Transactions](https://amaaonline.com/events/arizona-chapter-event-humanity-and-deal-making-the-art-of-successful-ma-transactions/) - Humanity and Deal Making - The Art of Successful M&A Transactions Wednesday, March 27th, 2024 7:30-9:00 A.M. MST Arizona Country Club 5668 E. Orange Blossom Lane Phoenix, AZ 85018 M&A is not just about the numbers. It is also about the art of a successful handoff. M&A involves real-life human beings who are the stakeholders.
- [Rocky Mountain Chapter Event - Show Me The Money](https://amaaonline.com/events/rocky-mountain-chapter-event-show-me-the-money/) - Show Me The Money Tuesday, March 26, 2024 5:00–7:30 PM MST IMA 1705 17th St., Suite #100 Denver, 80202 Given current uncertainty in direction and velocity of interest rate movements, valuations and market timing are again under the microscope. Join us as panelists from leading middle market M&A lenders and sponsors discuss the current state
- [Dallas-Fort Worth Chapter Event - Breakfast and Market Update with Bill McCalpin](https://amaaonline.com/events/dallas-fort-worth-chapter-event-breakfast-and-market-update-with-bill-mccalpin/) - Breakfast and Market Update with Bill McCalpin Wednesday, March 20th, 2024 7:30 - 9:00 am Park House 100 Highland Park Village Level 3 Dallas, TX 75205 You're invited to join us for a morning of breakfast, networking, and a dynamic presentation by Bill McCalpin showcasing the latest findings from the National DealWare/AM&AA Market Survey.
- [South Florida Chapter Event – Private Markets in 2024: A Year of Reckoning?](https://amaaonline.com/events/south-florida-chapter-event-private-markets-in-2024-a-year-of-reckoning/) - Private Markets in 2024: A Year of Reckoning? Tuesday, March 19, 2024 12:00 pm – 2:00 pm Lauderdale Yacht Club 1725 SE 12th Street Fort Lauderdale, FL 33316 Panelists across private markets will discuss the outlook for 2024 with particular focus on the state of play two years since interest rate hikes began. Topics to
- [DC.MD.VA Chapter Event - Economic Predictions and the Impact on M&A](https://amaaonline.com/events/dc-md-va-chapter-event-economic-predictions-and-the-impact-on-ma/) - Economic Predictions and the Impact on M&A Wednesday, March 13,2024 4:00-7:00 pm UBS 1800 Tysons Blvd, Suite 550 McLean, VA 22102 You're invited to our upcoming chapter event! Hear industry thought leaders discuss the current economic environment and their predictions for 2024 and beyond. They will review how interest rates, inflation, the federal debt, and
- [New England Chapter Event - AM&AA / XPX Joint Social: Family Feud 2024](https://amaaonline.com/events/new-england-chapter-event-amaa-xpx-joint-social-family-feud-2024/) - AM&AA / XPX Joint Social: Family Feud 2024 Tuesday, March 12, 2024 4:00-6:30 p.m. EST Sullivan & Worcester 1 Post Office Square Boston, MA 02109 You're invited to a joint social and networking event with our AM&AA chapter and XPX Greater Boston! We'll be hosting a fun "Family Feud" style game night led
- [DC.MD.VA Chapter Event - Sip & Skewers](https://amaaonline.com/events/dc-md-va-chapter-event-sip-skewers/) - Sip and Skewers Thursday, February 29 5:30-8:30 pm ET Vienna Vintner 320 Maple Ave E Vienna, VA 22180 Join the DC/MD/VA Chapter for wine tasting and delicious Mediterranean fare at Vienna Vintner. Vienna Vintner’s Stonehouse is a unique space located in Vienna, VA, very convenient to Tyson’s Corner. This event is complimentary to our
- [Austin Chapter Event - 2024 Kickoff Happy Hour](https://amaaonline.com/events/austin-chapter-event-2024-kickoff-happy-hour/) - 2024 Kickoff Happy Hour Thursday, February 29th 5:00-7:00 pm La Popular Restaurant 7415 Southwest Pkwy building 5 suite 100 Austin, TX 78735 You're invited to join the new Austin chapter to kick off the new year with a happy hour event! Connect with chapter members, guests, and professionals from the local M&A community, all while
- [Dallas-Fort Worth Chapter Event - DFW AM&AA Happy Hour](https://amaaonline.com/events/dallas-fort-worth-chapter-event-dfw-amaa-happy-hour/) - DFW AM&AA Happy Hour Tuesday, February 27th, 2024 5:00 - 7:00 pm The Henry 2301 N Akard St Suite 250 Dallas, TX 75201 You're invited to join us for our upcoming happy hour event! This is a great opportunity to network with M&A professionals in our community as we gather at The Henry for drinks.
- [Houston Chapter Event - The M&A Networking Event](https://amaaonline.com/events/houston-chapter-event-the-ma-networking-event-2/) - The M&A Networking Event Monday, May 13th, 2024 5:00 - 7:30 pm a’Bouzy 2300 Westheimer Rd Houston, TX 77098 Join us at The M&A Networking event hosted by the AM&AA Houston Chapter. Expand your network or just catch up with fellow M&A professionals over drinks and nibbles. Registration Members: Complimentary | Non-Members: $45
- [Tampa Bay Chapter –Elevate Your Expertise: Join the AM&AA Membership Drive Today!](https://amaaonline.com/events/tampa-bay-chapter-elevate-your-expertise-join-the-amaa-membership-drive-today/) - A Elevate Your Expertise: Join the AM&AA Membership Drive Today! Tuesday, May 14th, 2024 5:30-7:30 p.m. ET University Club of Tampa 201 N Franklin St #3800 Tampa, FL 33602 Join us at the University Club of Tampa on May 14th, from 5:30 to 7:30 PM, for an unforgettable evening dedicated to expanding our vibrant community
- [New England Chapter Event - Cornhole Craze: Mixing, Mingling and Friendly Competition](https://amaaonline.com/events/new-england-chapter-event-cornhole-craze-mixing-mingling-and-friendly-competition/) - Cornhole Craze: Mixing, Mingling and Friendly Competition Thursday, May 16, 2024 4:30-7:30 p.m. EST Craft Food Hall 200 5th Ave. Waltham, MA 02451 You're invited to our spring networking event! Enjoy cornhole, food, drinks, and connection with fellow M&A professionals, members, and guests. We'd love to see you there—mark your calendar for May 16th
- [Southern Nevada Chapter Event - Member Only Dinner](https://amaaonline.com/events/southern-nevada-chapter-event-member-only-dinner/) - Join us for an upcoming Southern Nevada Chapter event Member Only Dinner Tuesday, May 14th, 2024 6:00 - 8:30 pm The Capital Grille 3200 Las Vegas Blvd S Suite 3300 Las Vegas, NV 89109 We have an upcoming member's only collaboration dinner. It'll be a great chance to network with members and sponsors over
- [Detroit Chapter - 2024 Kickoff Event](https://amaaonline.com/events/detroit-chapter-2024-kickoff-event/) - Join the Detroit Chapter for an Evening of Networking 2024 Kickoff Event Wednesday, February 21, 2024 4:30-6:30 P.M Doeren Mayhew 305 West Big Beaver Rd Suite 200 Troy, MI 48084 As we step into 2024, we invite you to join us for our upcoming Kickoff event! Get ready to be inspired as we set the
- [Utah Chapter Event - Partnering with Private Equity - Primer and Playbook for Long-Term Value](https://amaaonline.com/events/utah-chapter-event-partnering-with-private-equity-primer-and-playbook-for-long-term-value/) - Partnering with Private Equity - Primer and Playbook for Long-Term Value Thursday, January 18th, 2024 11:30 a.m. - 1:30 p.m. 26th Floor at KeyBank Tower 36 S State Street Salt Lake City, UT 84111 Join the AM&AA Utah Chapter for an enriching event, "Partnering with Private Equity - Primer and Playbook for Long-Term Value."
- [Southern Nevada Chapter Event - Investor Perspectives to Maximize Business Value](https://amaaonline.com/events/southern-nevada-chapter-event-investor-perspectives-to-maximize-business-value/) - Investor Perspectives to Maximize Business Value Tuesday, February 6th, 2024 5:30 - 7:30 pm Upstairs Private Dining Room @ Sierra Gold 6515 S. Jones Blvd. Las Vegas, NV 89118 Join us for an evening of visiting with Dale Sands of Northern Trust (Atlanta) and Chad Lackey of Deloitte & Touche (Dallas) to discuss the
- [AM&AA Webinar: March 2024 | AM&AA Market Survey Report](https://amaaonline.com/events/amaa-webinar-march-2024-amaa-market-survey-report/) - AM&AA Webinar | March 2024 | AM&AA Market Survey Report Join us for the next AM&AA Market Survey Report Webinar. Hear the results of the AM&AA 2024-Q1 National Market Survey with detailed data reported on over 2,000 deals. Analysis includes sale multiples by deal size and industry, composition of consideration, and target company financial performance on deals
- [CM&AA Deep Dive Series: Market Value Study - How to Get Paid While You Educate and Win New Clients](https://amaaonline.com/events/cmaa-deep-dive-series-market-value-study-how-to-get-paid-while-you-educate-and-win-new-clients/) - CM&AA Deep Dive Series: Market Value Study - 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
- [AM&AA 2024 Summer Conference](https://amaaonline.com/events/amaa-2024-summer-conference/) - The AM&AA Summer Conference is an annual event delivering exceptional educational content and networking opportunities, providing sponsors, attendees and speakers valuable face-to-face time. The line-up of professionals attending includes executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPAs, attorneys, business valuators, consultants, and other M&A advisors, representing countries
- [AM&AA Member Benefit Webinar: PQ Capital Suites](https://amaaonline.com/events/amaa-member-benefit-webinar-pq-capital-suites/) - AM&AA Benefit Webinar | March 2024 | PQ Capital Suites This Webinar is about PQ Capital Suites and a new benefit they developed for AM&AA members, Advisor PQ. PQ Capital Suites provides access to hundreds of capital sources for any kind of capital transaction – debt, equity, M&A, and more. PQ guides you through the
- [CM&AA Deep Dive Series: M&A Tax Considerations – Practical Tax Structuring](https://amaaonline.com/events/cmaa-deep-dive-series-ma-tax-considerations-practical-tax-structuring/) - CM&AA DEEP DIVE SERIES CM&AA Deep Dive Series: M&A Tax Considerations – Practical Tax Structuring 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 registered and present during the live airing of the webinar. Registration Cost: AM&AA Members - $50 Non-Members
- [Tampa Bay Chapter –AM&AA Tampa Bay Chapter Deal of the Year](https://amaaonline.com/events/tampa-bay-chapter-it-expires-1200am-sat-1-13-flashsale2024x/) - AM&AA Tampa Bay Chapter Deal of the Year Wednesday, January 31st, 2024 6:00–8:30 p.m. ET Palma Ceia Golf & Country Club 1601 S MacDill Ave Tampa, Florida 33629 You're invited to join us as we celebrate Tampa Bay's vibrant middle-market business community at our upcoming event! This special occasion is dedicated to acknowledging the thriving
- [New England Chapter Event - Women's Luncheon](https://amaaonline.com/events/new-england-chapter-event-womens-luncheon/) - AM&AA New England - Women's Luncheon Friday, January 26, 2024 12:00–1:30 p.m. EST Davio's Chestnut Hill 55 Boylston Street, Chestnut Hill, MA You're invited to an exclusive luncheon for women in our AM&AA community. This will be a fantastic chance to connect and catch up with other women M&A professionals to share our
- [Midwest Chapter Event - Midwest Chapter Holiday Event](https://amaaonline.com/events/midwest-chapter-event-midwest-chapter-holiday-event/) - Midwest Chapter Holiday Event Wednesday, January 24th, 2024 5:00 - 8:00 p.m. CT Park and Field 3509 W Fullerton Ave Chicago, IL 60647 Join the AM&AA Midwest Chapter's much-anticipated Holiday Event! This festive gathering is much more than just a holiday soiree — it's an opportunity to forge new connections and strengthen existing ones in
- [Arizona Chapter Event -Arizona Economic Outlook](https://amaaonline.com/events/arizona-chapter-event-arizona-economic-outlook/) - Arizona Economic Outlook Wednesday, January 24, 2024 7:30-9:00 A.M. MST Arizona Country Club 5668 E. Orange Blossom Lane Phoenix, AZ 85018 We are thrilled to invite you to an upcoming event featuring Mr. Chris Camacho, the President and CEO of The Greater Phoenix Economic Council. Chris will be providing us with an exclusive update
- [Long Island Chapter Event - 2024 Economic Horizons:  Unraveling Trends and How to Navigate the Markets](https://amaaonline.com/events/long-island-chapter-event-2024-economic-horizons-unraveling-trends-and-how-to-navigate-the-markets/) - 2024 Economic Horizons: Unraveling Trends and How to Navigate the Markets Wednesday, January 24, 2024 8:30-10:30 am The Mansion at Oyster Bay 1 S Woods Rd, Woodbury, NY 11797 Please join us for a morning filled with networking opportunities, dealmaking prospects, and a Fireside chat featuring Mark Kravietz of Aline Wealth and Jack Janasiewicz of
- [Dallas-Fort Worth Chapter Event - DFW AM&AA Chapter Breakfast](https://amaaonline.com/events/dallas-fort-worth-chapter-event-dfw-amaa-chapter-breakfast/) - DFW AM&AA Chapter Breakfast Wednesday, January 24th, 2024 7:30 - 9:30 am Park House 100 Highland Park Village Level 3 Dallas, TX 75205 Mark your calendar and get ready to join us for a delightful networking breakfast to connect and collaborate with our M&A community. At this breakfast we will be discussing sourcing &
- [South Florida Chapter Event – Economic and Capital Market Outlook 2024](https://amaaonline.com/events/south-florida-chapter-event-economic-and-capital-market-outlook-2024/) - Economic and Capital Market Outlook 2024 Monday, January 22nd, 2024 4:00 pm – 5:00 pm Virtual Event Learn from top economists as they share their detailed reviews and predictions for the economy, business lending, and financial markets in the upcoming year. Get to know the newest trends, chances for growth, and possible risks that could
- [DC.MD.VA Chapter Event - Set-Aside Contracts When Selling or Buying a GovCon…What You Need To Know](https://amaaonline.com/events/dc-md-va-chapter-event-set-aside-contracts-when-selling-or-buying-a-govconwhat-you-need-to-know/) - Set-Aside Contracts When Selling or Buying a GovCon…What You Need To Know Thursday, January 18 4:00-7:00 pm ET Fluet 1751 Pinnacle Drive, Suite 1000 McLean, VA 21101 We are excited to invite you to our upcoming panel discussion, where a group of industry experts will dive into the complexities of set-aside contracts, market trends, and
- [CM&AA Deep Dive Series: Refine Your M&A Playbook to Win More Deals](https://amaaonline.com/events/cmaa-deep-dive-series-refine-your-ma-playbook-to-win-more-deals/) - CM&AA Deep Dive Series: Refine Your M&A Playbook to Win More Deals In the cutthroat middle market M&A space, having money isn't enough in 2024. Success hinges on becoming the buyer of choice while pinpointing the right targets, unearthing potential pitfalls, and navigating complex negotiations with unwavering precision. This program highlights the latest cutting-edge tools
- [CM&AA ONLINE](https://amaaonline.com/events/cmaa-online-4/) - CERTIFIED MERGER & ACQUISITION ADVISORS (CM&AA) COURSE Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. Become a CM&AA and increase your expertise and influence in the market to source and close more deals. Get your certification and earn 40 CPE in five weeks. -------------------------------------------------------------------------------------------------------------------------------------------------------- CLASS SCHEDULE All classes are 9:00 A.M.-2:00
- [South Florida Chapter Event – Holiday Dinner Social](https://amaaonline.com/events/south-florida-chapter-event-holiday-dinner-social/) - Holiday Dinner Social Monday, December 11, 2023 5:00 pm – 8:00 pm Tower Club 100 S.E. 3rd Avenue, 28th Floor Fort Lauderdale, FL 33394 Join us for Holiday Cheers and the last AM&AA South Florida Chapter Social of 2023. Celebrate the holiday season at a dealmaking event networking dinner with private equity executives, lenders,
- [Southern California Chapter Event - Launch Event](https://amaaonline.com/events/southern-california-chapter-event-launch-event/) - Southern California Chapter Launch Event Thursday, December 7th 6:00 - 9:00 pm Irvine Towers 18500 Von Karman Ave, Suite 515 Irvine, CA 92612 You're invited to the inaugural Southern California AM&AA Chapter kickoff event! Meet your executive committee, network with other members, and learn all about AM&AA and the new chapter. Mark your calendar for December
- [Arizona Chapter Event -Holiday Social – Members Only](https://amaaonline.com/events/arizona-chapter-event-holiday-social-members-only/) - Holiday Social – Members Only Wednesday, December 6, 2023 5pm -7pm MST Olive & Ivy Restaurant 7135 E. Camelback Road Scottsdale, AZ 85251 You're invited to join the Arizona Chapter for a festive Holiday Social. Celebrate the holiday season surrounded by M&A professionals, AM&AA members, business owners, and industry leaders. Unwind over delicious food and
- [Rocky Mountain Chapter Event - Curb Your (Economic) Enthusiasm](https://amaaonline.com/events/rocky-mountain-chapter-event-curb-your-economic-enthusiasm/) - Curb Your (Economic) Enthusiasm Wednesday, December 6, 2023 5:00–7:30 PM MST IMA 1705 17th St., Suite #100 Denver, 80202 Curb Your (Economic) Enthusiasm – The economy’s resilience has been a pleasant surprise, but with the economy likely to slow more than expected, where will markets find their need for perpetual access to liquidity as the
- [New York City Chapter Event - NYC Dealmakers - Farewell to 2023 and Hello to 2024](https://amaaonline.com/events/new-york-city-chapter-event-nyc-dealmakers-farewell-to-2023-and-hello-to-2024/) - NYC Dealmakers - Farewell to 2023 and Hello to 2024. Tuesday, December 5th, 2023 5:30-8:30 p.m. ET Ice Miller LLP 1500 Broadway Suite 2900 New York, NY 10036 Network with fellow dealmakers in an intimate gathering. AM&AA is dedicated to helping middle market deal makers engage with each other on a deep level – and
- [AM&AA Member Benefit Webinar: AM&AA Ed|ge](https://amaaonline.com/events/amaa-member-benefit-webinar-amaa-edge/) - AM&AA Member Benefit Webinar: AM&AA Ed|ge Join Executive Director of Memberships at AM&AA, Gina Gallutia as she demonstrates all offerings of AM&AA. Not just a learning platform for educational classes and materials, AM&AA Edge serves as a repository of tools and resources. Gina Gallutia, Executive Director, AM&AA Gina Gallutia is the Executive Director of Memberships
- [Southern Nevada Chapter Event - 2023 Sponsors & Members Only Holiday Lunch](https://amaaonline.com/events/southern-nevada-chapter-event-2023-sponsors-members-only-holiday-lunch/) - 2023 Sponsors & Members Only Holiday Lunch Tuesday, November 28th, 11:00 am - 1:30 pm Fleming's Prime Steakhouse 6515 South Las Vegas Boulevard We're excited to invite you to visit & collaborate on the successes of 2023 and look forward to 2024 as sponsors & members at this exclusive holiday lunch. Connect and strategize
- [Houston Chapter Event - AM&AA Houston Chapter & Private Directors Association Networking](https://amaaonline.com/events/houston-chapter-event-amaa-houston-chapter-private-directors-association-networking/) - AM&AA Houston Chapter & Private Directors Association Networking Event Thursday, November 16th, 2023 5:00 - 7:00 pm Second Draught HTX at The Ion 4201 Main St Suite 130 Houston, Texas Come and be a part of the Annual Joint Networking Event hosted by the AM&AA Houston Chapter and the Private Directors Association Houston Chapter.
- [New England Chapter Event -  Holiday Bowling Bash](https://amaaonline.com/events/new-england-chapter-event-holiday-bowling-bash/) - AM&AA - Octoberfest Networking with XPX AM&AA New England Holiday Bowling Bash Thursday, November 30th, 2023 5:00–7:00 p.m. EST King's Dining & Entertainment 52 Second Ave Burlington, MA 01803 You're invited to join us for an evening of socializing, delicious food, bowling, and the possibility of belting out your favorite tunes at our New England
- [Rocky Mountain & Midwest Chapter Event - Virtual Meet & Greet and Networking Members-Only](https://amaaonline.com/events/rocky-mountain-midwest-chapter-event-virtual-meet-greet-and-networking-members-only/) - Join us for this Joint Members-Only Event Midwest and Rocky Mountain Chapters Virtual Meet & Greet and Networking Members-Only Thursday, November 16th, 2023 1:00-2:00 PM MST The Midwest and Rocky Mountain chapters of AM&AA are pleased to announce our inaugural virtual chapter-to-chapter event. Midwest and Rocky Mountain chapter leaders are jointly planning this event to
- [Dallas-Fort Worth Chapter Event - Private Equity Market Update](https://amaaonline.com/events/dallas-fort-worth-chapter-event-private-equity-market-update/) - Private Equity Market Update Wednesday, November 15th, 2023 7:30 - 9:00 am Park House 100 Highland Park Village Level 3 Dallas, TX 75205 Join the DFW Chapter for a breakfast event featuring a panel of private equity executives discussing current market trends and expectations for 2024. It'll be a fantastic opportunity to hear from
- [DC.MD.VA Chapter Event - Non-Control Investments in Government Contractor Businesses](https://amaaonline.com/events/dc-md-va-chapter-event-non-control-investments-in-government-contractor-businesses/) - Non-Control Investments in Government Contractor Businesses Tuesday, November 14 4:00-7:00 pm ET Greenberg Traurig 1750 Tysons Blvd. Suite 1000 McLean, VA 22102 While buyers typically make control investments when purchasing a government contractor, recently there has been growth in institutional and private investors making minority investments in growth-oriented government contractors who are not yet ready
- [Southern Nevada Chapter Event - Managing M&A Transaction Risk with Insurance](https://amaaonline.com/events/southern-nevada-chapter-event-managing-ma-transaction-risk-with-insurance/) - Managing M&A Transaction Risk with Insurance Tuesday, November 14, 2023 5:30–7:30 p.m. PT Upstairs Private Dining Room @ Sierra Gold 6515 S. Jones Blvd. Las Vegas, NV 89118 Join us for an evening of visiting and discussion with Brown & Brown to review the assumed risks in M&A along with the opportunities available by
- [New England Chapter Event - Member Only M&A Monthly Roundtable](https://amaaonline.com/events/new-england-chapter-event-member-only-ma-monthly-roundtable-5/) - Member Only M&A Monthly Roundtable Thursday, November 9th, 2023 4:00–6:00 p.m. EST Gesmer Updegrove LLP 40 Broad Street Boston, MA 02109 This event is an exclusive member-only roundtable with sessions designed to foster collaboration and facilitate the sharing of deal activity. This is your chance to tap into the expertise of industry leaders
- [Utah Chapter Event - Equity Consideration in M&A](https://amaaonline.com/events/utah-chapter-event-equity-consideration-in-ma/) - Equity Consideration in M&A Thursday, November 9th, 2023 3:30-5:30 p.m. MDT The World Trade Center 60 East South Temple, Suite 2100 Salt Lake City, Utah 84111 Parking available at City Creek Join us for an insightful panel discussion on the critical topic of equity consideration in M&A transactions. This is a complimentary event
- [Tampa Bay Chapter – Athletes Influencing and Impacting Tampa Bay’s Business Community: Life is beyond the game](https://amaaonline.com/events/tampa-bay-chapter-athletes-influencing-and-impacting-tampa-bays-business-community-life-is-beyond-the-game/) - Athletes Influencing and Impacting Tampa Bay’s Business Community: Life is beyond the game Tuesday, November 7th, 2023 8:00–10:00 a.m. ET Palma Ceia Golf & Country Club 1601 S MacDill Ave Tampa, Florida 33629 Professional sports teams impact our local economies. Research shows local economic growth has been generated from the presence of a professional sports team in
- [South Florida Chapter Event – Networking Social](https://amaaonline.com/events/south-florida-chapter-event-networking-social-2/) - South Florida Networking Social Monday, November 13, 2023 5:30 pm – 8:00 pm ET Max's Grille Mizner Park, 404 Plaza Real Boca Raton, FL 33432 The South Florida Chapter is thrilled to announce an upcoming chapter event that you won't want to miss! Join us to connect with other members of the M&A community as
- [Detroit Chapter - Bill McCalpin Speaking](https://amaaonline.com/events/detroit-chapter-bill-mccalpin-speaking/) - Bill McCalpin Speaking Wednesday, November 1, 2023 4:30-7:00 P.M Plante Moran Offices 3000 Town Center, Suite 100 Southfield, MI 48075 You're invited to our next chapter event where Bill McCalpin will be presenting on the state of M&A through Q3. Mark your calendar and plan on joining us to hear key insights about how to
- [Arizona Chapter Event -How to Get Deals Done in the Current Market  How Experienced M&A Professionals Have Managed to Close Deals in Challenging Times](https://amaaonline.com/events/arizona-chapter-event-how-to-get-deals-done-in-the-current-market-how-experienced-ma-professionals-have-managed-to-close-deals-in-challenging-times/) - How to Get Deals Done in the Current Market How Experienced M&A Professionals Have Managed to Close Deals in Challenging Times Wednesday, October 25, 2023 7:30–9:00 a.m. MT Arizona Country Club 5668 E. Orange Blossom Lane Phoenix, AZ 85018 Our panel of M&A professionals will share insights and tips on how to get deals done
- [Midwest Chapter Event - M&A Market Update](https://amaaonline.com/events/midwest-chapter-event-ma-market-update/) - M&A Market Update Tuesday, October 24, 2023 4:30–6:30 p.m. Central **Venue Change** Convene - Willis Tower 233 South Wacker Chicago, IL 60606 Bill McAlpin will be presenting AMAA Survey data on the state of the M&A market. We will follow with a panel discussion on the market with M&A advisors. AM&AA Members: $40 || Non-Member
- [DC.MD.VA Chapter Event - Cybersecurity and M&A:  The State of Market, Trends, Drivers, and Future Predictions](https://amaaonline.com/events/dc-md-va-chapter-event-cybersecurity-and-ma-the-state-of-market-trends-drivers-and-future-predictions-2/) - Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions Thursday, October 19, 2023 4:00–7:00 p.m. ET The Tower Club Tysons Corner 8000 Towers Crescent Drive, Suite 1700 Vienna, VA 22182 Join an expert group of panelists at the 4th annual Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions
- [Houston Chapter Event - Structuring the Deal](https://amaaonline.com/events/houston-chapter-event-structuring-the-deal/) - Structuring the Deal Thursday, October 19th, 2023 7:30 am - 9:00 am The Briar Club 2603 Timmons Ln Houston, TX 77027 Deal structure varies almost as much as the Texas weather. In this session, you’ll hear from buy-side experts on what is happening in the marketplace. They’ll talk about the various buyers, transaction trends,
- [New England Chapter Event -  AM&AA - Octoberfest Networking with XPX](https://amaaonline.com/events/new-england-chapter-event-amaa-octoberfest-networking-with-xpx/) - AM&AA - Octoberfest Networking with XPX Thursday, October 12th,2023 4:00–8:00 p.m. EST Lord Hobo Brewery 5 Draper St. Woburn, MA 01801 Join the New England Chapter and XPX for a special evening of networking, where you can connect with fellow M&A professionals, indulge in refreshing drinks, and savor appetizers. This event is an exclusive
- [Dallas-Fort Worth Chapter Event - Fall Happy Hour](https://amaaonline.com/events/dallas-fort-worth-chapter-event-fall-happy-hour-2/) - DFW Chapter Fall Happy Hour Wednesday, October 11th, 2023 5:00 pm - 7:00 pm The Henry 2301 N Akard St Suite 250 Dallas, TX 75201 Join the DFW Chapter for a night of cocktails and conversations with the Dallas M&A Community. This will be a friendly and relaxed event to connect with professionals in our
- [Dallas-Fort Worth Chapter Event - AM&AA DFW Chapter Happy Hour](https://amaaonline.com/events/dallas-fort-worth-chapter-event-amaa-dfw-chapter-happy-hour/) - AM&AA DFW Chapter Happy Hour Wednesday, October 19, 2022 5:00–7:00 P.M. CDT The Henry 2301 North Akard Dallas, TX 75201 (Parking garage available) We are in the midst of a new season. Isn't it time to get together again? Join your AM&AA DFW Chapter for an all-new happy hour event. This is a fun opportunity
- [South Florida Chapter Event – AM&AA South Florida Networking Social](https://amaaonline.com/events/south-florida-chapter-event-amaa-south-florida-networking-social/) - AM&AA South Florida Networking Social Tuesday, October 10, 2023 5:30 pm – 8:00 pm ET Level 6 Rooftop 3480 Main Highway, 6th Floor Coconut Grove, FL 33133 The South Florida Chapter has an exciting chapter event coming up—and you're invited! Join us for a chance to network with chapter members and local M&A peers over
- [Long Island Chapter Event - Fall Social at Arizona Beverages](https://amaaonline.com/events/long-island-chapter-event-fall-social-at-arizona-beverages/) - AM&AA Long Island Chapter Fall Social at Arizona Beverages Thursday, October 5, 2023 8:30–10:30 a.m. ET Arizona Beverages USA Penthouse Room, One Arizona Plaza Woodbury NY 11797 You're invited to an exciting Fall Social hosted by the AM&AA Long Island Chapter! Join us for a morning filled with networking opportunities, dealmaking prospects, and an unique experience at
- [Rocky Mountain Chapter Event -  Member-only Dinner & Dialogue](https://amaaonline.com/events/rocky-mountain-chapter-event-member-only-dinner-dialogue/) - Member-only Dinner & Dialogue Tuesday, September 26, 2023 5:30–8:30 PM MST Attimo Wine 2246 Larimer St, Denver, CO 80205 Join the Rocky Mountain Chapter for our first-ever Member-only Dinner & Dialogue event. Designed as a small-group event, this dinner offers attendees the opportunity to network with fellow AM&AA members over a coursed wine-pairing dinner. Throughout
- [Tampa Bay Chapter – The Tampa Bay Gastronomic Evolution:  Restaurant Industry Leaders Share Their Stories](https://amaaonline.com/events/tampa-bay-chapter-the-tampa-bay-gastronomic-evolution-restaurant-industry-leaders-share-their-stories/) - The Tampa Bay Gastronomic Evolution: Restaurant Industry Leaders Share Their Stories Tuesday, September 26th, 2023 8:00–10:00 a.m. ET Palma Ceia Golf & Country Club 1601 S MacDill Ave Tampa, Florida 33629 Tampa's culinary scene is going through a significant transformation. Once dominated by fast food and chain restaurants, a growing appreciation for local, organically grown
- [New England Chapter Event - Artificial Intelligence and Machine Learning in Dealmaking](https://amaaonline.com/events/new-england-chapter-event-artificial-intelligence-and-machine-learning-in-dealmaking/) - Artificial Intelligence and Machine Learning in Dealmaking Tuesday, September 26th, 2023 4:00–7:00 p.m. EST Burns & Levinson 125 High Street, Boston, MA You are invited to a joint upcoming event of the AM&AA New England Chapter and the Massachusetts Society of CPAs that will delve into the fascinating world of AI and machine learning
- [DC.MD.VA Chapter Event - Raise Your Glass:  Happy Hour at American Prime](https://amaaonline.com/events/dc-md-va-chapter-event-raise-your-glass-happy-hour-at-american-prime/) - Raise Your Glass: Happy Hour at American Prime Thursday, September 21, 2023 5:30-7:30 pm ET American Prime 1420 Spring Hill Road McLean, VA 22102 Join us at American Prime in Tysons Corner for an evening of drinks, heavy appetizers, and best of all, great company! Get ready to welcome the fall season by reconnecting with
- [Houston Chapter Event -  The Shifting Directions of the Energy Markets:  What Happens When Reality Sets In](https://amaaonline.com/events/houston-chapter-event-the-shifting-directions-of-the-energy-markets-what-happens-when-reality-sets-in/) - The Shifting Directions of the Energy Markets: What Happens When Reality Sets In Thursday, September 21, 2023 11:30 A.M.–1:15 P.M. CST The Briar Club 2603 Timmons Lane Houston, TX 77027 The energy markets have taken different directions, but the realities may be different from what we see on the news. Join the AM&AA Houston Chapter
- [Utah Chapter Event - Cool Off with Curling](https://amaaonline.com/events/utah-chapter-event-cool-off-with-curling/) - Cool Off with Curling Tuesday, September 19th, 2023 11:00 a.m. - 1:30 p.m. MDT Utah Olympic Oval 5662 Cougar Ln, Kearns, UT 84118 Join us at the Utah AM&AA Chapter social event for a refreshing way to beat the heat of summer and embrace the upcoming fall season. Ever wonder if curling really is
- [New England Chapter Event - Member Only M&A Monthly Roundtable](https://amaaonline.com/events/new-england-chapter-event-member-only-ma-monthly-roundtable-4/) - Member Only M&A Monthly Roundtable Thursday, September 14, 2023 4:00–6:00 p.m. EST Gesmer Updegrove LLP 40 Broad Street Boston, MA 02109 Please join us to learn about how the advent of artificial intelligence and machine learning could impact dealmaking and its professionals both now and in the future. Participants will: Recognize and identify the characteristics
- [Austin Chapter Event - Kickoff Happy Hour](https://amaaonline.com/events/austin-chapter-event-kickoff-happy-hour/) - Kickoff Happy Hour Thursday, September 14th 4:30 - 6:30 pm Westlake Wine Bar 3801 N Capital of Texas Hwy A-180, Austin, TX 78746 You're invited to the inaugural Austin AM&AA Chapter kickoff event! Meet your executive committee, network with other members, and learn all about AM&AA and the new chapter—all while enjoying a relaxing happy
- [Arizona Chapter Event -Welcome Back Coffee and Social](https://amaaonline.com/events/arizona-chapter-event-welcome-back-coffee-and-social/) - Welcome Back Coffee and Social Wednesday, September 13 7:30- 9:00 am MST *New location in Old Scottsdale* Schmooze 4222 N Marshall Way Scottsdale, AZ 85251 You're invited to join us for a continental breakfast and reconnect with your fellow AM&AA members. This is a fantastic opportunity to build your professional community and get to know
- [Dallas-Fort Worth Chapter Event - State of the Market & Sell-Side Deal Flow](https://amaaonline.com/events/dallas-fort-worth-chapter-event-state-of-the-market-sell-side-deal-flow/) - State of the Market & Sell-Side Deal Flow Wednesday, September 13th, 2023 7:30 a.m. - 9:30 a.m. Park House Dallas 100 Highland Park Village Dallas, TX 75205 The DFW Chapter has always prioritized the supply of high-quality deal flow. In this panel discussion, our panel speakers will delve into the current status of deal flow
- [Houston Chapter Event - Houston Chapter Members Only Dinner](https://amaaonline.com/events/houston-chapter-event-houston-chapter-members-only-dinner/) - Houston Chapter Members Only Dinner Thursday, August 31st, 2023 5:30 pm-9:00 pm Porta'Vino Restaurant 7800 Washington Ave #550, Houston, TX 77007 AM&AA is about making connections, doing deals, and working together. Join your fellow AM&AA Houston Chapter members at this exclusive members-only event. We'll start with networking and then sit down for a three-course
- [Executive Education: CM&AA Modules](https://amaaonline.com/events/executive-education-cmaa-modules/) - Three executive education classes that start Tuesday, July 12 at 8:00 a.m. and end Wednesday, July 13 at 12:00 p.m. These classes immediately precede the 2022 Summer Conference. Instructors will cover topics including Private Capital Markets: How Deals Get Done, M&A Process & Best Practices, and Strategic Buyer Process. Join industry experts as they lead the class through
- [AM&AA 2023 Winter Conference](https://amaaonline.com/events/amaa-2023-winter-conference/) - AM&AA Winter Conference The AM&AA Winter Conference is an annual event delivering exceptional educational content and networking opportunities, providing sponsors, attendees and speakers valuable face-to-face time. The line-up of professionals attending includes executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPAs, attorneys, business valuators, consultants, and other M&A
- [AM&AA 2023 Summer Conference](https://amaaonline.com/events/amaa-2023-summer-conference/) - The AM&AA Summer Conference is an annual event delivering exceptional educational content and networking opportunities, providing sponsors, attendees and speakers valuable face-to-face time. The line-up of professionals attending includes executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPAs, attorneys, business valuators, consultants, and other M&A advisors, representing countries
- [Connect 2021 - AM&AA Summer Conference](https://amaaonline.com/events/connect-2021-amaa-summer-conference/) - The AM&AA Summer Conference, Connect 2021 provides a unique opportunity to connect with middle-market decision-makers representing corporate and institutional sellers and buyers of businesses ranging broadly from $5 million to $500 million in transaction value. Register today!
- [AM&AA 2022 Winter Conference](https://amaaonline.com/events/amaa-2022-winter-conference/) - AM&AA Winter Conference Kickoff 2022 with the AM&AA Winter Conference—live and in-person in Charleston, South Carolina! Join industry influencers from M&A advisors, investment bankers, capital providers, and more for renowned education, advanced certifications, and deal making opportunities for every middle-market professional. Now is your chance to save your seat alongside leading professionals from all across
- [AM&AA 2022 Summer Conference](https://amaaonline.com/events/amaa-2022-summer-conference/)
- [AM&AA 2023 Winter Conference](https://amaaonline.com/events/amaa-2023-winter-conference-2/) - The AM&AA Winter Conference is an annual event delivering exceptional educational content and networking opportunities, providing sponsors, attendees and speakers valuable face-to-face time. The line-up of professionals attending includes executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPAs, attorneys, business valuators, consultants, and other M&A advisors, representing countries
- [Rocky Mountain Chapter Event -  End-of-Summer Happy Hour](https://amaaonline.com/events/rocky-mountain-chapter-event-end-of-summer-happy-hour/) - End-of-Summer Happy Hour Tuesday, August 15, 2023 4:00–6:00 p.m. MST Derecho 2817 E 3rd Ave, Denver, CO 80206 Join the AM&AA Rocky Mountain Chapter for a lively and relaxing happy hour relishing the end of the summer season. This is your chance to unwind over good food, drinks, and even better company. Expand your community,
- [New England Chapter Event - Member Only M&A Monthly Roundtable](https://amaaonline.com/events/new-england-chapter-event-member-only-ma-monthly-roundtable-3/) - Member Only M&A Monthly Roundtable Thursday, August 10, 2023 4:00–6:00 p.m. EST Gesmer Updegrove LLP 40 Broad Street Boston, MA 02109 Join the New England Chapter for an upcoming, exclusive member-only, deal-making opportunity, where you can network with fellow members, share deal activity, and explore opportunities. Our member-only event is the perfect chance to learn
- [Southern Nevada Chapter Event - Unwinding a Failed Deal](https://amaaonline.com/events/southern-nevada-chapter-event-unwinding-a-failed-deal/) - Unwinding a Failed Deal Tuesday, August 8th, 5:30-7:30 pm Upstairs Private Dining Room @ Sierra Gold 6515 S. Jones Blvd. Las Vegas, NV 89118 We're excited to invite you to an engaging panel discussion featuring Adam Dawson, CEO of Capstone Capital Wealth Advisors, along with the remarkable leadership team of a local business. Get ready
- [Detroit Chapter - New Chapter Meet and Greet](https://amaaonline.com/events/detroit-chapter-new-chapter-meet-and-greet/) - New Chapter Meet and Greet Tuesday, August 8, 2023 4:30-7:00 P.M Venue Doeren Mayhew Offices 305 West Big Beaver Rd., Ste. 200 Troy, Michigan 48084 . The Detroit Chapter is proud to invite you to our second in-person networking event. Join a growing community and get in on the ground floor as we build our
- [AM&AA Webinar - Market Survey Report](https://amaaonline.com/events/amaa-webinar-market-survey-report/) - AM&AA Market Survey Report Join us for the next AM&AA Market Survey Report Webinar. You won't want to miss this chance to learn from our extensive market survey data. Here's all you stand to gain from this webinar: Explore the results of the National Q3 2023 M&A Market Survey with detailed data reported on over
- [Dallas-Fort Worth Chapter Event - Joint Summer Happy Hour Event](https://amaaonline.com/events/dallas-fort-worth-chapter-event-joint-summer-happy-hour-event/) - Joint Summer Happy Hour Event 3 Nations Brewing 1033 Vandergriff Dr, Carrollton, TX 75006 July 27, 4-7 PM Member Pricing: $50 Non-Member Pricing; $65 Come be a part of an unforgettable evening filled with networking opportunities, refreshing craft beer, and the vibrant spirit of summer at 3 Nations Brewing. We are thrilled to join with
- [Long Island Chapter Event - Summer Social at Del Vino's Vineyard](https://amaaonline.com/events/long-island-chapter-event-summer-social-at-del-vinos-vineyard/) - Summer Social at Del Vino's Vineyard Wednesday, July 19th, 2023 6:00-8:30 pm Del Vino Vineyards Upper Room 29 Norwood Rd, Northport, NY 11768 You're invited to an exciting Summer Social hosted by the AM&AA Long Island Chapter! Join us for an evening filled with networking opportunities, dealmaking prospects, and an unique experience at one of
- [NE Ohio Chapter Event - Summer Social](https://amaaonline.com/events/ne-ohio-chapter-event-summer-social/) - NE Ohio Chapter Summer Social Thursday, July 20th, 2023 5:00-8:00 p.m. Venue BrewDog Outpost Cleveland 1956 Carter Road Cleveland, OH, 44113, US Join us at the NE Ohio Chapter Summer Social as we raise our glasses to welcome in the summer season. Take this chance to unwind, savor delicious beverages, and engage in conversations with
- [CM&AA ONLINE](https://amaaonline.com/events/cmaa-online-3/) - CERTIFIED MERGER & ACQUISITION ADVISORS COURSE Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. Become a CM&AA and increase your expertise and influence in the market to source and close more deals. Get your certification and earn 40 CPE in 5 weeks. COURSE DETAILS Online CM&AA course starts October 17,
- [New England Chapter Event - Member Only M&A Monthly Roundtable](https://amaaonline.com/events/new-england-chapter-event-member-only-ma-monthly-roundtable-2/) - Member Only M&A Monthly Roundtable Thursday, July 13, 2023 4:00–6:00 p.m. EST Gesmer Updegrove LLP 40 Broad Street Boston, MA 02109 Join the New England Chapter for an upcoming, exclusive member-only, deal-making opportunity, where you can network with fellow members, share deal activity, and explore opportunities. Our member-only event is the perfect chance to learn
- [CM&AA ONLINE](https://amaaonline.com/events/cmaa-online-2/) - CERTIFIED MERGER & ACQUISITION ADVISORS COURSE Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. Become a CM&AA and increase your expertise and influence in the market to source and close more deals. Get your certification and earn 40 CPE in 5 weeks. Online CM&AA course starts May 30, 2023 and ends June
- [DC.MD.VA Chapter Event - Swing, Sip, and Socialize](https://amaaonline.com/events/dc-md-va-chapter-event-swing-sip-and-socialize/) - Swing, Sip, and Socialize Thursday, June 29, 2023 5:00-7:00pm ET The Perch at Capital One Center 1805 Capital One Drive, 11th Floor, Tysons, VA 22102 Members & Non-members: Complimentary
- [Rocky Mountain Chapter Event - An Owner's Perspective on Selling a Business](https://amaaonline.com/events/rocky-mountain-chapter-event-an-owners-perspective-on-selling-a-business/) - An Owner's Perspective on Selling a Business Tuesday, May 23, 2023 5:00–7:00 p.m. MST IMA Colorado 1705 17th St., Suite #100 Denver, 80202 Join the AM&AA Rocky Mountain Chapter for a panel discussion of the process of selling a business from a business owner's perspective. This is your opportunity to learn more about the experience
- [Houston Chapter Event - After the Deal - Capturing Value and Creating  a Better Business Through Post-Merger Integration](https://amaaonline.com/events/houston-chapter-event-part-6-deal-lifecycle-series-post-transaction-maintaining-value/) - Deal Lifecycle Series: After the Deal - Capturing Value and Creating a Better Business Through Post-Merger Integration Thursday, May 18, 2023 7:30 a.m. - 9:15 a.m. The Briar Club 2603 Timmons Lane Houston, TX 77027 (Complimentary parking in the parking garage, Level 3) When an acquisition closes, the buyer’s work is far from over. Stabilizing and then
- [Midwest Chapter Event - Spring Networking Social](https://amaaonline.com/events/midwest-chapter-event-spring-networking-social/) - Spring Networking Social Thursday, May 18, 2023 4:00–7:00 p.m. CT Beatrix Fulton Market 834 West Fulton Market Chicago, IL 60607 Join us for this excellent opportunity to connect and mingle with fellow professionals while enjoying a variety of delicious hot and cold appetizers, as well as an open bar. In addition,there will be a National Update
- [Tampa Bay Chapter – Tampa Bay Entrepreneurial Ecosystem:  From Cradle to Grave ](https://amaaonline.com/events/tampa-bay-chapter-tampa-bay-entrepreneurial-ecosystem-from-cradle-to-grave/) - Tampa Bay Entrepreneurial Ecosystem: From Cradle to Grave Tuesday, May 16, 2023 8:00–10:00 a.m. ET University of Tampa, Lowth Entrepreneurships Center 820 West North A. Street, 8th Floor Tampa, FL 33606 Join us to discuss the current state of the Tampa Bay Ecosystem and how the ecosystem supports the growth of our local companies from
- [CM&AA IN-PERSON](https://amaaonline.com/events/cmaa-in-person/) - CERTIFIED MERGER & ACQUISITION ADVISORS COURSE Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. Become a CM&AA and increase your expertise and influence in the market to source and close more deals. Get your certification and earn 40 CPE in 5 weeks. COURSE DETAILS CM&AA Salt Lake City will start Monday, May
- [DC.MD.VA Chapter Event - Transactions: Comparing LBOs, ESOPs,  & Third Party Transfers](https://amaaonline.com/events/dc-md-va-chapter-event-transactions-comparing-lbos-esops-third-party-transfers/) - Transactions: Comparing LBOs, ESOPs, & Third Party Transfers Tuesday, May 9, 2023 4:00–7:00 p.m. ET UBS Financial Services 1800 Tysons Blvd., Suite 550 McLean, VA 22102 Join the DC/MD/VA Chapter for Part 1 of a two-part series focused on the different stages of the M&A process. During Part 1, you will hear expert knowledge from
- [New England Chapter Event - Network and Nosh](https://amaaonline.com/events/new-england-chapter-event-network-and-nosh/) - Network and Nosh Thursday, May 11, 2023 4:00–6:30 p.m. EST Craft Food Hall 200 5th Avenue Waltham, MA Make new connections! Catch up with friends! And take a 10-minute break to learn latest trends with B-to-B Marketing from SC Digital. Craft beers and delicious food will be on-hand so don't miss out! AM&AA Members: $40 | Non-Members:
- [South Florida Chapter Event – "The Good, The Bad, & The Ugly of Selling Your Business" Webinar](https://amaaonline.com/events/south-florida-chapter-event-ma-update-and-trends-copy/) - "The Good, The Bad, & The Ugly of Selling Your Business" Webinar Thursday, May 11, 20238:30 a.m.–9:30 a.m. ETIf you are a business owner who has determined to sell your business or are considering selling your business, this webinar will help highlight for you what to expect generally in terms of the M&A sale process,
- [Detroit Chapter - Networking Event](https://amaaonline.com/events/detroit-chapter-networking-event/) - Detroit Chapter Networking Event Wednesday, May 10, 2023 5:00-7:00 P.M Venue Warner Norcross + Judd 2715 Woodward Avenue, Suite 300 Detroit, MI 48201 It is the start of something new! The Detroit Chapter is proud to announce the first in-person event. Join a growing community at the ground floor of a brand new chapter. Come
- [Southern Nevada Chapter Event - How to Prepare a Business Owner's Estate Plan for Success...  And Avoid Failure](https://amaaonline.com/events/southern-nevada-chapter-event-how-to-prepare-a-business-owners-estate-plan-for-success-and-avoid-failure/) - How to Prepare a Business Owner's Estate Plan for Success... And Avoid Failure Presented By S. Craig Stone II, Esq. of Stone Law Offices Tuesday, May 9, 2023 5:30–7:30 p.m. PDT Upstairs Private Dinning Room @ Sierra Gold 6515 S. Jones Blvd. Las Vegas, NV 89118 Business owners have unique assets & needs that
- [Utah Chapter Event - Key Connections: An AM&AA and CM&AA Mixer](https://amaaonline.com/events/utah-chapter-event-key-connections-an-amaa-and-cmaa-mixer/) - Key Connections: An AM&AA and CM&AA Mixer Thursday, May 4, 2023 5:00-7:00 p.m. MDT Key Bank Tower at City Creek Tanner LLC, Suite 500 36 S State Street Salt Lake City, UT 84111 Take advantage of this upcoming, complimentary Utah Chapter event. Get a chance to network and connect with fellow M&A peers and
- [Arizona Chapter Event -End of Season Networking Happy Hour](https://amaaonline.com/events/arizona-chapter-event-end-of-season-networking-happy-hour/) - End of Season Networking Happy Hour Wednesday, May 3, 2023 5:00–6:30 p.m. MST Paradise Valley Country Club 7101 N. Tatum Blvd Paradise Valley, AZ 85253 On-site self-parking Join us for cocktails and networking. Member: $25 | Non Member: $75
- [Dallas-Fort Worth Chapter Event - From LOI to Purchase Agreement - A Discussion on Trends in Deal Documents and Due Diligence](https://amaaonline.com/events/dallas-fort-worth-chapter-event-from-loi-to-purchase-agreement-a-discussion-on-trends-in-deal-documents-and-due-diligence/) - From LOI to Purchase Agreement - A Discussion on Trends in Deal Documents and Due Diligence Wednesday, May 3, 2023 7:30 a.m. - 9:30 a.m. Park House Dallas 100 Highland Park Village Dallas, TX 75205 Join us for breakfast and a fireside chat where our panelists will share their insights into navigating the process from LOI
- [South Florida Chapter Event – M&A Update and Trends](https://amaaonline.com/events/south-florida-chapter-event-ma-update-and-trends/) - M&A Update and Trends Tuesday, May 2, 2023 11:30 a.m.–1:30 p.m. ET Fort Lauderdale Yacht Club 1725 SE 12 Street Fort Lauderdale, FL 33316 Join us to hear about economic and geopolitical uncertainties that have created headwinds and new opportunities. A reset in the debt markets, valuations, availability of capital and the general economic climate
- [DC.MD.VA Chapter Event - Sporting Clays Event](https://amaaonline.com/events/dc-md-va-chapter-event-sporting-clays-event/) - Join us for the upcoming DC.MD.VA Chapter event Sporting Clays Event Thursday, April 20, 2023 2:00–5:00 p.m. ET Bull Run Shooting Center 7700 Bull Run Drive Centreville, VA 20121 Happy Hour takes place afterwards at: Sweetwater Tavern 14250 Sweetwater Ln Centreville, VA 20121 Join the DC/MD/VA Chapter for our very first event of the calendar year! Come
- [Houston Chapter Event - Part 5: Deal Lifecycle Series: Capitalizing on Overlooked Markets - Strategies for Increasing Access to Capital to Underserved Segments.](https://amaaonline.com/events/houston-chapter-event-part-5-deal-lifecycle-series-access-to-capital/) - Join us on Thursday, April 20th, for a continuation of the Deal Lifecycle Series: Capitalizing on Overlooked Markets - Strategies for Increasing Access to Capital to Underserved Segments. We’ll learn first-hand how the market is pivoting to provide capital for underserved populations, including statistics and trends in specific segments. From this panel, you will walk
- [Utah Chapter Event - 2023 Economic Update with Phil Dean,  Chief Economist Kem C. Gardner Policy Institute](https://amaaonline.com/events/utah-chapter-event-2023-economic-update-with-phil-dean-chief-economist-kem-c-gardner-policy-institute/) - 2023 Economic Update with Phil Dean, Chief Economist Kem C. Gardner Policy Institute Wednesday, April 19, 2023 3:30-5:30 p.m. MT The Ken Garff Scholarship Club (South Endzone at Rice Eccles Stadium) 451 South 1400 East Salt Lake City, UT Free Parking at the West Stadium entrance The Utah Chapter of the AM&AA invites you
- [Dallas-Fort Worth Chapter Event - Disruptive Trends in Diligence](https://amaaonline.com/events/dallas-fort-worth-chapter-event-disruptive-trends-in-diligence/) - Disruptive Trends in Diligence Wednesday, March 22, 2023 7:30–9:00 a.m. CST Park House Dallas 100 Highland Park Village Dallas, TX 75205 AM&AA Members: $25 || Non-Member Guests: $45
- [Arizona Chapter Event -Chip Manufacturing and Technology Sector Economic Impact for AZ](https://amaaonline.com/events/arizona-chapter-event-chip-manufacturing-and-technology-sector-economic-impact-for-az/) - Chip Manufacturing and Technology Sector Economic Impact for AZ Wednesday, March 22nd, 2023 7:30–9:00 a.m. MST Paradise Valley Country Club 7101 N. Tatum Blvd Paradise Valley, AZ 85253 On-site self-parking Join us for a continental breakfast and to learn more about the AZ technology industry. Meet the speaker Chris Camacho serves as President and
- [Houston Chapter Event - A Deep Dive Into The M&A Market](https://amaaonline.com/events/houston-chapter-event-market-update-study/) - A Deep Dive Into The M&A Market Thursday, March 16, 2023 7:30 a.m. - 9:15 a.m. The Briar Club 2603 Timmons Lane Houston, TX 77027 (Complimentary parking in the parking garage, Level 3) Join us as Bill McCalpin, CEO and Founder of DealWare,Inc., shares exclusive insights into the 2022 market including the factors behind price
- [New York City Chapter Event - NYC Chapter Networking Event](https://amaaonline.com/events/new-york-city-chapter-event-nyc-chapter-networking-event/) - NYC Chapter Networking Event Tuesday, March 14, 2022 5:30-8:00 p.m. ET Ice Miller Offices 1500 Broadway, 29th Floor New York, NY 10036 Join us for an exciting and informative networking experience. Whether you're a seasoned professional or just starting out, there is much to be gained from attending. Its an opportunity to: Get valuable insights
- [NE Ohio Chapter Event - Networking Social](https://amaaonline.com/events/ne-ohio-chapter-event-networking-social-2/) - NE Ohio Chapter Networking Social Thursday, March 2, 2023 5:00-7:00 p.m. ET Alley Cat Oyster Bar 1056 Old River Rd Cleveland, OH 44113 Join us for our first event of the new year. This networking and social event for NE Ohio middle-market M&A deal professionals is your chance to mingle with your colleagues
- [Rocky Mountain Chapter Event -  Kick-Off Happy Hour](https://amaaonline.com/events/rocky-mountain-chapter-event-kick-off-happy-hour/) - AM&AA Rocky Mountain Chapter Kick-Off Happy Hour Tuesday, February 28, 2023 5:00–7:30 p.m. MST Clayton Hotel & Members Club 233 Clayton Street Denver, CO 80206 Join the AM&AA Rocky Mountain Chapter for our 2023 Kick-Off Happy Hour. This is your opportunity to learn more about the organization, receive an overview of 2023 programming,
- [Midwest Chapter Event - 2022 M&A Market Review and 2023 Predictions](https://amaaonline.com/events/midwest-chapter-event-2022-ma-market-review-and-2023-predictions/) - 2022 M&A Market Review and 2023 Predictions Thursday, February 23, 2023 4:30–6:00 p.m. CST This virtual event will begin with Bill McCalpin, Founder/CEO, Capitalize Network and Bob Wegbreit, Executive Director, GF Data presenting M&A statistics and trends for 2022, including the most recent quarter. Following their presentation, a panel of M&A experts will discuss 2022
- [Dallas-Fort Worth Chapter Event - Networking Happy Hour](https://amaaonline.com/events/dallas-fort-worth-chapter-event-networking-happy-hour/) - Networking Happy Hour Wednesday, February 22, 2023 5:00–7:00 p.m. CST The Henry 2301 North Akard Dallas, TX 75201 (Parking garage available) Join your AM&AA DFW Chapter at The Henry for the first Networking Happy Hour event of the year. Network with M&A professionals, discuss deal flow, and enjoy drinks and hors d'oeuvres. AM&AA Members: $25 |
- [Houston Chapter Event - Part 4: Deal Lifecycle Series - Deal Execution](https://amaaonline.com/events/houston-chapter-event-part-4-deal-lifecycle-series-deal-execution/) - Part 4 of the Deal Lifecycle Series: Deal Execution Thursday, February 16, 2023 7:30–9:15 A.M. CST The Briar Club 2603 Timmons Lane Houston, TX 77027 Learn how to walk through the process of executing a deal. Hear from experienced transaction attorney Bill Boyar with BoyarMiller, CPA Michael Landers with UHY, and Chuck Hendee, an owner
- [New England Chapter Event - Winter Social](https://amaaonline.com/events/new-england-chapter-event-winter-social/) - Winter Social Thursday, February 16, 2023 4:00–8:00 p.m. EST Jack's Abby Beer Hall 100 Clinton Street Framingham, MA 01702 Get ready for the first AM&AA New England Chapter event of 2023. In collaboration with XPX Greater Boston, join us at Jack Abby's for a social event to set the tone for an eventful year.
- [Southern Nevada Chapter Event - Life After the Sale - Why Think About It Now?](https://amaaonline.com/events/southern-nevada-chapter-event-life-after-the-sale-why-think-about-it-now/) - Life After the Sale - Why Think About It Now? Tuesday, February 7, 2023 5:30–7:30 p.m. PST Upstairs Private Dinning Room @ Sierra Gold 6515 S. Jones Blvd. Las Vegas, NV 89118 Join us as Chris Considine, National Director of Planning at Zions Wealth Management, visits for a discussion on life after the sale—what to
- [Arizona Chapter Event - 2023 Economy and Markets – Current State and Outlook](https://amaaonline.com/events/arizona-chapter-event-2023-economy-and-markets-current-state-and-outlook/) - 2023 Economy and Markets – Current State and Outlook Wednesday, January 25th, 2023 7:30–9:00 a.m. MST Paradise Valley Country Club 7101 N. Tatum Blvd Paradise Valley, AZ 85253 On-site self-parking Join us for a continental breakfast and to learn more about the economy and markets. Meet the speaker Larry Tekler is a Family Wealth Investment
- [Utah Chapter Event - "Brewing Up" Insights from the M&A Process](https://amaaonline.com/events/utah-chapter-event-brewing-up-insights-from-the-ma-process/) - "Brewing Up" Insights from the M&A Process Tuesday, January 24, 2023 3:30-5:30 p.m. MT Uinta Brewing Company 1722 South Fremont Drive Salt Lake City, UT 84101 Kick off the new year with an exclusive Utah Chapter experience at Uinta Brewing. A panel of local M&A experts will join Uinta's management team in an
- [South Florida Chapter Event – Teeing Up for 2023 Success](https://amaaonline.com/events/south-florida-chapter-event-teeing-up-for-2023-success/) - Teeing Up for 2023 Success Tuesday, January 24, 2023 6:00–9:00 p.m. ET Topgolf Miami Gardens (Golden Glades) 17321 NW 7th Ave. Miami Garden, Florida 33169 Have you completed your 2022 deals and are ready to kick off 2023 in style? The AM&AA South Florida Chapter is hosting a networking event at Topgolf to get the
- [Long Island Chapter Event - 2023 Economic & Market Outlook](https://amaaonline.com/events/long-island-chapter-event-2023-economic-market-outlook/) - 2023 Economic & Market Outlook Thursday, January 19, 2023 8:00-10:00 a.m. ET The Mansion at Oyster Bay 1 South Woods Road Woodbury, NY 11797 The investment landscape remains complicated as we look forward to the new year. Multiple headwinds ranging from decades of high inflation and aggressive policy tightening to geopolitical tensions continue to
- [Dallas-Fort Worth Chapter Event - Turbulent Times: A Credit Market Update](https://amaaonline.com/events/dallas-fort-worth-chapter-event-turbulent-times-a-credit-market-update/) - Turbulent Times: A Credit Market Update Wednesday, January 18, 2023 7:30–9:00 a.m. CST Park House Dallas 100 Highland Park Village Dallas, TX 75205 Join us for a panel discussion focusing on the unsteady credit markets middle-market companies are facing for financing and acquisitions. AM&AA Members: $24 | Non-Member Guests: $40
- [Houston Chapter Event - Energy and the Economy: How Are You Liking Me Now?](https://amaaonline.com/events/houston-chapter-event-energy-and-the-economy-how-are-you-liking-me-now/) - Energy and the Economy: How Are You Liking Me Now? Wednesday, January 18, 2023 7:30 a.m. - 9:15 a.m. The Briar Club 2603 Timmons Lane Houston, TX 77027 (Complimentary parking in the parking garage, Level 3) Dan Pickering, Chief Investment Officer of Pickering Energy Partners presents "Energy and The Economy: How Are You Liking Me
- [Tampa Bay Chapter – Tampa Bay Deal of the Year Award](https://amaaonline.com/events/tampa-bay-chapter-tampa-bay-deal-of-the-year-award/) - Tampa Bay Deal of the Year Award Tuesday, January 10, 2023 5:30–8:30 p.m. EST Palma Ceia Golf & Country Club 1601 S. MacDill Ave Tampa, FL 33629 The AM&AA Tampa Bay Chapter Deal of the Year Awards celebrates Tampa Bay’s thriving middle-market business community and honors locals who drive middle-market growth. Nominated deals and deal
- [Gulf Coast Chapter Event - Networking Social](https://amaaonline.com/events/gulf-coast-chapter-networking-event/) - Gulf Coast Chapter Networking Event Thursday, April 28, 2022 5:30-7:30 P.M Venue The Goodman at Village Towers 9655 Katy Freeway, Ste 600 Houston, TX 77024 We're back in action! The Gulf Coast Chapter is proud to announce the first in-person event in over two years. Come join us for food, drinks, and networking with fellow
- [Gulf Coast Chapter Event - The M&A Market Update](https://amaaonline.com/events/gulf-coast-chapter-event-the-ma-market-update/) - The M&A Market Update Thursday, May 19, 2022 7:30-9:00 A.M Venue The Goodman at Village Towers 9655 Katy Freeway, Ste 600 Houston, TX 77024 AM&AA Members: $35 | Non-Member Guests: $40
- [Gulf Coast Chapter Event - An Economic Outlook & Its Impact on Business Valuations](https://amaaonline.com/events/gulf-coast-chapter-event-an-economic-outlook-its-impact-on-business-valuations/) - An Economic Outlook & Its Impact on Business Valuations Thursday, June 16, 2022 7:30-9:00 A.M Venue The Briar Club 2603 Timmons Ln, Houston, TX 77027 Parking is complimentary in the parking garage on Timmons We've all experienced the market turbulence of these past few months. We'll hear from Chris Schreck, Community Engagement Manager with the
- [Houston Chapter Event - Part 1: Deal Lifecycle Series - Preparing the Owner for Sale](https://amaaonline.com/events/houston-chapter-event-part-1-deal-lifecycle-series-preparing-the-owner-for-sale/) - Part 1: Deal Lifecycle Series. Preparing the Owner for Sale Thursday, September 22, 20227:30–9:15 A.M. CDT The Briar Club2603 Timmons LaneHouston, TX 77027 Join us for a panel discussion focusing on the external influences of a deal. Explore the unique perspectives of: an owner who experienced family dynamics first-hand during the sale and now helps
- [Houston Chapter Event- Part 2: Deal Lifecycle Series – Sell. Buy. Build. Fix.](https://amaaonline.com/events/houston-chapter-event-part-2-deal-lifecycle-series-sale-sell-buy-build-fix/) - Part 2: Deal Lifecycle Series – Sell. Buy. Build. Fix. Thursday, October 20, 2022 7:30–9:15 A.M. CDT The Briar Club 2603 Timmons Lane Houston, TX 77027 (Complimentary parking in the parking garage, Level 3) Part 2 of the Deal Lifecycle Series focuses on making a "go/no decision" and deciding the best course of action. You
- [Houston Chapter Event- Part 3: Deal Lifecycle Series - Preparing for the Sale](https://amaaonline.com/events/houston-chapter-event-part-3-deal-lifecycle-series-preparing-for-the-sale/) - Part 3: Deal Lifecycle Series - Preparing for the Sale Thursday, November 10, 2022 7:30–9:15 A.M. CDT The Briar Club 2603 Timmons Lane Houston, TX 77027 (Complimentary parking in the parking garage, Level 3) This event will help deal teams understand the transition process, regardless of their role. What drivers increase or decrease value? Does
- [CM&AA ONLINE](https://amaaonline.com/events/cmaa-online/) - CERTIFIED MERGER & ACQUISITION ADVISORS COURSE Obtain the most advanced credential in middle market corporate finance, advisory, and transaction service. Become a CM&AA and increase your expertise and influence in the market to source and close more deals. Get your certification and earn 40 CPE in 5 weeks. COURSE DETAILS Online CM&AA course starts February
- [Dallas-Fort Worth Chapter Event - GLO END OF YEAR PARTY](https://amaaonline.com/events/dallas-fort-worth-chapter-event-glo-end-of-year-party/) - Event: END OF YEAR HOLIDAY PARTY Date: TUES. DEC 6nd Time: 5:30pm Location: MICHELLE's HOME PROMOCODE: AMAAGLOPARTY22 Tickets are 50% off - so $20 per person for AM&AA
- [AM&AA Member Benefit Webinar Series](https://amaaonline.com/events/amaa-member-benefit-webinar-series/) - AM&AA Member Benefit Webinar Series The AM&AA carefully curates valuable partnerships that provide our members with beneficial resources, tools and education to enhance their M&A business. The Member Benefit Webinar Series spotlights new partnerships that are available to AM&AA members and their clients while sharing insight on industry topics.
- [AM&AA Winter 2022 Town Hall Meeting](https://amaaonline.com/events/amaa-winter-2022-town-hall-meeting/) - Cybersecurity is a real and growing threat that impacts your transactions whether it is on the buy-side or sell-side. It doesn't take a technical background or IT experience to safely secure your businesses and protect your clients, it starts with awareness. Join us as we learn from cybersecurity experts and AM&AA member advisors as they
- [Dallas-Fort Worth Chapter Event - Virtual Reality Arena Soft Opening](https://amaaonline.com/events/dallas-fort-worth-chapter-event-virtual-reality-arena-soft-opening/) - Event: VIRTUAL REALITY ARENA SOFT OPENING Date: FRI. DEC 2nd Time: 6:00pm Location: EVA GAMING ARENA, 3105 Justin Rd, Lewisville, TX 75028, USA PROMOCODE: AMAADLC22 Tickets are $20 - AM&AA get 50% off - so $10 per person *****Please Note that this is FAMILY FRIENDLY, so kids are welcome to join and play
- [Rocky Mountain Chapter Event - Unmasking the Data - State of M&A Market](https://amaaonline.com/events/rocky-mountain-chapter-event-unmasking-the-data-state-of-ma-market/) - Join us for the next Rocky Mountain Chapter event Unmasking the Data - State of M&A Market Thursday, December 8, 2022 5:00-7:00 p.m. MT Venue IMA Financial Group 1705 17th Street in Denver CO, 80202 Rising interest rates, difficulties securing capital, and an imminent slowdown with a looming recession, all challenge the 2023 M&A landscape.
- [Arizona Chapter Event - Members Only Holiday Social](https://amaaonline.com/events/arizona-chapter-event-members-only-holiday-social/) - Members Only Holiday Social Wednesday, December 7, 2022 5:00–7:00 p.m. MST Olive & Ivy Restaurant 7135 E Camelback Rd Scottsdale, AZ 85251 On-site self-parking It's the most wonderful time of the year to celebrate our members—like you. Join your AM&AA chapter for our Members Only Holiday Social featuring delicious food, fun drinks, and just
- [South Florida Chapter Event – AM&AA South Florida Holiday Social](https://amaaonline.com/events/south-florida-chapter-event-amaa-south-florida-holiday-social/) - AM&AA South Florida Holiday Social Monday, December 5, 2022 6:00–9:00 p.m. ET Est.33 at Brickell City Center 701 South Miami Avenue, 4th Floor Miami, Florida It's the most wonderful time of the year to celebrate. Join your AM&AA chapter for a holiday social event featuring delicious food, fun drinks, and just plain holiday cheer. Let's
- [DC.MD.VA Chapter Event - 5th Annual Cybersecurity M&A Event: State of the Market, Trends, Drivers, and Predictions](https://amaaonline.com/events/dc-md-va-chapter-event-5th-annual-cybersecurity-ma-event-state-of-the-market-trends-drivers-and-predictions/) - 5th Annual Cybersecurity M&A Event: State of the Market, Trends, Drivers, and Predictions Wednesday, November 16, 2022 4:00–7:00 p.m. ET Greenberg Traurig 1750 Tysons Blvd, Suite 1000 McLean, VA 22102 Join the DC/MD/VA Chapter for our annual Cybersecurity event focused on insights, capital market trends, and opportunities. During this event, you will hear expert
- [Dallas-Fort Worth Chapter Event - Evolution of a Dealmaker](https://amaaonline.com/events/dallas-fort-worth-chapter-event-evolution-of-a-dealmaker/) - Evolution of a Dealmaker Wednesday, November 16, 2022 7:30–9:30 A.M. CDT Park House Dallas Private Social Club 100 Highland Park Village Dallas, TX 75205 Parking widely available Featuring speakers... Calvin Carter & Tim Storer 11.16.22 DFW GLO panel This breakfast and networking event will feature a fireside chat with Calvin Carter, Founder, Bottle Rocket, and
- [New York City Chapter Event -  From the Grid Iron to Wall St:  Business Insights, Life Lessons Learned and Tales of Football Antics](https://amaaonline.com/events/new-york-city-chapter-event-from-the-grid-iron-to-wall-st-business-insights-life-lessons-learned-and-tales-of-football-antics/) - From the Grid Iron to Wall St: Business Insights, Life Lessons Learned and Tales of Football Antics Wednesday, November 16, 2022 5:30–8:00 P.M. EDT Ice Miller Offices 1500 Broadway, 29th Floor New York, NY 10036 Join us for an evening that promises to be both entertaining and enlightening. Former New York Giant Zak DeOssie interviews
- [New England Chapter Event - The More the Merrier - AM&AA Holiday Party](https://amaaonline.com/events/new-england-chapter-event-the-more-the-merrier-amaa-holiday-party/) - The More the Merrier - AM&AA Holiday Party Thursday, November 17, 2022 5:00–8:00 p.m. ET Mighty Squirrel Brewing Co. 411 Waverley Oaks Road Waltham, Massachusetts, 02452 (Complimentary parking available) The holiday season is upon us—ready to kick off the festivities? The AM&AA New England Chapter cordially invites you to attend "The More the
- [Arizona Chapter Event - Cyber Exposures: The Effect on the M&A Market](https://amaaonline.com/events/arizona-chapter-event-cyber-exposures-the-effect-on-the-ma-market-2/) - Cyber Exposures: The Effect on the M&A Market Wednesday, October 26, 2022 7:30-9:00 a.m. MT Paradise Valley Country Club 7101 N. Tatum Blvd Paradise Valley, AZ 85253 Join the AM&AA Arizona Chapter for continental breakfast and industry insights at the beautiful Paradise Valley Country Club on October 26th. Learn more about cyber exposures and the
- [Southern Nevada Chapter Event - Select Tax Issues in Mergers & Acquisitions](https://amaaonline.com/events/southern-nevada-chapter-event-select-tax-issues-in-mergers-acquisitions/) - Select Tax Issues in Mergers & Acquisitions Tuesday, November 8, 2022 5:30-7:30 p.m. PT Upstairs Private Dinning Room @ Sierra Gold 6515 S. Jones Blvd. Las Vegas, NV 89118 Join thought leaders Bill Kastin and Tyler Eddington of Snell & Wilmer for a discussion about common income tax issues that should be considered in every
- [Long Island Chapter Event - The Changing Role of Real Estate in Mergers and Acquisitions](https://amaaonline.com/events/long-island-chapter-event-the-changing-role-of-real-estate-in-mergers-and-acquisitions/) - The Changing Role of Real Estate in Mergers and Acquisitions Thursday, September 29, 2022 5:30-8:30 p.m. ET The Mansion at Oyster Bay One South Woods Road Woodbury, NY 11797 The pandemic impacted the real estate market on Long Island (and beyond) in a major way. Real estate asset prices have fluctuated dramatically, first at the
- [Dallas-Fort Worth Chapter Event - Economic Blast from the Past or a Whole New World?](https://amaaonline.com/events/dallas-fort-worth-chapter-event-economic-blast-from-the-past-or-a-whole-new-world/) - Economic Blast from the Past or a Whole New World? A Discussion on the State of the Economy and How it is Affecting Middle Market M&A Wednesday, September 14, 2022 7:30–9:30 A.M. CDT Park House Dallas Private Social Club 100 Highland Park Village Dallas, TX 75205 As we enter the last quarter of 2022, join
- [South Florida Virtual Chapter Event – Cybersecurity and M&A: Considerations, Strategies, and Tactics for Reducing Cyber Risks in the Deal Cycle](https://amaaonline.com/events/south-florida-virtual-chapter-event-cybersecurity-and-ma-considerations-strategies-and-tactics-for-reducing-cyber-risks-in-the-deal-cycle/) - Cybersecurity and M&A Considerations, Strategies, and Tactics for Reducing Cyber Risks in the Deal Cycle Thursday, October 27, 2022 5:00 – 6:00 P.M. ET In celebration of Cybersecurity Awareness Month, the South Florida Chapter will be hosting a complimentary cyber-focused event to help buyers, sellers, and M&A professionals understand the cyber risks in the deal
- [Arizona Chapter Event - Welcome Back: A Fall Season Social](https://amaaonline.com/events/arizona-chapter-event-welcome-back-a-fall-season-social/) - Welcome Back: A Fall Season Social Wednesday, September 21, 2022 7:30-9:00 a.m. MT Paradise Valley Country Club 7101 N. Tatum Blvd. Paradise Valley, AZ 85253 Join the AM&AA Arizona Chapter for continental breakfast and networking at the beautiful Paradise Valley Country Club on September 21st. Reconnect with your colleagues as we enter the Fall season. Member:
- [Utah Chapter Event - M&A Outlook: Key Findings from the Q3 2022 AM&AA National M&A Survey](https://amaaonline.com/events/utah-chapter-event-ma-outlook-key-findings-from-the-q3-2022-amaa-national-ma-survey/) - M&A Outlook: Key Findings from the Q3 2022 AM&AA National M&A Survey Wednesday, September 21, 2022 4:30-6:30 P.M. Common Grounds Workplace 132 S. State Street Salt Lake City, UT 84111 Parking is available on-site or at City Creek underground parking. Join us for a FREE networking and a presentation event on the outlook for M&A in Q4 2022
- [Midwest Chapter Event - September Mix & Mingle](https://amaaonline.com/events/midwest-chapter-event-amaa-midwest-chapter-social-networking-event-2/) - September Mix & Mingle Wednesday, September 14, 2022 5:30 – 8:00 P.M. CT Sweetwater Tavern & Grille 225 N. Michigan Avenue Chicago, IL 60601 Join us for a social networking event at the Sweetwater Tavern & Grill on September 14. Mix and mingle with other M&A professionals, expand your network, and make some new deals.
- [New England Chapter Event - Perspectives on a Post-Sale World](https://amaaonline.com/events/new-england-chapter-event-perspectives-on-a-post-sale-world/) - Perspectives on a Post-Sale World Monday, September 12, 2022 4:00 - 7:00 p.m. ET Wentworth by the Sea 588 Wentworth Road New Castle, New Hampshire, USA, 03854 Join the AM&AA New England Chapter for an event at the historic Wentworth by the Sea Hotel. You're invited to a discussion of what to do after the
- [Tampa Bay Chapter – Life Before, During, and After the Deal](https://amaaonline.com/events/tampa-bay-chapter-life-before-during-and-after-the-deal/) - Life Before, During, and After the Deal Wednesday, October 26, 2022 8:00 - 10:00 A.M. ET Venue Palma Ceia Golf & Country Club 1601 S MacDill Ave Tampa, FL 33629 When it comes to selling your business, no two transactions are the same. But there are lessons learned throughout each process that can help business
- [Dallas-Fort Worth Chapter Event - Fireside Chat with Justin Forsett](https://amaaonline.com/events/dallas-fort-worth-chapter-event-fireside-chat-with-justin-forsett/) - AM&AA (Dallas Fort Worth Chapter) and Global Leaders Organization (GLO) join forces for an exclusive event. This time, we are welcoming a former professional athlete to inspire you. Join Justin Forsett, former NFL running back turned entrepreneur, for breakfast, networking, and a fireside chat Wednesday, August 31, 8:00–9:30 AM CDT at Maguire's Restaurant in North
- [South Florida Chapter Event – Rooftop M&A Networking in West Palm Beach](https://amaaonline.com/events/south-florida-chapter-event-ma-networking-in-west-palm-beach/) - Rooftop M&A Networking in West Palm Beach Monday, September 12, 2022 6:00 – 8:30 P.M. ET The Ben Hotel 251 N. Narcissus Ave. West Palm Beach, FL 33401 Join us for an evening of networking for M&A professionals on the rooftop at The Ben, a Marriott Autograph Collection hotel in West Palm Beach - only
- [Southern Nevada Chapter Event - Time Kills Deals – Always Be Ready!](https://amaaonline.com/events/southern-nevada-chapter-event-time-kills-deals-always-be-ready/) - Brian Mohler and Chuck Mohler with Eagle Corporate Advisors will be reviewing the critical phases, objectives, and activities involved in selecting a buyer, completing due diligence, and closing a deal. $70 AM&AA Members || $80 Non-Member Guests
- [New England Chapter Event - Summer Social with XPX](https://amaaonline.com/events/new-england-chapter-event-summer-social-with-xpx/) - Join the AM&AA New England and XPX Greater Boston Chapters for a joint Summer Social event. Wednesday, July 27, 2022 5:00-7:30 p.m. ET Venue The Palm Boston 1 International Place Boston, MA 02110 Join the AM&AA New England and XPX Greater Boston Chapters for a joint Summer Social, Wednesday, July 27 at The Palm Boston.
- [Dallas Fort Worth Chapter Event - Joint Summer Happy Hour](https://amaaonline.com/events/dallas-fort-worth-chapter-event-joint-summer-happy-hour/) - WFE, AM&AA and TMA would like to invite you to a Joint Summer Happy Hour Event! Sponsored by IMA FINANCIAL GROUP Please join us for an afternoon of networking, some great food and refreshing beverages as an escape from the summer heat in July! Community Brewery has an awesome new venue, with an amazing space, and
- [Dallas Fort Worth Chapter Event - Increase Sales & Profits with Tony Jeary](https://amaaonline.com/events/dallas-fort-worth-chapter-event-july-joint-happy-hour-event-at-community-brewery/) - Join the Dallas Chapter of GLO (Global Leaders Organization) & AM&AA for breakfast, networking, and a talk from Tony Jeary. As a top leader, you want better results, faster, right? And we're Tony is the perfect person to help us achieve that. Tony believes that most leaders can accelerate the process of bringing their
- [Utah Chapter Event - Utah Chapter Launch & Networking Event](https://amaaonline.com/events/utah-chapter-event-utah-chapter-launch-networking-event/) - Utah Chapter Launch & Networking Event Thursday, June 23, 2022 4:30-6:30 P.M Venue Tanner LLC 36 South State Street, 5th Floor, Synergy Room Salt Lake City, UT 84111 Parking can be found in the City Creek garages. It's with great pleasure we introduce AM&AA to the Utah market! Join us on June 23rd for an inaugural
- [DC.MD.VA Chapter Event - Government Contractors and the Growing Space Sector: The New M&A Frontier](https://amaaonline.com/events/dc-md-va-chapter-event-government-contractors-and-the-growing-space-sector-the-new-frontier/) - Government Contractors and the Growing Space Sector: The New M&A Frontier Thursday, June 23, 2022 4:00 - 7:00 P.M. ET 1750 Tysons Blvd, Suite 1000 McLean, VA 22102 Our next DC chapter event is addressing all the questions you have or should have about the growth of an up-and-coming market. The space sector in North America
- [Long Island Chapter Event - Swing into Summer at Topgolf](https://amaaonline.com/events/long-island-chapter-event-swing-into-summer-at-topgolf/) - Swing into Summer at Topgolf Tuesday, June 21, 2022 5:30-7:30 p.m. ET Topgolf 5231 Express Dr. N. Holtsville, NY Join the AM&AA Long Island and XPX Long Island Chapters for a summer kick-off event. This will be a great opportunity to expand and deepen your network across both organizations, while putting your golf game to the test. The event
- [Midwest Chapter Event - AM&AA Midwest Chapter Social Networking Event](https://amaaonline.com/events/midwest-chapter-event-amaa-midwest-chapter-social-networking-event/) - AM&AA Midwest Chapter Social Networking Event Monday, June 20, 2022 4:30 – 6:30 P.M. CT Porter Kitchen & Deck 150 N. Riverside Plaza Chicago, IL 60606 (312) 781-7580 We are excited to be able to meet again in person and look forward to seeing you at our event June 20th, 2022. This event will be
- [Dallas Fort Worth Chapter Event - Fire Side Chat co-hosted with GLO](https://amaaonline.com/events/dallas-fort-worth-chapter-event-fire-side-chat-co-hosted-with-glo/) - Join the Dallas Chapter of GLO (Global Leaders Organization) & AM&AA for breakfast, networking, and a fireside chat with Bill Addy. William M. (Bill) Addy is the Executive Chairman of ISN, a position he has held since 2015. Previously he was Chairman and Chief Executive Officer. ISN received a valuation of over $2 Billion Dollars
- [South Florida Chapter Event – M&A Update with Bill McCalpin, CEO, DealWare](https://amaaonline.com/events/south-florida-chapter-event-ma-update-with-bill-mccalpin-ceo-dealware/) - M&A Update with Bill McCalpin, CEO, DealWare Tuesday, June 21, 2022 5:00 – 6:00 P.M. ET Join us on June 21st for this complimentary virtual event as Bill McCalpin, CEO and Founder of DealWare, will present early results from AM&AA and DealWare's National Q3 M&A Survey. Topics will include: Detailed data for deals closed in Q1
- [NE Ohio Chapter Event - Networking Social](https://amaaonline.com/events/ne-ohio-chapter-event-networking-social/) - RSVP for our upcoming chapter event NE Ohio Chapter Networking Social Thursday, June 2, 2022 5:00-7:30 p.m. Venue BrewDog Outpost Cleveland 1956 Carter Road Cleveland, OH, 44113, US Please make plans to attend the Northeast Ohio Chapter’s Evening of Networking, as we re-establish in-person connections. We will mingle with AM&AA members and the NE Ohio lower
- [Tampa Bay Chapter – Supply Chain Trends and Challenges for Tampa Bay, 2022 & Beyond](https://amaaonline.com/events/tampa-bay-chapter-supply-chain-trends-and-challenges-for-tampa-bay-2022-beyond/) - Supply Chain Trends and Challenges for Tampa Bay, 2022 & Beyond Tuesday, June 21, 2022 8:00 - 10:00 A.M. ET Venue Palma Ceia Golf & Country Club 1601 S MacDill Ave Tampa, FL 33629 Since the beginning of the pandemic, issues with the supply chain have impacted just about every industry across the world. Our panelists
- [South Florida Chapter Event – Economic Outlook and M&A Trends](https://amaaonline.com/events/south-florida-chapter-event-creating-resilience-in-the-post-pandemic-era/) - Economic Outlook and M&A Trends Monday, May 9, 2022 6:00 – 8:00 P.M. ET EST.33 Thai Craft Brewery & Kitchen Brickell City Centre 701 South Miami Avenue, 4th Floor, Miami, FL 33131 Join us for this South Florida Chapter event to network with other M&A professionals and hear about the latest analysis of an economy
- [New England Chapter Event - Spring Fling Social with XPX](https://amaaonline.com/events/new-england-chapter-event-spring-fling-social-with-xpx/) - Join the AM&AA New England and XPX Greater Boston Chapters for a joint Spring Fling Social event. Tuesday, May 31 2022 from 4:30-7:00 p.m. at Lord Hobo Brewing Company 5 Draper Street Woburn, MA 01801 Includes one ticket for Lord Hobo beer, wine or soft drink, plus an assortment of Tap Room appetizers. AM&AA Members/
- [South Florida Chapter Event – Effective Communication and Relationship Building Post-Pandemic](https://amaaonline.com/events/south-florida-chapter-event-economic-outlook-and-ma-trends/) - AM&AA South Florida Chapter and XPX South Florida present: Effective Communication and Relationship Building Post-Pandemic Tuesday, May 3, 2022 5:00 – 7:00 P.M. ET Fort Lauderdale Yacht Club 1725 SE 12th Street Fort Lauderdale, FL 33316 Join us May 3rd at the Fort Lauderdale Yacht Club to learn from the educational, enlightening, and entertaining speaker
- [Dallas Fort Worth Chapter Event - M&A Structuring Panel & Breakfast](https://amaaonline.com/events/dallas-fort-worth-chapter-ma-structuring-panel-breakfast/) - M&A Structuring Panel & Breakfast Wednesday, April 27, 2022 7:30–9:30 A.M. Venue Park House Dallas Private Social Club 100 Highland Park Village, Dallas, TX 75205 Join the Dallas-Fort Worth Chapter for an exclusive event, co-hosted by Global Leaders Organization (GLO). During this exclusive networking event and panel discussion, you will hear from market experts discussing
- [Rocky Mountain Chapter Event- Inflation, Interest Rates & the M&A Market](https://amaaonline.com/events/rocky-mountain-chapter-results-from-the-national-jan-2022-ma-survey-report-2/) - Inflation, Interest Rates & the M&A Market Tuesday, May 24, 2022 5:00-7:00 p.m. MT Venue Industry RINO Station 3858 Walnut St, Denver, CO 80205 Join us at the Industry RINO Station on May 24 for "Inflation, Interest Rates & the M&A Market." Eric Winograd, Director—Developed Market Economic Research, AllianceBernstein—will lead a discussion on recent inflation
- [New York City Chapter Event - Dealmaker Networking](https://amaaonline.com/events/new-york-city-chapter-event-dealmaker-networking/) - Join us for the upcoming NYC Chapter event Dealmaker Networking Tuesday, May 10, 2022 5:30-8:00 p.m. ET Venue Ice Miller Office 1500 Broadway, 29th Floor New York, NY 10036 We're back in action! The New York City Chapter is proud to announce the first in-person event in over two years. "Deal Market Update & Networking"
- [Southern Nevada Chapter Event - The State of the Southern Nevada Economy: 2022](https://amaaonline.com/events/southern-nevada-chapter-event-the-state-of-the-southern-nevada-economy-2022/) - The State of the Southern Nevada Economy: 2022 With John Restrepo Tuesday, May 10, 2022 5:30-7:30 p.m. PT Venue Banquet Room @ Sierra Gold 6515 S. Jones Blvd., Las Vegas, NV 89118 Join the Southern Nevada Chapter of the AM&AA for networking and learning about our local 2022 economic outlook through the eyes of John
- [Long Island Chapter Event - Cinco de Mayo Celebration & Networking Social](https://amaaonline.com/events/long-island-chapter-event-cinco-de-mayo-celebration-networking-social/) - Culture is a big part of the Long Island Chapter's identity. Join us for our first live event of the year as we celebrate Cinco de Mayo on May 5 at the Mansion at Oyster Bay. This venue stands majestically in the heart of 120 perfectly manicured acres in Woodbury, Long Island—it's fitting for such
- [New England Chapter Event - NextGen v. Boomers: Battle of the Generations](https://amaaonline.com/events/new-england-chapter-event-nextgen-v-boomers-battle-of-the-generations/) - Generational gaps are often challenging—it's time both sides come together. Join the AM&AA New England Chapter as we gather in-person to discuss generational differences in the workplace and how we can benefit from the experiences and perspectives of colleagues of all ages. "NextGen v. Boomers: Battle of the Generations" will feature panelists of various backgrounds
- [Atlanta Chapter Event - AM&AA Atlanta Inaugural Event](https://amaaonline.com/events/atlanta-chapter-event-amaa-atlanta-inaugural-event/) - It's with great pleasure we introduce AM&AA to the Atlanta market! Join us on April 21 for an inaugural event to commemorate this achievement and welcome the newly formed Atlanta Chapter, which will focus on the growth and awareness of mid-market advisors and investors. At this event, results from AM&AA and DealWare's National Q1 M&A
- [DC.MD.VA Chapter Event - Logistics, Investors, and Dealmaking in 2022](https://amaaonline.com/events/dc-md-va-chapter-event-logistics-investors-and-dealmaking-in-2022/) - Logistics, Investors, and Dealmaking in 2022 Thursday, April 21, 2022 12:00 – 1:00 P.M. ET Will the logistics sector be a bullseye for investors in 2022? An estimated $1.5 trillion in private capital is looking for deals in 2022 and approximately 10-12% of that cash is seeking acquisitions in the logistics sector. Lower middle-market logistics
- [Arizona Chapter Event - A Process for Assessing & Growing a Culture of Accountability](https://amaaonline.com/events/arizona-chapter-event-a-process-for-assessing-growing-a-culture-of-accountability/) - A Process for Assessing & Growing a Culture of Accountability Wednesday, March 23, 2022 7:30-9:00 a.m. MT Venue Paradise Valley Country Club 7101 N. Tatum Blvd Paradise Valley, AZ 85253 Join us for continental breakfast and industry insights at the beautiful Paradise Valley Country Club on March 23. Learn more about how the culture of
- [South Florida Chapter – Networking Social](https://amaaonline.com/events/south-florida-chapter-networking-social/) - AM&AA South Florida Chapter Networking Social Thursday, March 17, 2022 6:00 - 8:00 p.m. ET EST.33 Thai Craft Brewery & Kitchen 701 South Miami Avenue 4th Floor, Brickell City Centre Miami, FL 333131 $40 AM&AA Members & Guests
- [South Florida Chapter – M&A Update: 2021 & The Year Ahead](https://amaaonline.com/events/south-florida-chapter-ma-update-2021-the-year-ahead/) - M&A Update: 2021 & The Year Ahead Tuesday, March 1, 2022 3:00–4:00 P.M. ET
- [Rocky Mountain Chapter - Results from the National Jan. 2022 M&A Survey & Report](https://amaaonline.com/events/rocky-mountain-chapter-results-from-the-national-jan-2022-ma-survey-report/) - Results from the National Jan. 2022 M&A Survey & Report Tuesday, February 22, 2022 4:30-6:30 p.m. MT Join us to receive hot-off-the-press results from AM&AA and DealWare's National Q1 M&A Survey and Report (completed in early February). The report will provide extremely useful data for all advisors in the M&A ecosystem as well as business
- [Dallas Fort Worth Chapter - Fireside Chat with Bob Schlegel - Co Hosts GLO](https://amaaonline.com/events/dallas-fort-worth-chapter-happy-hour/) - Join the Dallas Chapter of GLO (Global Leaders Organization) & AM&AA for breakfast, networking, and a fireside chat with Dallas Entrepreneur Legend Bob Schlegel. Bob founded his first company Paveston in 1980 after growing up on a struggling family farm, like his entrepreneurial father, he took charge of his destiny by starting his own businesses
- [Midwest Chapter Chapter Event - Look Back at 2021 & Forward Through 2022](https://amaaonline.com/events/midwest-chapter-chapter-event-look-back-at-2021-forward-through-2022/) - Look Back at 2021 & Forward Through 2022 Thursday, February 24, 2022 4:30 – 6:00 P.M. CT Meet us online as moderator Roger Schoenfeld and guests Bob Wegbreit and Bill McCalpin serve as speakers for "A Look Back at 2021 & Forward Through 2022"—a virtual chapter event followed by a roundtable discussion with members of
- [Southern Nevada Chapter Event - Tales from the M&A Trenches](https://amaaonline.com/events/southern-nevada-chapter-event-tales-from-the-ma-trenches/) - Tales from the M&A Trenches Tuesday, February 8, 2022 5:30-7:30 p.m. PT Venue Banquet Room @ Sierra Gold 6515 S. Jones Blvd., Las Vegas, NV 89118 Join the Southern Nevada Chapter of the AM&AA for insights on firsthand experiences from accountants, attorneys, business advisors, investment bankers, and wealth managers regarding “What I wish my clients
- [Long Island Chapter Event - 2022 Economic, Capital Market, and Tax Outlook: An Interview Series](https://amaaonline.com/events/2022-economic-capital-market-and-tax-outlook-an-interview-series/) - 2022 Economic, Capital Market, and Tax Outlook: An Interview Series Tuesday, February 15, 2022 1:00-2:00 p.m. ET Join the Long Island Chapter for our first virtual event of 2022. This complementary and exclusive event will feature a thoughtful discussion with four industry insiders detailing what's on the horizon for the coming year.
- [The Asset Exchange Webinar - Capital Gains Tax & How The Asset Exchange Can Help](https://amaaonline.com/events/the-asset-exchange-webinar-capital-gains-tax-how-the-asset-exchange-can-help/) - Capital Gains Tax & How The Asset Exchange Can Help January 19, 2022 12:00 P.M. CT Imagine if clients could keep 30-40% more of their sales proceeds from a transaction, rather than paying those monies to the IRS. Join us on January 19 to learn how The Asset Exchange helps clients protect their sales proceeds
- [Dallas Fort Worth Chapter Event - The Tax Man Cometh: Proposed Tax Law Changes and the Potential Impact on M&A Transactions](https://amaaonline.com/events/dallas-fort-worth-chapter-event-the-tax-man-cometh-proposed-tax-law-changes-and-the-potential-impact-on-ma-transactions-2/) - Deals That Almost Didn't Wednesday, January 26, 2022 7:30–9:30 A.M. CT Venue: Park House Dallas Private Social Club 100 Highland Park Village, Dallas, TX 75205 Join the Dallas-Fort Worth Chapter for our first event of 2022. This exclusive networking event will feature M&A experts telling the story of redemption—how deals fell apart and were put
- [Arizona Chapter Event - Cause & Effect: Taxes, Deals, and Owners](https://amaaonline.com/events/arizona-chapter-event-cause-effect-taxes-deals-and-owners/) - Cause & Effect: Taxes, Deals, and Owners Wednesday, January 26, 2022 7:30-9:00 a.m. MT Paradise Valley Country Club 7101 N. Tatum Blvd Paradise Valley, AZ 85253 Join us for breakfast at the beautiful Paradise Valley Country Club for the first Arizona Chapter event of 2022. This exclusive networking event will feature a thoughtful discussion with
- [AM&AA Winter 2021 Town Hall Meeting](https://amaaonline.com/events/amaa-winter-2021-town-hall-meeting/) - Join us for the AM&AA Winter 2021 Town Hall and hear from our esteemed panel about the trends and implications of making platform deals, what it means for PE firms, and what it means for the acquired companies (and companies that wish to be acquired). The discussions will also examine implications for firm capabilities, for
- [Dallas Fort Worth Chapter Event - The Tax Man Cometh: Proposed Tax Law Changes and the Potential Impact on M&A Transactions](https://amaaonline.com/events/dallas-fort-worth-chapter-event-the-tax-man-cometh-proposed-tax-law-changes-and-the-potential-impact-on-ma-transactions/) - Venue: Park House Dallas Private Social Club 100 Highland Park Village, Dallas, TX 75205 There's only ONE WEEK to go to register for the Dallas-Fort Worth Chapter's next event. Last month's event sold out so don't wait to secure your spot while spots are still available. Breakfast will be served! We have a panel of experts ready to
- [Arizona Chapter Event - Holiday Social](https://amaaonline.com/events/arizona-chapter-event-holiday-social/) - Arizona Chapter Holiday Social Thursday, December 2, 2021 5:00–7:00 P.M. MST Venue Olive & Ivy 7135 E. Camelback Road, Scottsdale, Arizona 85251 What better time for M&A networking than in the midst of holiday cheer? Registration is now open for next month's Arizona Chapter Holiday Social at Olive & Ivy in Scottsdale. Members: $0 |
- [FisherBroyles Webinar - The Stakes are High: Understanding the Nuances of the Cannabis and Hemp Industry](https://amaaonline.com/events/fisherbroyles-webinar-the-stakes-are-high-understanding-the-nuances-of-the-cannabis-and-hemp-industry/) - The Stakes are High: Understanding the Nuances of the Cannabis and Hemp Industry November 11, 2021 11:00 A.M. CST AM&AA is pleased to partner with FisherBroyles on a webinar to educate various stakeholders looking to invest, acquire, or start-up within the cannabis and hemp industry. Our featured panelists have extensive experience in governmental and regulatory
- [Southern Nevada Chapter Event – Financial Due Diligence – What Your Mother Never Told You](https://amaaonline.com/events/southern-nevada-chapter-event-financial-due-diligence-what-your-mother-never-told-you/) - Financial Due Diligence – What Your Mother Never Told You Tuesday, November 16, 2021 5:30–7:30 P.M. PT Venue Sierra Gold - Second Floor Private Dining Room 6515 S. Jones Blvd., Las Vegas, NV 89118 Registration AM&AA Members - $55 | Non-Member Guests - $80 Join the Southern Nevada Chapter for an evening of dinner, drinks, networking,
- [New England Chapter - Wisdom & Wine](https://amaaonline.com/events/new-england-chapter-event-ma-magic-in-a-post-pandemic-world/) - Wine & Wisdom - New England Chapter Social Monday, February 28, 2022 4:00-6:00 p.m. ET Venue Debevino Winery 2255 Providence Hwy, Walpole, MA 02081 Join the New England Chapter for our first social event of 2022. Network with fellow professionals, share ideas, and hear an M&A update from the AM&AA Winter Conference, all while enjoying
- [DC.MD.VA Chapter Event – Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions](https://amaaonline.com/events/dc-md-va-chapter-event-cybersecurity-and-ma-the-state-of-market-trends-drivers-and-future-predictions/) - Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions Wednesday, November 3, 2021 4:00 p.m.-6:00 p.m. ET AM&AA DC/MD/VA is hosting a free webinar on Cyber Market Opportunities, the second of a two-part series. Our expert panelists will provide unique perspectives from different buyer types, including early-stage, later-stage investments. They will share
- [South Florida Chapter Event – Tax Legislation Update & Networking Social](https://amaaonline.com/events/south-florida-chapter-event-tax-legislation-update-networking-social-2/) - Tax Legislation Update & Networking Social Monday, November 1, 2021 5:00-8:00 P.M. ET Venue: Rooftop at the Canopy by Hilton West Palm Beach Downtown 380 Trinity Place - West Palm Beach, FL 33401 Join us for an evening of networking and to hear about current tax legislation updates focused for those involved in Corporate Finance
- [South Florida Chapter Event – Holiday Social](https://amaaonline.com/events/south-florida-chapter-event-holiday-social/) - AM&AA South Florida Holiday Social Tuesday, December 7, 2021 5:00 - 8:00 p.m. Lauderdale Yacht Club 1725 SE 12 Street, Fort Lauderdale, FL 33316 Registration: AM&AA Members - $65 & Non-Members - $85 Hosted by: AM&AA South Florida Chapter and XPX South Florida
- [Tampa Bay Chapter – Unifying Business Communities in Florida feat. Mark Wilson, Florida Chamber of Commerce](https://amaaonline.com/events/tampa-bay-chapter-event-unifying-business-communities-in-florida/) - Unifying Business Communities in Florida Tuesday, March 15, 2022 8:00 - 10:00 A.M. ET Venue 1601 S MacDill Ave Tampa, FL 33629 Registration Members: $40 | Non-Member Guests: $60 By 2030, Florida is positioned to become the 10th largest economy in the world. Join us to hear more about The Blueprint to secure Florida’ future and
- [Dallas Fort Worth Chapter Event - Fall Happy Hour](https://amaaonline.com/events/dallas-fort-worth-chapter-event-fall-happy-hour/) - Join the AM&AA Dallas Fort Worth Chapter for our Fall Happy Hour. Mingle with fellow M&A professionals over drinks and make your next deal connection. Registration AM&AA Members - $30 Non-Members - $40 We hope you will be able to join us.
- [Midwest Chapter Chapter Event - The Real Impact of Supply Chain and Labor Issues on M&A Today](https://amaaonline.com/events/midwest-chapter-chapter-event-the-real-impact-of-supply-chain-and-labor-issues-on-ma-today/) - THE REAL IMPACT OF SUPPLY CHAIN AND LABOR ISSUES ON M&A TODAY Wednesday, October 27 || 4:30-6:00 p.m. Join the Midwest Chapter leadership team and other Chapter members for an informative and collaborative discussion on the impacts that the supply chain and labor markets are having on M&A deals today. Our panel of M&A advisors
- [Long Island Chapter Event - Managing the Risks of Back-End Payments](https://amaaonline.com/events/long-island-chapter-event-managing-the-risks-of-back-end-payments/) - Managing the Risks of Back-End Payments Join an expert of industry professionals at The Mansion at Oyster Bay to discuss the mitigation of financial risk in the deal process. Back-end payment describes a payment that is being made only after completion of a sale—how do we protect the buyer in this instance? We hope you
- [Rocky Mountain Chapter Event - State of the Market: Benchmarking Deal Terms as Representation and Warranty Insurance Expands in Middle Market Transactions](https://amaaonline.com/events/rocky-mountain-chapter-event-state-of-the-market-benchmarking-deal-terms-as-representation-and-warranty-insurance-expands-in-middle-market-transactions/) - Representation and Warranty Insurance has become ubiquitous in middle market transactions recent years. Join the Rocky Mountain Chapter of the AM&AA for a complementary, expert panel discussion, where the group will examine the effect of representation and warranty insurance on evolving deal terms in middle market transactions. They will also provide an update on middle-market M&A activity
- [Don’t Sleep on Culture: How People Strategy Should be at the Center of the Diligence Process](https://amaaonline.com/events/dont-sleep-on-culture-how-people-strategy-should-be-at-the-center-of-the-diligence-process/) - You will walk away from this webinar with an understanding of how HR affects the success of M&A activity through three main strategic areas of focus: Integration Risk Management Plan: define and monetize HR risk and threats to the successful execution of the deal; strategize on corrective action as risks and threats surface. Culture Integration Plan: define
- [Virtual Deal Connect](https://amaaonline.com/events/virtual-deal-connect/) - ABOUT THE VIRTUAL DEAL CONNECT Virtual Deal Connect is a speed-networking event that will take place in a virtual format and features one-on-one meetings bringing together Private Equity Investors, and Investment Bankers and M&A Intermediaries. WHAT YOU CAN EXPECT FROM THE VIRTUAL DEAL CONNECT This event is designed to help you save time finding deal
- [Arizona Chapter Event - Annual Private Equity Mixer](https://amaaonline.com/events/arizona-chapter-event-annual-private-equity-mixer/) - Annual Private Equity Mixer Join the AM&AA and TMA Arizona Chapters for the Annual Private Equity Mixer. Mingle with fellow M&A professionals over drinks and appetizers and make your next deal connection. Registration AM&AA Members - $50 Non-Members - $100
- [Dallas Fort Worth Chapter Event - Where We Are & Where We're Going](https://amaaonline.com/events/dallas-fort-worth-chapter-event-where-we-are-where-were-going/) - Join the Dallas Fort Worth Chapter for breakfast and a presentation from Bill McCalpin, Founder & CEO of DealWare, on the status and forward outlook for the M&A market. Findings will be based on data from the AM&AA Q3 2021 M&A Survey & Report.
- [New England Chapter Event – Cannabis: A Growth Industry - Business Overview and M&A Update](https://amaaonline.com/events/new-england-chapter-event-cannabis-a-growth-industry-business-overview-and-ma-update/)
- [DC.MD.VA Chapter Event – Cybersecurity and M&A: Considerations, Strategies, and Tactics for Reducing Cyber Risks in the Deal Cycle](https://amaaonline.com/events/dc-md-va-chapter-event-cybersecurity-and-ma-considerations-strategies-and-tactics-for-reducing-cyber-risks-in-the-deal-cycle/) - In celebration of Cybersecurity Awareness Month, AM&AA DC MD VA will have 2 Cyber focused events to help buyers, sellers, and M&A professionals understand both the cyber risks in the deal process and opportunities in the cyber market. Now more than ever, cyber plays a critical part of every deal no matter the industry. Part 1
- [South Florida Chapter Event – Networking Social](https://amaaonline.com/events/south-florida-chapter-event-networking-social/) - Join AM&AA South Florida for a night of networking and cocktails. Monday, September 20, 2021 5:00 - 8:00 p.m. EDT EST.33 Thai Craft Brewery & Kitchen Brickell City Centre 701 South Miami Avenue, 4th FL Miami, FL 33131 Members: Free Non-Members: $50 (applied toward first year membership if joined by October 20th) Self-parking is available
- [Arizona Chapter Event – Coffee & Conversation](https://amaaonline.com/events/arizona-chapter-event-coffee-conversation/) - Join the Arizona Chapter for a morning of coffee, conversations, and networking. Thursday, September 9 || 7:30-9:00 a.m. The Henry 4455 E. Camelback Road Phoenix, AZ 85018 We look forward to seeing you!
- [Southern Nevada Chapter Event – Preserving Human Capital in M&A Transactions](https://amaaonline.com/events/southern-nevada-chapter-event-preserving-human-capital-in-ma-transactions/) - Join the Southern Nevada Chapter for an evening of dinner, drinks, networking, and a case study on navigating and mitigating “people risks” in an exit transaction. We look forward to seeing you on August 24th! * Please Note – Our Venue Has Changed * Sierra Gold Second Floor Private Dining Room 6515 S. Jones Blvd. Las
- [Tampa Bay Chapter Event – Tampa Bay’s Economy: Two Industries Driving the Region’s Growth](https://amaaonline.com/events/tampa-bay-chapter-event-tampa-bays-economy-two-industries-driving-the-regions-growth/) - The Tampa Bay Chapter invites you to join us for a high energy discussion of the recent economic growth of Tampa. We have assembled a panel of experts that will dive into topics such as real estate development, hotel expansion & tourism impact on our economy. In addition, our experts will talk about opportunity zones
- [Dallas Fort Worth Chapter Event - Let's Reconnect! DFW Chapter Mixer](https://amaaonline.com/events/dallas-fort-worth-chapter-event-lets-reconnect-dfw-chapter-mixer/) - It's time to re-connect in person!
- [Long Island Chapter Event - Networking Evening](https://amaaonline.com/events/long-island-chapter-event-networking-event/) - It's time to re-connect in person! Join AM&AA Long Island for a night of networking and cocktails at this beautiful property.
- [Rocky Mountain Chapter Event - Meet the Denver M&A Networks - AM&AA, EPI, & WoMAN](https://amaaonline.com/events/rocky-mountain-chapter-event-meet-the-denver-ma-networks-amaa-epi-woman/) - Join us for casual speed networking to meet people from each of the Colorado M&A groups!
- [Midwest Chapter Chapter Event - Equity Rollovers in Private Equity Transactions](https://amaaonline.com/events/midwest-chapter-chapter-event-equity-rollovers-in-private-equity-transactions/) - The Midwest Chapter invites you to join an interactive and enlightening panel discussion on the role of rollover equity in M&A transactions. What you need to know as a seller or buyer to protect your interests in transactions involving rollover equity. Prior to the panel discussion Chapter Leaders and Staff will provide updates on local and National
- [M&A Market Survey Webinar Series: Western Region](https://amaaonline.com/events/ma-market-survey-webinar-series-western-region/) - AM&AA and DealWare present the Western Regional Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from April/May 2021. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the Western Region vs. National data Opportunities to find and win
- [M&A Market Survey Webinar Series: Midwest Region](https://amaaonline.com/events/ma-market-survey-webinar-series-midwest-region/) - AM&AA and DealWare present the Midwest Regional Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from April/May 2021. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the Midwest Region vs. National data Opportunities to find and win
- [M&A Market Survey Webinar Series: Northeast Region](https://amaaonline.com/events/ma-market-survey-webinar-series-northeast/) - AM&AA and DealWare present the Northeast Regional Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from April/May 2021. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the Northeast Region vs. National data Opportunities to find and win new
- [M&A Market Survey Webinar Series: Mid-Atlantic/Southeast Region](https://amaaonline.com/events/ma-market-survey-webinar-series-mid-atlantic-southeast-region/) - AM&AA and DealWare present the Mid-Atlantic/Southeast Regional Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from April/May 2021. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the Mid-Atlantic/Southeast Region vs. National data Opportunities to find and win new M&A deal
- [South Florida Chapter Event - Let's Re-Connect!](https://amaaonline.com/events/south-florida-chapter-event-lets-re-connect/) - It's time to re-connect in person! Join AM&AA South Florida for a night of networking and cocktails at this beautiful oceanfront property. Members: $50 Non-Members: $85
- [South Florida Chapter Event - How Family Offices Participate in the Dynamic M&A Market](https://amaaonline.com/events/south-florida-chapter-event-how-family-offices-participate-in-the-dynamic-ma-market/) - The panel will explore the various strategies their family offices employ to participate in M&A. They will also discuss the trends and opportunities they are seeing in the M&A market.
- [DC/MD/VA Chapter Event - Special Purpose Acquisition Companies (SPACs): Capital Market Trends, Impact, and Opportunities for the Middle Market](https://amaaonline.com/events/dc-md-va-chapter-event-special-purpose-acquisition-companies-spacs-capital-market-trends-impact-and-opportunities-for-the-middle-market/) - We are in the midst of what some analysts are calling the SPAC frenzy. The year 2020 and the first quarter of 2021 have seen the most SPAC activity in a decade. More than $83B was raised in 248 initial public offering SPACs, with the SPAC IPO market accounting for over half of all IPO’s
- [Southern Nevada Chapter Event - Let's Reconnect!](https://amaaonline.com/events/southern-nevada-chapter-event-lets-reconnect/) - Join the Southern Nevada Chapter for an evening of appetizers, drinks, and networking.
- [NE Ohio Chapter Event - Networking Reception](https://amaaonline.com/events/ne-ohio-chapter-event-networking-reception/) - Please make plans to attend the Northeast Ohio Chapter’s Evening of Networking, as we re-establish in-person connections. We will mingle with AM&AA members and the NE Ohio lower middle-market deal community. Complimentary appetizers and beverages will be provided.
- [Long Island Chapter Event - Wheeling and Dealing During the Pandemic: A Seller's and Buyer's Perspective](https://amaaonline.com/events/long-island-chapter-event-wheeling-and-dealing-during-the-pandemic-a-sellers-and-buyers-perspective/) - AM&AA Long Island Chapter Members Dennis O'Rourke and Brian Califano will interview participants on both the buy and sell-side of successful transactions executed during the pandemic and how their approach to their transactions was impacted by the presence of COVID-19. From the buyer perspective, O'Rourke will interview Reid Arstark, VP & Senior Counsel at Henry Schein, Inc.'s
- [South Florida Chapter Event -  Managing Credit Risk & Networking Reception](https://amaaonline.com/events/south-florida-chapter-event-managing-credit-risk-networking-reception/) - Join us for a joint in-person event hosted by the Secured Finance Network (SFNet) and the Alliance of Merger & Acquisition Advisors (AM&AA). The panel discussion is entitled "Managing Credit Risk", with experts in the finance industry sharing their expertise with the audience. The event is held on the rooftop New River Terrace at the
- [New England Chapter Virtual Event - Investment Trends in Distressed Businesses](https://amaaonline.com/events/new-england-chapter-virtual-event-investment-trends-in-distressed-businesses/) - The New England Chapter of the AM&AA is proud to announce "Deals Gone Wild" featuring war stories from George D. Shaw Partner at DGC and Steve Cohen, Shareholder at Devine Millimet. Join us for a digital presentation via A panel of experts will look at the current trends in the sale of distressed companies and
- [Tampa Bay Chapter Event - How Human Resources Can Make or Break Your Next M&A Deal](https://amaaonline.com/events/tampa-bay-chapter-event-how-human-resources-can-make-or-break-your-next-ma-deal/) - Successful acquisitions carry with them more considerations than just EBITDA, potential synergies, or market share. The human capital considerations can significantly impact the success of a deal. Issues such as the messaging of a transaction, the meshing of corporate cultures, organizational and compensation structures, and integration and synergy modeling are crucial for the favorable completion
- [DC/MD/VA Chapter Event - Healthcare Technology Investments and M&A: Success Stories, Challenges, and Opportunities](https://amaaonline.com/events/dc-md-va-chapter-event-healthcare-technology-investments-and-ma-success-stories-challenges-and-opportunities/) - Healthcare Technology M&A was very active in Q4 2020 and continues to be active in Q1 2021. Quickly evolving healthcare policy, COVID-19, newly developed Healthcare Technologies, changing population, and the need for capacity across the ecosystem are driving new business alliances. Change Technology, Inc. and Amazon are some of these recent combinations. Tim Suther, SVP/GM, Data
- [South Florida Chapter Event - Distressed M&A and Special Situations](https://amaaonline.com/events/south-florida-chapter-event-distressed-ma-and-special-situations/) - Carve-outs, restructurings, spin-offs, and other acquisitions and divestitures by troubled companies as a result of the COVID pandemic and the resulting economic fallout. Contrasting with "normal" M&A in terms of business terms, due diligence, documentation, and other aspects.
- [Tampa Bay Chapter Event - The Great COVID-19 Pivot](https://amaaonline.com/events/rocky-mountain-chapter-event-the-great-covid-19-pivot/) - Please join us as we officially kick off the 2021 AM&AA Tampa Bay year with a webinar you won’t want to miss! The past year has brought many ups and downs to the business world. Many businesses have pivoted and found opportunities during these uncertain times. Join us for an insightful and inspiring talk with
- [Rocky Mountain Chapter Event - Impact of New Administration’s Intended Tax Changes on M&A Sellers and Market Update](https://amaaonline.com/events/rocky-mountain-chapter-event-impact-of-new-administrations-intended-tax-changes-on-ma-sellers-and-market-update/) - The new administration in Washington has set goals for tax changes that will affect business owners and sellers post-exit. Join the Rocky Mountain Chapter of AM&AA for a panelist discussion with Tony Nitti of Rubin Brown, Thomas Pauloski of Bernstein, and Dan Pellegrino of Forbes M+A. The group will examine proposed tax changes and their implications on business owners both
- [DC/MD/VA Chapter Event - Exit Strategies for GOVCONs with Set Aside Contracts](https://amaaonline.com/events/dc-md-va-chapter-event-exit-strategies-for-govcons-with-set-aside-contracts/) - Historically, buyers in M&A transactions have discounted the value of a government contractor with significant revenue from Small Business Set Aside contracts including Service Disabled Veteran Owned Small Businesses, 8(a), HubZone, and Woman Owned Small Businesses. Is that still the case In 2021? Our panel of experts will discuss market perceptions and strategies for owners
- [Midwest Chapter Chapter Event - Cybersecurity](https://amaaonline.com/events/midwest-chapter-cybersecurity/) - Cybersecurity remains a top concern for clients and a priority to address in the industry. Be prepared. Join this session where PEGs and Cybersecurity experts share personal insights to identify vulnerabilities and critical risks and how to create strategic solutions in the due diligence phase of the transaction.
- [Arizona Chapter Event - November Decisions: Revisiting Post-Election](https://amaaonline.com/events/arizona-virtual-chapter-event-november-decisions-revisiting-post-election/) - This discussion will revisit the trends and issues affecting the industry across the state and on a national level, and will cover topics that include: Tax policy, tax increases, capital gains, estate taxes – and how this will impact the capital formation process Energy policy, potential changes, and what it means for small business How
- [Long Island Chapter Event - Ready to Sell! What Should I Do Next?](https://amaaonline.com/events/long-island-chapter-event-ready-to-sell-what-should-i-do-next/) - Business owners have poured blood, sweat, and tears into their company. They have spent countless hours strategizing, building, growing, brainstorming, and navigating the ups and downs of entrepreneurship. But when the time comes for them to prepare for the next stage of their life, knowing where to begin and what to do can often be
- [South Florida Chapter Event - M&A Success Applying Strategy to Culture](https://amaaonline.com/events/south-florida-chapter-event-ma-success-applying-strategy-to-culture/) - This webinar will provide practical advice on people-related activities and initiatives that will help a business be successful after an acquisition. Our panel, who are well respected and experienced in M&A and business culture, will be answering questions that seek actionable advice to improve business performance and increase the odds of integration success after an
- [South Florida Chapter Event - Healthcare M&A Update](https://amaaonline.com/events/south-florida-chapter-event-healthcare-ma-update/) - HEALTHCARE M&A UPDATE As investors and having lived through the first stages of the shutdown, ramp-up, and living through the “new normal” What have been the most important lessons learned In reviewing portfolio performance, what has been the differentiator for those who have come out of this stronger vs. those that have struggled Are there
- [Regional Webinar Series - Southwest Region](https://amaaonline.com/events/regional-webinar-series-southwest-region/) - AM&AA and DealWare present the Southwest Region Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from Nov./Dec. 2020. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the Southeast Region vs. National data Opportunities to find and win
- [Regional Webinar Series - Southeast Region](https://amaaonline.com/events/regional-webinar-series-southeast-region/) - AM&AA and DealWare present the Southeast Region Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from Nov./Dec. 2020. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the Southeast Region vs. National data Opportunities to find and win
- [Regional Webinar Series - Mid-Atlantic Region](https://amaaonline.com/events/regional-webinar-series-mid-atlantic-region/) - AM&AA and DealWare present the Mid-Atlantic Region Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from Nov./Dec. 2020. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the Mid-Atlantic Region vs. National data Opportunities to find and win new
- [Regional Webinar Series - Midwest Region](https://amaaonline.com/events/regional-webinar-series-midwest-region/) - AM&AA and DealWare present the Midwest Region Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from Nov./Dec. 2020. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the Midwest Region vs. National data Opportunities to find and win
- [Regional Webinar Series - Northeast Region](https://amaaonline.com/events/regional-webinar-series-northeast-region/) - AM&AA and DealWare present the Northeast Region Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from Nov./Dec. 2020. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the Northeast Region vs. National data Opportunities to find and win
- [Regional Webinar Series - West Coast](https://amaaonline.com/events/regional-webinar-series-west-coast/) - AM&AA and DealWare present the West Coast Region Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from Nov./Dec. 2020. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the West Coast Region vs. National data Opportunities to find
- [Regional Webinar Series - Mountain West](https://amaaonline.com/events/regional-webinar-series-mountain-west/) - AM&AA and DealWare present the Mountain West Region Webinar to provide key findings and analysis from over 2,300 current M&A deals reported in the M&A Market Survey from Nov./Dec. 2020. Attendees will gain valuable insights from unprecedented data on: Findings from M&A deal data specific to the Mountain West Region vs. National data Opportunities to find and
- [Long Island Chapter Event - How to Ace Your Financial Statement Audit](https://amaaonline.com/events/long-island-chapter-event-how-to-ace-your-financial-statement-audit/) - Join us for the upcoming Long Island Chapter virtual event "How to Ace Your Financial Statement Audit" Understand what may be different with a 2020 audit vs 2019 given the current economic environment Understand where more time may be needed for a 2020 audit to ensure issues are tackled early to avoid late filing Tips
- [AM&AA Fall 2020 Townhall Meeting](https://amaaonline.com/events/amaa-fall-2020-townhall-meeting/) - AM&AA will host its Fall 2020 Virtual Townhall Meeting next week as a platform for the M&A community to connect, ask questions, and gain first-hand insights to the middle market industry. Join Brett Palmer, President, Small Business Investor Alliance (SBIA) who will share his perspective on the general market outlook post-election and its impact on
- [Long Island Chapter Event - Distressed M&A in 2021](https://amaaonline.com/events/long-island-chapter-event-distressed-ma-in-2021/) - This timely discussion will focus on distressed M&A deals and what the industry can expect. This expert panel will provide tips and insights for strategic buyers looking to acquire struggling businesses damaged by Covid-19.
- [New England Virtual Chapter Event - Election 2020: How It Will Impact M&A through the Pandemic and Beyond](https://amaaonline.com/events/new-england-virtual-chapter-event-election-2020-how-it-will-impact-ma-through-the-pandemic-and-beyond/) - The New England Chapter of the AM&AA is proud to announce Election 2020 - How It Will Impact M&A through the Pandemic and Beyond, featuring Jeffrey Mortimer, Director of Investment Strategy at BNY Mellon Wealth Management. Join us for a 60-minute digital session via Zoom, preceded and followed by virtual networking. Thank you to our
- [AM&AA Virtual Winter Conference](https://amaaonline.com/events/amaa-virtual-winter-conference/) - The AM&AA Virtual Winter Conference is set to bring the world of middle-market mergers and acquisitions together. This is your opportunity to network with private equity professionals, corporate investors, lenders, investment bankers, intermediaries, M&A experts, and more. The Winter Conference is the best place to gain insight on latest trends, make deals, and—most importantly—create opportunity
- [Midwest Virtual Chapter Event - Current State of M&A and the Impact of Covid-19](https://amaaonline.com/events/midwest-virtual-chapter-event-current-state-of-ma-and-the-impact-of-covid-19/) - Mark your calendars for a panel presentation from Merger & Acquisition experts, as they have a lively and interactive discussion on the current state of M&A and the impact of COVID-19 on their practices and transactions. The discussion will include a presentation of GF Data Q1 and Q2 deal statistics as well as perspectives from
- [Tampa Bay Virtual Chapter Event - Enterprise Cyber Security Concerns and Best Practices in 2020’s Modern Workplace](https://amaaonline.com/events/tampa-bay-virtual-chapter-event-enterprise-cyber-security-concerns-and-best-practices-in-2020s-modern-workplace/) - COVID-19 has changed the way most companies and their employees are working. Changes are happening on a day-to-day operational basis and especially in growth M&A environments. Our panel will discuss the Cyber Security concerns with a remote workforce, vendor relationships, mergers & acquisitions, ransomware and other cyber-criminal activity. All this and more on Cyber Security from our
- [South Florida Virtual Chapter Event - Preparing Your Business and Yourself for a Sale](https://amaaonline.com/events/south-florida-virtual-chapter-event-preparing-your-business-and-yourself-for-a-sale/) - The South Florida Chapter of AM&AA is proud to announce Preparing Your Business and Yourself for Sale, our next live panel discussion. This will be a 60-minute digital session via Zoom.
- [Long Island Virtual Chapter Event - M&A & Commercial Real Estate: Fall Update](https://amaaonline.com/events/long-island-virtual-chapter-event-ma-commercial-real-estate-fall-update/) - Join us for the upcoming Long Island Chapter virtual event "M&A & Commercial Real Estate: Fall Update." This timely discussion will focus on the issues which have effected the M&A and commercial real estate industries since the beginning of the COVID-19 pandemic and discuss prognostications for the end of the year.
- [Arizona Virtual Chapter Event - November Decisions: Risks and Consequences](https://amaaonline.com/events/arizona-virtual-chapter-event-november-decisions-risks-and-consequences/) - This timely discussion will focus on the trends and issues effecting the industry across the state and on a national level, and will cover topics that include: Tax policy, tax increases, capital gains, estate taxes – and how this will impact the capital formation process Energy policy, potential changes, and what it means for small
- [DC/MD/VA Virtual Chapter Event - Cybersecurity M&A: Business Functions and Opportunities](https://amaaonline.com/events/dc-md-va-virtual-chapter-event-cybersecurity-ma-business-functions-and-opportunities/) - This cybersecurity event will give attendees the opportunity to listen to, learn from, and interact with practitioners and investors. After attending this session, participants will have a better understanding ability to identify where the M&A and Capital Market opportunities are. Meet Your Moderator: William Short, Head of M&A Cybersecurity, Aon William Shortt is a Director
- [SOUTH FLORIDA CHAPTER: Black Entrepreneurship: The Journey, Challenges, & Opportunities](https://amaaonline.com/events/south-florida-chapter-black-entrepreneurship-the-journey-challenges-opportunities/) - The AM&AA South Florida Chapter has partnered with the Miami Finance Forum for “Black Entrepreneurship: The Journey, Challenges, & Opportunities.” Join us on Thursday, July 23rd at 11:00 am EDT, for a candid conversation with black entrepreneurs about their personal journey, challenges and successes! Click here to register!
- [Join the Tampa Bay Chapter for "What’s Next? Coronavirus’ Impact on Deal Making and M&A](https://amaaonline.com/events/join-the-tampa-bay-chapter-for-whats-next-coronavirus-impact-on-deal-making-and-ma/) - Join the Tampa Bay Chapter as they discuss how the pandemic has impacted investments by PE firms and M&A by corporate strategic buyers thus far in 2020. The panel of experts will then discuss the outlook for future dealmaking going further into Q3 and Q4.
- [South Florida Chapter Virtual Event](https://amaaonline.com/events/south-florida-chapter-virtual-event/) - Registration Link: https://us02web.zoom.us/webinar/register/WN_jRfBMpuPQ1i38rJvRKoPRw
- [AM&AA Virtual Summer Conference](https://amaaonline.com/events/amaa-virtual-summer-conference/) - AM&AA brings the world of middle-market mergers and acquisitions virtual this August. Don't miss the opportunity to network with hundreds of decision-makers including M&A advisors, investment bankers, and capital providers. Whether you are on the buy or sell side, this is a must-attend industry event that yields results and new deal connections.
- [CM&AA Virtual](https://amaaonline.com/events/cmaa-virtual/) - Now it’s easier than ever to become a Certified Mergers & Acquisitions Advisor. Why? Because we moved our week-long course online... That’s right. No travel, no hotels, and all the quality content. 100% virtual and 50% of the investment. Increase your expertise and influence in the market to source and close more deals. Online courses

## Testimonials

- [James Green](https://amaaonline.com/dt_testimonials/james-green/) - Curabitur quis rhoncus tellus, quis lorem ipsum dolorluctus. Curabitur laoreet fringilla lorem ipsum porta. Nullam rutrum velit.
- [Alex Windfree](https://amaaonline.com/dt_testimonials/alex-windfree/) - Pellentesque habitant morbi tristique senectus glavrida et netus et malesuada fames ac turpis egestas ulla! Curabitur quis rhoncus tellus, quis lorem ipsum dolorluctus. Curabitur laoreet fringilla lorem ipsum porta. Nullam rutrum velit. Maecenas sit ameus et malesuada fames ac turpis egestas ulla! Curabitur lorem ipsum dolor quis rhoncus tellus, quis lorem ipsum dolorluctus...
- [Miriam Gray](https://amaaonline.com/dt_testimonials/miriam-gray/) - Maecenas sit amet tincidunt elit. Pellentesque habitant morbi tristique senectus habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas nulla facilisi dolor.
- [Alex Redmind](https://amaaonline.com/dt_testimonials/alex-redmind/) - Nullam rutrum velit. Maecenas sit amet tincidunt elit lorem ipsum urabitur quis rhoncus tellus, quis lorem ipsum for dolor lorem ipsum for amet luctus.
- [Richard Remmington](https://amaaonline.com/dt_testimonials/richard-remmington/) - Curabitur laoreet fringilla lorem ipsum porta. Nullam rutrum velit. Maecenas sit amet tincidunt elit. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas ulla! Curabitur laoreet fringilla lorem ipsum porta. Nullam rutrum velit. Maecenas sit amet tincidunt elit. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas ulla! Curabitur quis rhoncus tellus, quis lorem ipsum dolorluctus.
- [Helen Blackwood](https://amaaonline.com/dt_testimonials/helen-blackwood/) - Perspiciatis faucibus dolor amet purus unde om iste mattis natus sit! Proin adipiscing porta tellus, ut feugiat nibh adipiscing metus sit amet. In eu justo a felis lorem ipsum – amet faucibus ornare vel id metus. Maecenas sit amet tincidunt elit. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas ulla!
- [Robert Greenfield](https://amaaonline.com/dt_testimonials/robert-greenfield/) - Mauris euismod ante a mauris ultrices malesuada. ivamus tempus gravida elit, eu accumsan dui consectetur sed. Phasellus ipsum risus, sodales ac mauris at, rutrum mattis purus.
- [Rachel Smith](https://amaaonline.com/dt_testimonials/rachel-smith/) - Nullam rutrum velit. Maecenas sit amet tincidunt elit. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas!
- [Alex Smith](https://amaaonline.com/dt_testimonials/alex-smith/) - Curabitur laoreet fringilla lorem ipsum porta! Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas ulla! Curabitur laoreet fringilla lorem ipsum porta. Nullam rutrum velit. Maecenas sit amet tincidunt elit. Pellentesque habitant morbi tristique.
- [Diana Jones](https://amaaonline.com/dt_testimonials/diana-jones/) - Nullam rutrum velit. Maecenas sit amet tincidunt elit. Pellentesque habitant morbi tristique senectus et netus!

## Photo Albums

- [Our Gallery](https://amaaonline.com/dt_gallery/our-gallery/)

## Tombstones

- [Asphalt Paving Contractor](https://amaaonline.com/tombstone/asphalt-paving-contractor/)
- [Commercial Plumbing Contractor](https://amaaonline.com/tombstone/commercial-plumbing-contractor/)
- [Power Equipment Sales Rental Repair](https://amaaonline.com/tombstone/power-equipment-sales-rental-repair/)
- [Sell-Side Advisory Engagement](https://amaaonline.com/tombstone/sell-side-advisory-engagement/)
- [Manufacturer/Designer of Patented Custom Ultrasonic Cleaners](https://amaaonline.com/tombstone/manufacturer-designer-of-patented-custom-ultrasonic-cleaners/)
- [Project Aqua](https://amaaonline.com/tombstone/project-aqua/)
- [Continuing the Legacy: Family-owned Commercial Glass Company Transitions to New Ownership Group](https://amaaonline.com/tombstone/continuing-the-legacy-family-owned-commercial-glass-company-transitions-to-new-ownership-group/)
- [Partner & Managing Director](https://amaaonline.com/tombstone/partner-managing-director/)
- [Beaufort SC Commercial Landscape Company](https://amaaonline.com/tombstone/beaufort-sc-commercial-landscape-company/)
- [Nashville Commercial Landscape Company](https://amaaonline.com/tombstone/nashville-commercial-landscape-company/)
- [Lawn Care - Canadian Company-owned and Franchise Units](https://amaaonline.com/tombstone/lawn-care-canadian-company-owned-and-franchise-units/)
- [OnSight](https://amaaonline.com/tombstone/onsight/)
- [Due Dilligence Advisory](https://amaaonline.com/tombstone/due-dilligence-advisory/)
- [Aviation FBO](https://amaaonline.com/tombstone/aviation-fbo/)
- [Car Wash / Oil Change Services](https://amaaonline.com/tombstone/car-wash-oil-change-services/)
- [Lawn Care](https://amaaonline.com/tombstone/lawn-care/)
- [Lawn Care](https://amaaonline.com/tombstone/lawn-care-2/)
- [Landscape Services](https://amaaonline.com/tombstone/landscape-services/)
- [Data Clean Acquired by Angeles Equity Partners (AEP)](https://amaaonline.com/tombstone/data-clean-acquired-by-angeles-equity-partners-aep/)
- [Axxis Acquired by PrimeSource Building Products](https://amaaonline.com/tombstone/axxis-acquired-by-primesource-building-products/)
- [Illini Power & Gen Power Acquired by Genserve, a portfolio company of GenX360](https://amaaonline.com/tombstone/illini-power-gen-power-acquired-by-genserve-a-portfolio-company-of-genx360/)
- [Buckeye Industrial Supply/Tru-Edge Grinding Acquired by MSC Industrial](https://amaaonline.com/tombstone/buckeye-industrial-supply-tru-edge-grinding-acquired-by-msc-industrial/)
- [Sell Side Advisory Services](https://amaaonline.com/tombstone/sell-side-advisory-services-2/)
- [Sell Side Advisory Services](https://amaaonline.com/tombstone/sell-side-advisory-services-3/)
- [Equity Raise](https://amaaonline.com/tombstone/equity-raise/)
- [Buy Side Advisory Services](https://amaaonline.com/tombstone/buy-side-advisory-services-6/)
- [Buy Side Advisory Services](https://amaaonline.com/tombstone/buy-side-advisory-services-5/)
- [Buy Side Advisory Services](https://amaaonline.com/tombstone/buy-side-advisory-services-4/)
- [Buy Side Advisory Services](https://amaaonline.com/tombstone/buy-side-advisory-services-3/)
- [Buy Side Advisory Services](https://amaaonline.com/tombstone/buy-side-advisory-services-2/)
- [Buy Side Advisory Services](https://amaaonline.com/tombstone/buy-side-advisory-services/)
- [Sell Side Advisory Services](https://amaaonline.com/tombstone/sell-side-advisory-services-4/)
- [Sell Side Advisory Services](https://amaaonline.com/tombstone/sell-side-advisory-services/)
- [495 Communications](https://amaaonline.com/tombstone/495-communications/)
- [Transportation Specialist's Group has been acquired by Transportation Insights, LLC](https://amaaonline.com/tombstone/transportation-specialists-group-has-been-acquired-by-transportation-insights-llc/)
- [ONE for Freight has been acquired by Reimer World Corporation](https://amaaonline.com/tombstone/one-for-freight-has-been-acquired-by-reimer-world-corporation/)
- [FreightWise received an investment from Riverside Group](https://amaaonline.com/tombstone/freightwise-received-an-investment-from-riverside-group/)
- [Supply Chain Alliance Acquired by Metro Supply Chain Group](https://amaaonline.com/tombstone/supply-chain-alliance-acquired-by-metro-supply-chain-group/)
- [FreightLine Carrier Systems acquired by TFI International](https://amaaonline.com/tombstone/freightline-carrier-systems-acquired-by-tfi-international/)
- [ObjectSharp Broadens CentriLogic’s IT Transformation Capabilities with Cloud-Native Application Services](https://amaaonline.com/tombstone/objectsharp-broadens-centrilogics-it-transformation-capabilities-with-cloud-native-application-services/)
- [PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire](https://amaaonline.com/tombstone/purefacts-acquires-vennscience-a-full-service-salesforce-consultancy-based-in-new-hampshire/)
- [Another Broken Egg](https://amaaonline.com/tombstone/another-broken-egg/)
- [The Ncherm Group LLC](https://amaaonline.com/tombstone/the-ncherm-group-llc/)
- [Flagship Food Group](https://amaaonline.com/tombstone/flagship-food-group/)
- [HNB Capital LLC](https://amaaonline.com/tombstone/hnb-capital-llc/)
- [Snack it Forward](https://amaaonline.com/tombstone/snack-it-forward-2/)
- [Snack it Forward](https://amaaonline.com/tombstone/snack-it-forward/)
- [Estiatorio Milos](https://amaaonline.com/tombstone/estiatorio-milos/)
- [The Mark Company](https://amaaonline.com/tombstone/the-mark-company/)
- [Pacific Union International](https://amaaonline.com/tombstone/pacific-union-international/)
- [DM](https://amaaonline.com/tombstone/dm/)
- [Worldwide Produce](https://amaaonline.com/tombstone/worldwide-produce/)
- [NGE](https://amaaonline.com/tombstone/nge/)
- [Cardinal Pet Care](https://amaaonline.com/tombstone/cardinal-pet-care/)
- [Custom Goods](https://amaaonline.com/tombstone/custom-goods/)
- [APS Payments](https://amaaonline.com/tombstone/aps-payments/)
- [Andrie](https://amaaonline.com/tombstone/andrie/)
- [AM Trans](https://amaaonline.com/tombstone/am-trans/)
- [ABC - A Portfolio CIDCapital](https://amaaonline.com/tombstone/abc-a-portfolio-cidcapital/)
- [Twinbrook Insurance Brokerage, Inc](https://amaaonline.com/tombstone/twinbrook-insurance-brokerage-inc/)
- [G&P Land](https://amaaonline.com/tombstone/gp-land/)
- [Daigger Scientific](https://amaaonline.com/tombstone/daigger-scientific/)
- [Arrow](https://amaaonline.com/tombstone/arrow/)
- [Alpine Academy](https://amaaonline.com/tombstone/alpine-academy/)
- [VIP Health Care Services](https://amaaonline.com/tombstone/vip-health-care-services/)
- [Armstrong Building Maintenance](https://amaaonline.com/tombstone/armstrong-building-maintenance/)
- [Smith Mechanical Electrical Plumbing](https://amaaonline.com/tombstone/smith-mechanical-electrical-plumbing/)
- [Rider Levett Bucknall](https://amaaonline.com/tombstone/rider-levett-bucknall/)
- [Research Into Action](https://amaaonline.com/tombstone/research-into-action/)
- [Rainer Welding Inc](https://amaaonline.com/tombstone/rainer-welding-inc/)
- [Proto Technologies, Inc](https://amaaonline.com/tombstone/proto-technologies-inc/)
- [Northend Truck Equipment](https://amaaonline.com/tombstone/northend-truck-equipment/)
- [Medical Rehabilitation Consultants](https://amaaonline.com/tombstone/medical-rehabilitation-consultants/)
- [Legacy Creations](https://amaaonline.com/tombstone/legacy-creations/)
- [Kids n Pets](https://amaaonline.com/tombstone/kids-n-pets/)
- [Fernhill Holly Farms](https://amaaonline.com/tombstone/fernhill-holly-farms/)
- [EcoChemical Wood Stains & Coatings](https://amaaonline.com/tombstone/ecochemical-wood-stains-coatings/)
- [DRSI](https://amaaonline.com/tombstone/drsi/)
- [ACT Capital Advisors](https://amaaonline.com/tombstone/act-capital-advisors/)
- [Cascade Select Markets](https://amaaonline.com/tombstone/cascade-select-markets/)
- [Cabinets Northwest](https://amaaonline.com/tombstone/cabinets-northwest/)
- [Conroe Concrete (Yancey)](https://amaaonline.com/tombstone/conroe-concrete-yancey/)
- [Malone's CNC Machining](https://amaaonline.com/tombstone/malones-cnc-machining/)
- [Mac Systems](https://amaaonline.com/tombstone/mac-systems/)
- [Sayed Feghali Cardiology Assocation](https://amaaonline.com/tombstone/sayed-feghali-cardiology-assocation/)
- [Security Door & Hardward Co. and Security Builder's Supply Co.](https://amaaonline.com/tombstone/security-door-hardward-co-and-security-builders-supply-co/)
- [Chicago Switchboard Inc](https://amaaonline.com/tombstone/chicago-switchboard-inc/)
- [Waterman State Bank](https://amaaonline.com/tombstone/waterman-state-bank/)
- [Rockford Fastener](https://amaaonline.com/tombstone/rockford-fastener/)
- [River Cities Bancshares, Inc/ River Cities Bank](https://amaaonline.com/tombstone/river-cities-bancshares-inc-river-cities-bank/)
- [Pioneer Bank](https://amaaonline.com/tombstone/pioneer-bank/)
- [Anchor Bancorportion, Inc](https://amaaonline.com/tombstone/anchor-bancorportion-inc/)
- [Thomas & Hutton](https://amaaonline.com/tombstone/thomas-hutton/)
- [Schnabel Engineering](https://amaaonline.com/tombstone/schnabel-engineering/)
- [Monroe & Newell Engineers Inc.](https://amaaonline.com/tombstone/monroe-newell-engineers-inc/)
- [Haley and Ward](https://amaaonline.com/tombstone/haley-and-ward/)
- [GDS Associates, Inc.](https://amaaonline.com/tombstone/gds-associates-inc/)
- [CME](https://amaaonline.com/tombstone/cme/)
- [Long Engineering](https://amaaonline.com/tombstone/long-engineering/)
- [GLS](https://amaaonline.com/tombstone/gls/)
- [GeoDesign Inc](https://amaaonline.com/tombstone/geodesign-inc/)
- [DPS](https://amaaonline.com/tombstone/dps/)
- [DewBerry](https://amaaonline.com/tombstone/dewberry/)
- [Delta](https://amaaonline.com/tombstone/delta/)
- [CMT](https://amaaonline.com/tombstone/cmt/)
- [Becker Structural Engineers](https://amaaonline.com/tombstone/becker-structural-engineers/)
- [Baxter & Woodman Consulting Engineers](https://amaaonline.com/tombstone/baxter-woodman-consulting-engineers/)
- [Aztech Environmental Technologies](https://amaaonline.com/tombstone/aztech-environmental-technologies/)
- [Alan Plummer Associates, Inc](https://amaaonline.com/tombstone/alan-plummer-associates-inc/)
- [Emmis Communications](https://amaaonline.com/tombstone/emmis-communications/)
- [TeleMed](https://amaaonline.com/tombstone/telemed/)
- [ObjectSharp](https://amaaonline.com/tombstone/objectsharp/)
- [Learning.Net](https://amaaonline.com/tombstone/learning-net/)
- [IntelliNet](https://amaaonline.com/tombstone/intellinet/)
- [CloudWare Connections](https://amaaonline.com/tombstone/cloudware-connections/)
- [Assured Software](https://amaaonline.com/tombstone/assured-software/)
- [A Strategic Buyer](https://amaaonline.com/tombstone/a-strategic-buyer/)
- [Maser Consulting](https://amaaonline.com/tombstone/maser-consulting/)
- [CBRE|Heery](https://amaaonline.com/tombstone/cbreheery/)
- [Shaker Workshops](https://amaaonline.com/tombstone/shaker-workshops/)
- [LJM Packaging Co. Inc.](https://amaaonline.com/tombstone/ljm-packaging-co-inc/)
- [Latitude Sports Clubs](https://amaaonline.com/tombstone/latitude-sports-clubs/)
- [FNA Transmissions](https://amaaonline.com/tombstone/fna-transmissions/)
- [Dion Signs](https://amaaonline.com/tombstone/dion-signs/)
- [Houghtaling & Smith Funeral Home](https://amaaonline.com/tombstone/houghtaling-smith-funeral-home/)
- [AVO Fence & Supply](https://amaaonline.com/tombstone/avo-fence-supply/)
- [Accudynamics Manufacturing](https://amaaonline.com/tombstone/accudynamics-manufacturing/)

## Deals

- [Midwest Leasing Platform (MMJ)](https://amaaonline.com/deal/midwest-leasing-platform-mmj/)
- [Project Artisan](https://amaaonline.com/deal/project-artisan/)
- [Project Play](https://amaaonline.com/deal/project-play/)
- [Substance Abuse Treatment Center, Turnkey Operations](https://amaaonline.com/deal/treatment-center/)
- [Buyer Candidate](https://amaaonline.com/deal/buyer-candidate/)
- [DISTRIBUTOR OF BRICK, STONE, AND BUILDING MATERIALS](https://amaaonline.com/deal/distributor-of-brick-stone-and-building-materials/)
- [Niche Manufacturer Of High‑Quality Water‑Soluble Fertilizers And Advanced Horticulture Products](https://amaaonline.com/deal/niche-manufacturer-of-high-quality-water-soluble-fertilizers-and-advanced-horticulture-products/)
- [TobinLeff Mission 239](https://amaaonline.com/deal/tobinleff-mission-239/)
- [B2B Supply Chain and Logistics Marketing and Consulting Firm](https://amaaonline.com/deal/b2b-supply-chain-and-logistics-marketing-and-consulting-firm/)
- [Established Ready-Mix Concrete w/  DOT Permitted Site](https://amaaonline.com/deal/established-ready-mix-concrete-w-dot-permitted-site/)
- [Topsail Capital Advisors_Project Palmetto](https://amaaonline.com/deal/topsail-capital-advisors_pp_062804/)
- [Project Site Builder](https://amaaonline.com/deal/project-site-builder/)
- [New Opportunity in Eyewear](https://amaaonline.com/deal/new-opportunity-in-eyewear/)
- [Clinical Diagnostic Center](https://amaaonline.com/deal/clinical-diagnostic-center/)
- [Specialty Contract Manufacturing Company](https://amaaonline.com/deal/specialty-contract-manufacturing-company/)
- [Eastern US Rugged Computer Manufacturer](https://amaaonline.com/deal/eastern-us-rugged-computer-manufacturer/)
- [Electronics Manufacturing](https://amaaonline.com/deal/electronics-manufacturing/)
- [Acquisition Opportunity](https://amaaonline.com/deal/acquisition-opportunity/)
- [Metals Manufacturing - Western PA](https://amaaonline.com/deal/deal-corner-3/)
- [Medley, FL - Truck Stop](https://amaaonline.com/deal/medley-fl-truck-stop/)
- [#2361TC 3PL Specialized Distribution Service](https://amaaonline.com/deal/2361tc-3pl-specialized-distribution-service/)
- [Niche Mfr/Fabricator Of Industrial Elastomeric Expansion Joints](https://amaaonline.com/deal/niche-mfr-fabricator-of-industrial-elastomeric-expansion-joints/)
- [Acquisition Search - Strategic Supply/Equipment Distributor](https://amaaonline.com/deal/acquisition-search/)
- [Project Torrent](https://amaaonline.com/deal/project-torrent/)
- [Project Piston - Aircraft Lending Opportunity](https://amaaonline.com/deal/project-piston/) - The principal of Project Piston (Piston) is seeking a new owner for their nationally recognized aircraft lending business. Piston is a founder-led company that has been in operation for 23 years and specializes in originating and servicing single and light twin engine aviation loans to business owners and professionals across the US. Piston possesses an attractive recurring revenue model with a long track record of superior credit quality. Additional Highlights: - Highly diversified portfolio with no current delinquencies - Long, established banking relationships that purchase loan production on a servicing retained basis - History of consistent loan generation (Over 2,300 loans/$350 mm generated since inception) - Large, demographically attractive customer base - Complementary insurance business that adds depth to fee income model - Operates within fragmented industry with multiple growth levers available to a new owner Piston represents an opportunity to leverage an established and scalable specialty lending platform that can be expanded to capture additional market share as well as move up-market for larger aircraft credits. The Company's principal anticipates providing a transition period to a new owner.
- [Heavy Highway/Bridge /Culvert & Infrastructure Construction](https://amaaonline.com/deal/heavy-highway-bridge-culvert-infrastructure-construction/)
- [#2259KS Custom Computer Programming Services](https://amaaonline.com/deal/2259ks-custom-computer-programming-services/) - The Company was established in 2020. They are a team of Supply Chain experts, led by a seasoned technology executive, who furnish end-to-end solutions with core focus on seamless Systems Integration, Implementation, Product Development and Real-time Support. The Company offers cutting edge technology- based solutions, with specialization in Manhattan Associates suites of products, using in-house automations and custom configurations to help customers in optimizing end results, reducing costs in all aspects of Logistics, Warehouse, Fulfillment and Order Management operations. The Company is well positioned to provide a stable and profitable platform for growth. The Services part of the business has a good profit margin. There is opportunity in the Product Development part of the business. The Company has solid relationships in the industry and a great team comprised of experienced industry veterans and up-and-coming talent.
- [#2319PC Electrical Wholesale Distributor](https://amaaonline.com/deal/2319pc/)
- [#2352EA Vehicle Service Equipment](https://amaaonline.com/deal/2352ea/)
- [#2362PC Car Wash & Gas Station](https://amaaonline.com/deal/2362pc-car-wash-gas-station/)
- [Commercial Landscaping-Greater Houston](https://amaaonline.com/deal/commercial-landscaping-greater-houston/)
- [Private Aviation Cap Raise](https://amaaonline.com/deal/private-aviation-cap-raise/)
- [IOT Cap Raise](https://amaaonline.com/deal/iot-cap-raise/)
- [Construction Sale](https://amaaonline.com/deal/construction-sale/)
- [Weird Science](https://amaaonline.com/deal/weird-science/)
- [Established, Profitable and Growing Site Development Company for the O&G Industry](https://amaaonline.com/deal/og-site-development-company/)
- [Site Development Company in the mid-Atlantic](https://amaaonline.com/deal/site-development-company-in-the-mid-atlantic/)
- [Intl supplier of commercial and  military aircraft parts & equip](https://amaaonline.com/deal/intl-supplier-of-commercial-and-military-aircraft-parts-equip/)
- [BFS-Sports Facility](https://amaaonline.com/deal/bfs-sports-facility/)
- [Topsail Capital Advisors 070925](https://amaaonline.com/deal/topsail-capital-advisors-070925/)
- [Topsail Capital Advisors 070825](https://amaaonline.com/deal/topsail-capital-advisors_070825/)
- [Topsail Capital Advisors 070225](https://amaaonline.com/deal/topsailcapitaladvisors_070225/)
- [Project X](https://amaaonline.com/deal/project-x/)
- [Project Showcase](https://amaaonline.com/deal/project-showcase/)
- [NICHE MFG/FABRICATION/ASSEMBLY OF CUSTOM ELECTRICAL, MECHANICAL PARTS](https://amaaonline.com/deal/niche-mfg-fabrication-assembly-of-custom-electrical-mechanical-parts/)
- [NICHE RV REPAIR/PARTS/SERVICE PLUS COMMERCIAL TRAILER SALES](https://amaaonline.com/deal/niche-rv-repair-parts-service-plus-commercial-trailer-sales/)
- [Full-Service SIgn Manuf. and Installation w/ Contracts](https://amaaonline.com/deal/full-service-sign-manufacuring-and-installation-w-contracts/)
- [US Based Importer/ Distributor w/ Major Automotive Client Base](https://amaaonline.com/deal/topsailcapitaladvisors_120224/)
- [Exclusive Buy-side Mandate](https://amaaonline.com/deal/exclusive-buy-side-mandate/)
- [Project Haven](https://amaaonline.com/deal/project-haven/)
- [Custom Shutter manufacturing and installation](https://amaaonline.com/deal/custom-shutter-manufacturing-and-installation/)
- [Sell Side - Europe Based Wooden Garden Products](https://amaaonline.com/deal/sell-side-europe-based-wooden-garden-products/)
- [Project Thoroughbred](https://amaaonline.com/deal/project-thoroughbred/)
- [Project Ace](https://amaaonline.com/deal/project-ace/)
- [Project Naples](https://amaaonline.com/deal/project-naples/)
- [Project Amusement](https://amaaonline.com/deal/project-amusement/)
- [Flooring & Co.](https://amaaonline.com/deal/flooring-co/)
- [EGov](https://amaaonline.com/deal/private-equity-firms/)
- [Topsail Capital Advisors - RNG Transportation & Trucking](https://amaaonline.com/deal/tca_062024/)
- [Topsail Capital Advisors](https://amaaonline.com/deal/tca_071023/)
- [Topsail Capital Advisors](https://amaaonline.com/deal/topsailcapitaladvisors_100423/)
- [Topsail Capital Advisors](https://amaaonline.com/deal/trucking010424/)
- [Topsail Capital Advisors](https://amaaonline.com/deal/topsailcap_specialized-remodeling-business/)
- [Project Personalize](https://amaaonline.com/deal/project-personalize/) - The company designs and sells personalized home goods and other products. They have a very diverse and extensive product line with many proprietary styles and collections. All sales are on-line and through e-commerce channels. They have a large customer database. Customers rate the company's web-site and ordering processes very highly. Proprietary order processing, vendor management and shipping software allows for very efficient operations with almost no returns. The proprietary software also allows for sales grow and scale. The company has other proprietary web-site features that greatly differentiate the company. Sales grew nicely in 2020 and are continuing that same trend so far in 2021. We believe that a buyer with direct to consumer marketing experience and an existing customer database would be able to grow this business nicely.
- [Project Bind](https://amaaonline.com/deal/project-bind/) - Project Bind imports and sells proprietary brands of industrial fasteners and fastening tools used in construction, wood to wood applications and assembly of furniture and other products. The company sells through distributors and offers an extensive line of products. 70% of products sold are proprietary brands, 15% private label and the balance other brands. Small but experienced team provides exceptional customer service and support and product knowledge. Part- time owner wants to retire fully after a transition. His team runs the business day to day. Growing sales and nice margins. 2021 Budget $8.5 million sales/$1.85M EBITDA
- [Laboratory Products and Supplies-Buyside](https://amaaonline.com/deal/laboratory-products-and-supplies/) - Our client is a privately-held family business that develops and sells products into the laboratory market. They sell through distributors in the U.S. and through dealers outside the U.S. Our client has demonstrated success at growing the business internally and through acquisitions. They have grown their business year over year for many years. Our client is looking to acquire companies with products lines selling into the laboratory markets (clinical, school, government, commercial).
- [Equipment Rental and Repairs](https://amaaonline.com/deal/equipment-rental-and-repairs/) - The Company is a long-established and value-added supplier of rental equipment and repair services to a range of end markets. The Company rents and services mobile generators and related products to over 600 active customers that include municipalities, schools, construction firms, electrical contractors, industrial companies, event companies, and healthcare facilities
- [Project Support](https://amaaonline.com/deal/project-support/) - The Company is a fast-growing supplier of wooden pallets selling through multiple channels to a wide range of end-user markets. The Company manufactures pallets and buys and resells pallets manufactured by other companies depending on geography and pricing. Customers include end-users and resellers/distributors. In 2021, the Company supplied pallets to more than 125 customers. Applications included packaging, food and beverage, agriculture, construction, and building materials. Products primarily include wooden pallets
- [Project Hub](https://amaaonline.com/deal/project-hub/)
- [B2B Electrical Contractor with SCIF for Confidential Docs](https://amaaonline.com/deal/b2b-electrical-contractor-with-scif-for-confidential-docs/)
- [Odyssey](https://amaaonline.com/deal/odyssey/)
- [CUSTOM ENGINEERING & FABRICATION SERVICES](https://amaaonline.com/deal/custom-engineering-fabrication-services/)
- [Buy-Side - US Fastener Manufacturer (Automotive)](https://amaaonline.com/deal/buy-side-us-fastener-manufacturer-automotive/)
- [Project Baton](https://amaaonline.com/deal/project-baton/)
- [IMPORTER & DISTRIBUTOR OF BRANDED EUROPEAN FOOD PRODUCTS](https://amaaonline.com/deal/importer-distributor-of-branded-european-food-products/)
- [Cattle Auctioneer with Great History and Projections! (37913)](https://amaaonline.com/deal/cattle-auctioneer-with-great-history-and-projections-37913/)
- [Globally Sourced Distribution & Consultation Agency! (37933)](https://amaaonline.com/deal/globally-sourced-distribution-consultation-agency-37933/)
- [Custom Millwork Mfg. in State-of-the-Art Facility! (37918)](https://amaaonline.com/deal/custom-millwork-mfg-in-state-of-the-art-facility-37918/)
- [Expansive Paving and Construction with 20% Net (17861)](https://amaaonline.com/deal/expansive-paving-and-construction-with-20-net-17861/)
- [Flooring Contractor to National/Regional Builders! (37959B)](https://amaaonline.com/deal/flooring-contractor-to-national-regional-builders-37959b/)
- [Relocatable Popular Sporting Goods Manufacturer and Importer (15001)](https://amaaonline.com/deal/relocatable-popular-sporting-goods-manufacturer-and-importer-15001/)
- [Commercial, Industrial, Municipal Contractor in Florida! (37954)](https://amaaonline.com/deal/commercial-industrial-municipal-contractor-in-florida-37954/)
- [High-Grossing Countertop Fabrication with Potential! (37765)](https://amaaonline.com/deal/high-grossing-countertop-fabrication-with-potential-37765/)
- [Highly Profitable Midwest Oil & Gas Service Company! (37939)](https://amaaonline.com/deal/highly-profitable-midwest-oil-gas-service-company-37939/)
- [Residential Development Engineer with Great Reputation! (37809)](https://amaaonline.com/deal/residential-development-engineer-with-great-reputation-37809/)
- [Property Available! Tractor, Equipment & ATV Retailer (37941)](https://amaaonline.com/deal/https-iagmerger-dealrelations-com-listings-37941-variety-of-powersports-lawn-garden-products-parts-services/)
- [Family Home Contractor Servicing Washington & Oregon! (37879)](https://amaaonline.com/deal/https-iagmerger-dealrelations-com-listing_feeds-3334-details-2/)
- [AMAA](https://amaaonline.com/deal/amaa/) - Opportunity to acquire an outstanding balance, measurement systems and gauging business
- [New England (Boston) HVAC Service Provider](https://amaaonline.com/deal/new-england-boston-hvac-service-provider/)
- [Funding for companies in Brazil](https://amaaonline.com/deal/funding-for-companies-in-brazil/)
- [N/A](https://amaaonline.com/deal/n-a/)
- [M&AA](https://amaaonline.com/deal/maa/) - This precision metal manufacturing business, built and grown over the past 30+ years presents an excellent opportunity to purchase a company with a “preferred vendor” status and stellar reputation with the top USA defense contractors. This company, family owned and operated, has provided steady income, and has immediate and significant growth potential. The company is well-known nationally and has been run efficiently and effectively under the current seller. With an excellent equipment inventory (included in price) as well as a $5M pipeline backlog and real estate that is currently at less than 50% capacity, this company is poised for expansion.
- [Trucking and Logistics Company](https://amaaonline.com/deal/trucking-and-logistics-company/)
- [SuperPress](https://amaaonline.com/deal/superpress/)
- [Food Grade Manufacturing Facility](https://amaaonline.com/deal/food-grade-manufacturing-facility/)
- [Seeking High End Wineries](https://amaaonline.com/deal/seeking-high-end-wineries/)
- [Seeking Acquisition Targets S.E. Florida (and vacinity)](https://amaaonline.com/deal/se-business-management/)
- [Project Clean](https://amaaonline.com/deal/project-clean/) - We are representing for sale on an exclusive basis an exceptional company that provides environmental services in the South East. They provide site assessments, remedial action plans, remedial action construction and other ancillary services to private companies. Their projects are funded by state environmental clean-up funds and by private client and insurance companies. They utilize proprietary systems for a growing part of their services and markets.
- [Dry Cleaner](https://amaaonline.com/deal/dry-cleaner/)
- [Complementary government contractor in the aerospace, biotech, cybersecurity, program management or enterprise IT field](https://amaaonline.com/deal/complementary-government-contractor-in-the-aerospace-biotech-cybersecurity-program-management-or-enterprise-it-field/) - An experienced government contractor is looking to expand its business by acquiring a complementary government contractor in the aerospace, biotech, cybersecurity, program management or enterprise IT field. Acquisition candidate should have revenues of $30M or more with solid EBITDA. Seller participation for a limited transition period is a possibility.
- [Seeking consulting company in the Drilling Services or Nuclear Markets](https://amaaonline.com/deal/consulting-company/) - We have been retained by a venture-backed (VC) Silicon Valley company as a buy-side advisor for a strategic acquisition. Our client is seeking to acquire a business in the Drilling Services or Nuclear Markets. They seek a company with strong revenues, contract mechanisms, and sales pipeline to merge with existing corporate operations or keep as subsidiary. A company based in the United Kingdom or Europe would be advantageous. Target company has the following characteristics: 1. Revenues in the $7-$12 million range, with 20% EBITDA. 2. Existing Contracts with US Department of Energy (DOE), National Nuclear Security Administration, (NNSA), or Nuclear Laboratories. Contracts with UK or other international nuclear waste management organizations. 3. Contracts with existing customer-base that are multi-year, past 2021.
- [GPV Deals-Project Touchdown](https://amaaonline.com/deal/gpv-deals/) - Well-established global promotional product distributor with $17.5 million in revenues in 2019, over $33M in 2020, 19.6M in 2021, and projected at $25M in 2022. Current clients include major sports leagues such as NBA, NFL, and MLB and Fortune 500 companies and distributors. The company has exceptional profitability due to its in-house design capabilities, global partnerships with Metal, PVC, and textile factories, and unique sourcing capabilities. In addition, it produces and procures advertising specialty items domestically for faster turnaround for lower volume clients.
- [Civil Construction](https://amaaonline.com/deal/civil/) - Our client is a Civil Construction Contractor located in the Southeast US. The Company has averaged over $27M revenue and $4.5M Recast EBITDA over the last 4 years. The Company provides an array of services including site development; storm drainage, waste & wastewater utilities; roadways/intersections; multi-use trails; pedestrian bridges; and streetscapes to both municipal and commercial clients. Over three decades, they have developed a repertoire of specialized expertise that enables them to be strategic in landing highly profitable, complex projects. With design-build capabilities, the Company offers value engineering that enables them to assist clients with cost efficient project initiatives while maintaining attractive margins. Ownership seeks an acquisition partner with a proven track record of growth to support the strong management team, provide opportunities for their seasoned staff and align with company culture.
- [Parking Logistics Solutions Company](https://amaaonline.com/deal/logistics-solutions-company/) - OPPORTUNITY TO ACQUIRE A COMMERCIAL PARKING SOLUTIONS COMPANY Investment This innovative parking services company has built a footprint spanning 100+ urban areas across the U.S. and Canada. The Company serves over 2,800 unique customers, majority are long-term clients in the transportation and shipping industry. Features of the Company’s business model driving its success include: • Portable, tech-enabled operation that can be operated from anywhere. • Established national network of local agents able to serve virtually any market. • High-margin business model and low expansion costs. • Loyal commercial customer base – strong relationships, as lead to repeat business for a decade. • Nationally recognized brand, SEO-advantaged URLs plus over a dozen domains for ancillary services.
- [Mfg. Of Tiny Houses](https://amaaonline.com/deal/mfg-of-tiny-houses/) - Opportunity to Acquire Leading Manufacturer of Crafted Tiny Houses with High Double-Digit Revenue Growth Investment An industry pioneer and innovator, the Company designs and builds tiny and small units for national commercial customers. Key customers include hospitality companies, marina owners, property developers and homebuilders. Features of the Company’s business model driving its success include: • 2021 revenue is expected to total $8.6 million with over $2.5 million in adjusted EBITDA. 2020 revenue grew 15.3% (despite a 3-month Covid shutdown) with a strong 26.9% EBITDA margin. Booked and pending orders with estimated total value of $5 million-$10 million. • Long-term relationships with customers across several industries • Exclusive agreements with local developers for right to build small houses in two planned communities • Located in market with affordable skilled labor • Focus on production performance and delivering exceptional quality in every house coming off the line • Winner of multiple awards and recognitions • 24,000 square-foot facility + 3.5 acres for expansion. Market • Capture greater share of existing markets. Leverage significant inroads into hospitality, cohousing and marina markets to acquire new customers in those industries. • Expand geographic footprint. Houses have been shipped to nine states and potential exists to broaden reach throughout North America. • Increase production capacity. Adding one or two more production shifts and building a facility on the unused 3.5 acres of land that is part of the 7-acre parcel could generate at least 3x current business volume. • Enter new markets. The Company also has the capability to design and build tiny permanently affixed stick-built and modular homes. Lucrative wholesale markets for both affixed and on-wheels units include Accessory Dwelling Units (ADUs), mobile restaurants, retail outlets, healthcare clinics and disaster relief housing. For more information, please contact: Thomas J. Hawke at tom@carpenterhawke.com | 617-742-7440 x 3 Carpenter Hawke & Co LLC One Thompson Square, Suite 401 Boston, MA 02129 Phone: (617) 742-7440 www.carpenterhawke.com
- [JADLAMM Realty Corporation](https://amaaonline.com/deal/jadlamm-realty-corporation/) - Looking for a seller
- [OFD](https://amaaonline.com/deal/ofd/) - One of the largest independent office furniture dealers in the South East. Sellers are looking to retire after many years of success.
- [Auto Leasing Company](https://amaaonline.com/deal/firmauto/) - Successful company in the auto leasing business is looking for investment in preferred shares, collateralized by the autos being leased, and with an additional cushion of common shareholder equity. Company seeks 20 million dollars of investment. The company presentation can be found attached.
- [Focus](https://amaaonline.com/deal/focus/) - Designs, develops, and manufactures boresight and zoom lens that are recognized worldwide as the most durable and highest performing available. Each and every item is built to exacting standards and able to withstand the harshest of environments without degradation throughout the life cycle. We not only design and build to world standards, we set the world standard. The company is family-owned and based in the State of Florida.
- [#21401](https://amaaonline.com/deal/21401/) - ACT Capital Advisors is pleased to offer a leading exam preparation platform designed to assist enlisted members within a branch of the US military prepare for their professional advancement exams. This is a Software as a Service company. The Company generates all of its sales through its own eCommerce website and originates its customers via word-of-mouth, organic SEO, and social media. The Company boasts double digit annual revenue growth and high Adjusted EBITDA margins. In 2020, the Company did $2.17 million in Revenue and $1.395 million in Adjusted EBITDA. Click on the link below for the deal page and NDA. https://actcapitaladvisors.com/2021/05/high-end-dog-apparel-manufacturer-with-successful-direct-to-consumer-ecommerce-site/
- [143 - Extremely Profitable Multi-Location Toy Store](https://amaaonline.com/deal/143/) - - Founded in 1970 by a husband and wife team, this multi-location toy store has delivered increasing dividends to shareholders for the last 10 decades. - Requires only 2 cashiers to run each location - Tourist market and multi-location economies of scale help drive above average net margins of 20+% - Locations have thrived through the pandemic increasing average YOY monthly sales by 30% - 80%, and the stores are positioned to continue growth as tourism visits bounces back through 2022. - This is the perfect platform play positioned to fuel its own growth, or is ideal for an individual investor looking to pull out $250,000 to $400,000 per year. Teaser has more information and a 45 page CIM is available after signing an NDA.
- [Solid Wood Products Company](https://amaaonline.com/deal/solid-wood-product-company/) - Designer, producer and distributor of solid home remodeling products such as countertops, planks, and flooring. The Company products are sold through large retail home remodeling chains and 3rd Party E Commerce platforms throughout North America, Europe and Oceania/Asia. TTM March 21 revenue was $23.0 million with $3.05 million in EBITDA up more than 100 percent from 2020 and such growth is projected to continue into 2021 and beyond.
- [Ukraine Highway Project](https://amaaonline.com/deal/ukraine-highway-project/) - Fantastic opportunity for a private investor to expand their portfolio in Ukraine! The project announcement is from June 2021. Ukraine’s State Agency of Automobile Roads (Ukravtodor) will soon announce a tender for the selection of an investor for the construction of the Krakovets-Brody-Rivne road on the terms of a public-private partnership. This is a multibillion project. The private investor would have to ensure the full project financing for sections Lviv – Brody, Krakovets – Lviv, Brody – Rivne. The expected construction term is about 4-5 years. Interested firms can put together a bid for the procurement process, which will be happening soon. Please see attachment for more details. IPO Pang can assist potential clients with the bidding process.
- [Invest in the healthy soda drink "Green Cola"](https://amaaonline.com/deal/invest-in-green-cola/) - Green Cola is soliciting venture capital investment from parties interested in expanding their portfolios to include innovative, healthy, and fair trade focused food and beverage companies. A stevia-sweetened drink, the global consumer demand for healthy sodas continues to grow, with forecasts predicting a 8,5% CAGR in the next five years and can reach $1 billion by 2027. The USA and Japan account for 60% of the global stevia-sweetened beverage market alone. The brand was founded in Greece by a former Hellenic Boling Co. senior executive and beverage expert, who helped develop one of the largest Coca Cola franchises globally, covering more than 25 countries, from Nigeria to Russia, and many countries in between. Although Green Cola's present headquarters and product concentrate manufacturing is based in Greece, the company has presences in Cyprus, USA, UK, Netherlands, Baltics, Poland, Spain, and Italy. Green Cola also has a subsidiary operating in Dubai and in Egypt, which covers 17 countries in the MENA region. The company wants to expand into other regions, so this is a perfect time to get involved as an investor. Please see the PDF presentation for more information, and reach out to us at the contact information listed. If you are interested, IPO Pang can help facilitate this fantastic investment opportunity.
- [Project Office](https://amaaonline.com/deal/project-office/) - The Company has established itself as one of the premier dealers of office furniture in its region, and is one of the most successful, if not the most successful, independents. Its independent status means the Company is not governed by large manufacturers or buying groups. The Company competes successfully against big box dealers by offering three significant advantages that its larger rivals cannot compete with: o Superior customer service o Large selection of used furniture; big box stores generally do not offer this option o Great pricing on new furniture For the year ended December 31, 2020 the Company posted adjusted EBITDA of more than $500,000. Adjusted EBITDA averaged over $600,000 for 2018 – 2020. The Company’s stellar reputation, loyal customer base and high margins allowed it to weather a COVID-caused downturn in 2020. While sales declined significantly in 2020, profits declined much less, a tribute to excellent expense control and the fundamental soundness of the business. Owners still enjoyed excellent compensation in 2020.
- [Kitchen Cabinet and Countertop](https://amaaonline.com/deal/kitchen-cabinet-and-countertop/) - Vertically Integrated Kitchen Cabinet and Countertop Supplier to the Wholesale Trade and Retail Consumer Markets Opportunity Type: Acquisition Location: U.S. Capabilities: In business since 2002, the Company has installed over 30,000 kitchens and has grown to 13 retail locations and 3 warehouses. With its own line of high-quality, all plywood cabinetry that is up to 30% cheaper and is installed 4x faster than its competition, the Company is able to gain market share from both major big-box retailers and mom and pop stores. In addition, the Company is a market leader in innovation and product development, creating the model for future new kitchen installations and renovations. 2020 Sales*: $33.8 million 2020 Adjusted EBITDA*: $5.8 million 2021 Projected Sales: $39.5 million 2021 Projected Adjusted EBITDA: $6.3 million *2020 reflects the adverse impact of Covid-19 Key Success Drivers: The Company’s strategy for success has been to produce competitively priced products quickly, simplifying the buying and manufacturing process, and delivering custom made kitchens in one day. The Company’s vertically integrated supply chain with direct manufacture ownership further increases profits and speed. Multiple opportunities have been identified to continue the Company’s growth trajectory by expanding into new markets and integrating propriety technology into the purchase decision. The Company’s successful formula for driving growth includes:  Location in Opportunity Zone and Enterprise Zone.  100% all-plywood cabinets at highly competitive prices.  4x faster than the competition.  Superior customer service.  Centralized distribution and inventory management.  Vertically integrated suppliers to decrease cost and increase speed.  Customized, proprietary technology.
- [Fintech seeking Financing](https://amaaonline.com/deal/fintech-seeking-financing/) - The company is a fast-growing, VC-backed, financial factoring company in Mexico. They are a Delaware C-Corp operating in LATAM whose technology leapfrogs a flawed financial system and gives access to a $65B market in Mexico with plans to enter other LATAM countries, and eventually serve the Latino population in the US. Think Bluevine, Kabbage, or Fundbox as examples. Strengths: Experienced team looking to dominate a fast-growing market, very attractive economics (very high effective interest), and last is downside protection to the company (the client-company selling their invoices are liable for payment as are the companies whose invoices are being loaned-against). Attached is their presentation.
- [Commercial Glass and Glazing](https://amaaonline.com/deal/commercial-glass-and-glazing/) - Commercial glass and glazing company in the upper midwest. Company has grown 2 fold over the past couple of years, simply by word of mouth. Significant opportunity for growth through adding a sales member/team. 2 owners, one of which is ready to walk away, other who would like/would be willing to stay on to help with the transition.
- [Imagine](https://amaaonline.com/deal/imagine/) - Imagine has multiple offices in Florida, New York and South America. It is a visionary and award -winning firm for projects globally. It services the hottest US markets including: transportation facilities and airports, K-12 schools and universities, mixed-use and commercial, multi-family and residential high-rise complexes and master planning and urban design. The company has performed with a top-line revenue CAGR of 11.0% over the past 7 years. It is owned by two professionals who desire to remain with the company. The company has 135 total employees.
- [Engineering and Testing Company](https://amaaonline.com/deal/engineering-and-testing-company/) - This company serves the needs of building developers, contractors, engineers and architects throughout the 5 boroughs of New York City. They provide laboratory testing for a broad range of construction materials and applications as well as field inspection services for every phase of construction from site analysis to completion. Prompt, accurate test results, well-qualified inspectors, strong management, financial security, stringent record keeping, and accessible top management have all contributed to the company’s solid reputation in the industry. The company’s broad scope allows them to handle every inspection and testing need that may arise. They boast decades of experience with the special inspection requirements set forth in Chapter 17 of the New York State Building Code, ensuring compliance with the construction monitoring requirements set forth in Section 1814 and 3304 of the New York City Building Code as well as IAS certified per ASTM E329 Quality Systems Manual. This is an excellent opportunity to acquire a well-established firm with talented staff, strong competencies, an outstanding reputation and opportunities for growth.
- [Mid-Atlantic Urgent Care Center](https://amaaonline.com/deal/mid-atlantic-urgent-care-center/) - This thriving, multi-location practice has been providing urgent care and other health services for over one decade. Situated in a fast-growing mid-Atlantic state, the practice has a great reputation for providing quality, affordable care in its modern healthcare facilities. The practice believes that collaboration between patient and provider is the key to a healthier individual and community. The practice employs an experienced clinical team consisting of board-certified physicians, physician’s assistants, nurse practitioners, technicians, and medical assistants. This clinical team works collaboratively to provide acute care for injury or illness to the community seven days a week. The practice’s urgent care services are comprehensive. Diagnostic capabilities include on-site x-rays, EKG, and other tests and procedures aimed at assessing and treating a variety of health conditions. The practice also provides occupational medicine services to public and private employers throughout its coverage area. Services include DOT Physicals and screenings, workers’ compensation examinations, fitness-for-duty and other employment physicals, and travel vaccinations, among others. The sellers seeks to transition the practice to a new buyer / investor and is willing to assist to ensure a smooth transition. All potential buyers are required to sign a nondisclosure and must provide proof of financial viability.
- [Appleseed x CMS](https://amaaonline.com/deal/appleseed-x-cms/) - Major Northeast Tourist Attraction/Destination: • 2021 19% growth more than recovers from 2020 COVID decrease (11%) • 400,000+ visitors/year; 300+ motor coaches/year • 2nd most visited attraction in state • Over one million gallons of cider production capacity • Fast growing Hard Cider sales with 10 different taste profiles Multiple Avenues for Growth: • Professional merchandising and buying supports continued retail growth • Increasing hosting public and private events also increases awareness • Enlist distributors for “homemade” products – wholesale and retail • Grow customer list and outreach driving sales through new website
- [CrossRoads - TT](https://amaaonline.com/deal/crossroads/) - Well established and respected Company that specializes in all aspects of finished carpentry products and services working primarily with large homebuilders of single-family homes and contractors of multi-family projects. The Company delivers projects in all aspects of finishing required for single family and multi-family residential dwellings such as interior and exterior doors, door frames, base boards, crown molding, hardware, built-in closets, fireplace mantles, etc. The Company's revenue is well diversified across multiple large homebuilding clients. The Company has many opportunities to expand its product and service offerings to its existing client base, using the same skill sets that it already uses to perform its core services. There is ample opportunity for the Company to expand into providing more finished carpentry services to its core client base, including: windows, overhead garage doors, and storefront windows & doors. Even though projects and revenues have been delayed in 2020 and 2021 YTD due to Covid, the Company expects a rebound at the end of 2021 and into 2022 based on revenue already under contract with large home builders of single family and multi-family residences. Pre-Covid Revenues were at 23.9MM in 2019 and 19.8MM in 2018, reflecting strong penetration into key accounts that will continue to drive future growth. The services provided by the Company are in high demand by many of the largest homebuilders and multi-family developers active in the greater Southern CA area, which is one of the fastest growing economic regions in the Western U.S. According to the FirstTuesdayJournal, after 18 months of decline, single family residential (SFR) starts turned positive at 31% above one year earlier in the six-month phase ending June 2021. During those same six months, multi-family construction starts also reversed course, up 26% from a year earlier. The Business operates out of a 25,295 SF Building (owned by the Sellers that is also available for sale), utilizing a subsection of the building that includes a 9,972 SF warehouse and 3,491 SF office space. The Business has 62 employees, of which more than 26 are in the field and also has a well experienced and established management team led by the General Manager, who had held the position for more than 3 years. The Company is managed by an experienced General Manager and management team with well-defined roles and job responsibilities. The current Owners have a lesser role in the day-to-day operation of the business. The Company has an A++ list of Corporate clients: Multiple national homebuilders and multi-family developers who are active in the region, and it ranks extremely high among its peers in performance and competence. It operates in the lucrative Southern CA area, where according to IBISWorld, the Residential Building Construction industry in California has experienced an upward trend with Industry revenue increased at an annualized 7.0% to $64.2 billion over the five years to 2020, 4.3% in 2020 alone. Industry profit has rapidly grown in line with revenue growth. Also, according to IBISWorld, the Carpenters industry depends heavily on demand from building construction activity; thus, industry performance is largely tied to cyclical fluctuations in downstream residential and nonresidential construction markets.
- [CrossRoads - DD](https://amaaonline.com/deal/crossroads-2/) - Rapidly growing Builder of custom outside decks in the greater Spokane, WA area. With forecasted sales of $4 million in 2021, an enviable 20% EBITDA margin, and a formalized management structure that is built on a decentralized model of work crews reporting to a non-owner operations manager, the Company is poised for continued growth in one of the most dynamic housing markets in the United States. The Company has averaged a 47% growth over the last two years with no end in that growth foreseen. Estimated sales growth in 2021 is expected to be 44 % from sales levels in 2020 with a large majority of this revenue coming from the residential sector. Given the high demand for its services, the Company has been able to expand its operating margin in 2021 at a time when the home construction industry has experienced a great deal of margin pressure due to an increase in raw material from lumber prices and other material used in the industry. The Company was founded over a decade ago and has developed a reputation within the Spokane region as an honest and forthright company that delivers value to its customers. The Company attributes its impressive growth to the quality of its work and the skill and respectfulness of its employees, as well as the Company’s image as a clean, responsible, and moral company. Adding to its following in the Spokane market is the Company’s consistent spending on "drive time" radio advertising and social media platforms over the last several years. The Company installs mostly synthetic wood decks given the significantly better wear and tear of synthetic wood decks compared with natural wood decks, particularly in the Spokane region where decks are exposed to hot summers and cold winters, with the decks often under snow and ice during the winter months. The higher cost of synthetic decks has also narrowed over the last year with higher lumber prices. The Company has an excellent market Growth Potential. Given the high demand for the Company’s residential product the Company has not ventured into marketing to the commercial sector in the region. This is due in large part to the fact that the Company has not been able to keep pace with the residential demand for its product. In fact, during the COVID pandemic period which has covered most of the last couple of years shown above, the limiting factor for the Company has been finding enough experienced or even entry level labor to allow it to expand its sales further. Part of the Company’s growth can be attributed to the growth and economic vitality of the greater Spokane area. Per the Spokane City Economic Development Department, the population of Spokane County is 491,000 people, and the Spokane – Coeur d’Alene area has more than 745,000 residents and is ranked 71st among combined metro areas in the nation between Lexington, Kentucky and Syracuse, New York. The housing market in the Spokane region has been one of the fastest growing in the nation over the last couple of years. In fact, Coeur d Alene, ID (25 miles from Spokane), where the Company has a market presence, was recently listed (May 2021) by the Wall Street Journal as the fastest rising home prices in the nation, and Spokane was not far behind at #5 in the nation. I look forward to staring a conversation. Email me directly at georgiouv@crossroadsbusiness.com, or call me on my Cell#: 949-292-6718.
- [Truck Driver Staffing](https://amaaonline.com/deal/truck-driver-staffing/) - Truck driver staffing company based on the east coast. The company is asset lite as they don't own any of the trucks and the client have DOT operating authority. Have developed a unique recruiting model to identify drivers, Database of 25,000 drivers. Support both short term and long term contracts. Owners willing to stay on to support the transition or help run the company.
- [Civil construction infrastructure company in NY](https://amaaonline.com/deal/civil-construction-infrastructure-company-in-ny/) - The Company is a union general contracting company with a diverse area of experience in the heavy civil construction industry, operating primarily in New York City’s five boroughs, it’s surrounding counties, and in the states of Delaware, New Jersey, New York, and Pennsylvania. Established in 1987, the Company has achieved a successful track record with $1.6 billion revenue in total during the last three and a half decades. Company offers a variety of retrofitting and maintenance infrastructure services with a focus on the following areas: • Bridge repair • Painting • Mass transit structural rehabilitation Company is a family-owned business. The subject transaction is triggered by the family’s succession plans. The second and third generations would like to focus on their other businesses and investments, and divest their ownership interest in the Company. Based on the family’s succession plans, the owners of the Company are interested in selling the entirety of the business to a strategic buyer and/or growth-oriented investor. The existing management and key executives and personnel are willing to stay at the Company upon the sale of the entire business. The management strongly believes in the Company, and with its strong track records and references, they pledge a smooth transition of ownership and a successful venture. The management believes that strong opportunities offered by the industry and growth potential under the new ownership would make it a great investment for the new owners.
- [An Outdoor Apparel and Sportswear Company from Europe](https://amaaonline.com/deal/an-outdoor-apparel-and-sportswear-company-from-europe/) - Pantera Group (“the Company”) is a producer and exporter of outdoor apparel and active sportswear products for mainly the European markets. Pantera Group is an export-oriented firm. About 97 percent of the Company’s sales were exports in 2019 and 2020. Pantera Group was established in 2002. Since its inception the company has achieved an outstanding growth. As of 2020, Pantera Group is one of the leaders in its market with 600 employees, 10,000 square-meters production area, and 1.2 million pcs of annual production capacity. One of the most outstanding assets of the Company is its high-tech production infrastructure. Pantera Group offers value-added services, including: - Design merchandising - Planning, logistics, and warehouse services - Cutting, stitching, and pressing - Pattern development - Quality control - Packing and labelling Pantera Group positions itself in the market as a “production services partner” for its customers. Accordingly, the group is structured to deliver a complete single source service solution, from the technical guidance for design and development of the collections to the delivery of final products to their ultimate destinations, and with a comprehensive range of departments pioneering and monitoring innovations in the sector, and applying those innovations. Geographically, Pantera Group is strategically positioned to conveniently grow and capitalize on the significant new market opportunities in Europe, the Middle East, North Africa, Russia, and the CIS countries. The owners of the Pantera Group are interested in selling a portion (their preference is at least 50%, up to 80%) of the business to a strategic buyer and/or growth-oriented investor. The Company plans to finance its growth and next phase market expansion by focusing on more marketing and capacity increase. The owners of the Company would also consider selling 100% of the business depending on the terms and valuation. Please note that the existing management and key executives are willing to stay at the Company upon the sale of the entire business.
- [COMMERCIAL AND INDUSTRIAL CLEANING PRODUCTS](https://amaaonline.com/deal/commercial-and-industrial-cleaning-products/) - COMMERCIAL AND INDUSTRIAL CLEANING PRODUCTS Key Business Features • EPA REGISTERED PRODUCT EFFECTIVE AGAINST COVID-19. Powerful, effective, safe, and versatile product used for institutional cleaning is sub-licensed and is an EPA registered COVID-19 "N" listed all-in-one disinfectant, fungicide, mildew stat, and virucide cleaner. • COMMERCIAL-STRENGTH PRODUCTS TO COMBAT MOLD & MILDEW. - Proprietary all-purpose cleaning solution great for removing mold, mildew, dirt, and soil and useful on both finished and unfinished building materials. - Several solutions for mold prevention, including an exclusive FBC compatible formula for new-build construction. Each of these preparations provides a moisture barrier for long-term surface protection and disinfection approved for use on a wide range of surfaces and materials. - Commercial-strength odor neutralizer designed to target and completely eradicate odors. - Industrial-strength cosmetic stain remover for use on numerous surfaces. • ENVIRONMENTALLY FOCUSED. These products are designed to be safe and effective at improving indoor air quality and complete the job with the smallest impact on the surroundings and environment. • PRODUCT APPLICATIONS. Products are designed to be used together as a system designed to both eradicate mold and provide surface protection for Mold Remediation, Biohazard Remediation, and Water and Fire damage situations. • EXCELLENT INDUSTRY REPUTATION. The Company provides its customers with superior customer service, training, and technical assistance. • LONG-TERM, LOYAL, AND STEADILY GROWING CUSTOMER BASE. Including distributors and direct customers. Key Financial Features: • 2021 Sales (Estimated) $1,300,000. $250,000 BTNI. • 2020 Sales totaled $1,777,618. • 2020 Gross Profit 65%. • 2018 - 2020 Average Sales $1,298,030. The company is well-positioned and has additional capacity for future growth. If this opportunity is of interest to you, complete and return the Non-Disclosure Agreement. Once the NDA is executed and returned, we will provide a confidential business summary of the company that will provide additional information for your review. Alan Pawlowski: 716-207-2932 or e-mail alan@nextpointllc.com
- [Agricultural Construction](https://amaaonline.com/deal/agricultural-construction/) - Midwest business, located on 17 acres, approximately 12,000 square feet of office, workshop, and warehouse space. Located in a highly agricultural area. 90% of sales within a 90‐mile radius. Business was established 35+ years ago. Sales, installation, and service of grain handling equipment ranging from repairs to complete turnkey projects on a green site. Additional revenues from equipment rentals, online sales, walk-in customers. Business provides equipment installation and support services for the agriculture industry therefore is not as susceptible to general market downturn conditions. Good profitability with very little to no financing needed for projects. High level of records and resources for its customer base creating efficiency. Well established in the area and respected. Supplier agreements also of value to prospective buyers. General skills transferable to other industries. Dedicated and experienced workforce. The company is already prepared for the change of ownership. Customer relations, contracts, quotes, blueprints, financial, and other key information is well maintained and documented. The staff members are trained to manage all operations without the present owner’s supervision and have a strong management team in place to run the day‐to‐day operations.
- [Project Ingredients](https://amaaonline.com/deal/project-ingredients/) - A leading manufacturer and distributor of various food & beverage ingredients, animal nutrition ingredients, vitamin & supplements ingredients and pharmaceutical additives used in a wide array of functional applications including taste enhancement, managing pH, reducing hygroscopicity, improving shelf stability and more. Ownership is looking to acquire manufacturers of tailored specialty products that are patented or patentable for the Bakery, Confectionary and Beverage markets; including unique and existing mineral supplements based on malic or fumaric acids.
- [Midwest Based Municipal and Commercial Pump and Valve Installer and Servicer](https://amaaonline.com/deal/midwest-based-municipal-and-commercial-pump-and-valve-installer-and-servicer/) - Municipal and commercial pump and valve servicer and installer based in the Midwest. Majority of their work is updates, repairs, and servicing of existing systems. Has been slowly growing the company over the past several years. Owns exclusive distribution and servicing rights for several major product lines in their area. Owner is looking to sell a majority stake in the company but stay on to continue to help grow the company.
- [Project Chaise](https://amaaonline.com/deal/project-chaise/) - Project Chaise is a leading designer and distributor of commercial grade outdoor furniture. The Company offers a comprehensive suite of outdoor furniture with over 20 robust collections containing 10k+ SKUs. The Company maintains longstanding relationships with contract manufacturers unlocking a high degree of scalability and flexibility in the production process. The Company is projected to generate $8.3M of net revenue and $1.1M of Adj. EBITDA, or 13.4% Adj. EBITDA margin in CY’21.
- [High-Growth Furniture & Lifestyle Store](https://amaaonline.com/deal/high-growth-furniture-lifestyle-store/) - This fast-growing retail establishment in Southwestern Ontario has been providing customers with name-brand furniture and household goods for over 22 years. They are known for offering a variety of consumer products at affordable prices. This business has a knowledgeable and friendly sales team to ensure that customers make an informed purchase and leave the store with the right product. Customers looking for big-ticket items such as indoor and outdoor furniture travel over an hour to this store, passing several big box stores along the way. The store’s busiest departments include furniture, mattresses, outdoor furniture, and appliances. The average profit margin across the store is approximately 46%. During COVID the store had to be closed and limited to curbside pick up, during this period the company was able to do about 40% of its regular sales volume. Recently expanded and renovated facility which substantially increased the size of the showroom leaving room for ample growth. Our client is aiming to sell 100% of the business (asset sale) to the purchaser, additionally, they are also open to selling the land and building (asset sale) to the buyer. o Top line revenue is expected to continue to increase until revenue is equal to $200 per sq ft (previous to the expansion, revenue was over $200 per sq ft) o Margins historically over 40% due to the nature of the goods and supplier connections o EBITDA has continued to grow through the COVID-19 pandemic- despite only being able to offer curbside pick up for a certain period
- [Janitorial Services Business](https://amaaonline.com/deal/janitorial-services-business/) - This fast-growing janitorial services business in Southwestern Ontario has been servicing an exclusive list of clients for over 50 years. Their business model targets top-tier commercial and municipal clients who demand white-glove treatment and the highest quality cleaning services. The result has been impressive: 1) above-average profit margins; 2) exceptional customer and employee retention rates; and 3) a business model that is scalable to insulate them from competitors. During the COVID-19 pandemic, the business has taken advantage of sustainable growth opportunities such as increased workstation sanitization and routine disinfection of high-traffic common areas. This has led to increased revenue of 55% from 2020 to 2021 and increased profitability (normalized EBITDA) to 42% from 23%. This uptick is expected to continue indefinitely as compliance with health and safety protocols continue to evolve as employers are challenged with getting their employees back into the office while keeping them safe and protected. The seller has put management in place to run the day-to-day in order to ensure a smooth selling process.
- [Project Animal](https://amaaonline.com/deal/project-animal/) - Acquisition Opportunity of Highest Performing Territories of a Premier National Animal Wildlife and Pest Control Franchise.
- [School Bus Transportation Company for Sale](https://amaaonline.com/deal/school-bus-transportation-company-for-sale/) - The Company, founded in 1989, specializes in student transportation for public, private, and parochial schools. It also provides transportation for day cares, camps, sporting teams, and other various private-related events.
- [Deal Corner](https://amaaonline.com/deal/deal-corner/) - Concept and Perspective (CNP) has been engaged by a global provider of testing, certification, inspection, advisory and other services to help accelerate its growth in North America. Our client is looking for strategic opportunities to team with other leading businesses in the quality and technical assurance market. March 2022
- [Project Earth Mover](https://amaaonline.com/deal/project-earth-mover/) - Founded in 1983 in a high-growth city in the Rocky Mountain Region, the Company is a founder lead full-service excavation service provider. The Company provides mass earth moving and site development for both residential and commercial real estate sites. Servicing their geography for almost 40 years, the Company has become the go-to resource for the areas growing demand for both residential and commercial construction projects. The Company employs a field staff of thirty with five field supervisors and a heavy equipment inventory that includes multiple Loaders, Excavators, Trucks, related attachments. The Company is equipped to service any excavation project in their market. The field staff is supported by a back-office staff which includes five full time and one part time employee. The company has grown by an average of 11% per year since 2018 and believes it can accelerate this growth with the right partner and increased resources.
- [WOMEN'S APPAREL COMPANY](https://amaaonline.com/deal/womens-apparel-company/) - Mexican Leading manufacturing textile Company (28 years). Engaged in the design, production and commercialization of high quality women clothing. Top AAA Mexican clients, consistent growth sales, strong relationship with Mexican and foreign key suppliers, strong and quality workforce. Capacity to extend production. Enclosed Teaser is in Mexican Pesos. EBITDA 40 Million MX (2MDlls).
- [Voyager](https://amaaonline.com/deal/voyager/) - This $77M Rev/$14M EBITDA global sourcing and manufacturing business wins and retains customers by adding a full suite of engineering services across five sourced mechanical products including wire harnesses/cables, stamped metal parts, injection molded plastics, die cast parts and CNC parts. In addition, the Company makes tools globally and provides manufacturing services at its own global facilities and third party facilities. Their on-time deliver remains excellent at 99.5% despite the challenges at other global suppliers.
- [Family Office Buyside Opportunity](https://amaaonline.com/deal/family-office-buyside-opportunity/) - East Coast Family Office seeks to acquire platform acquisition that can be grown over time. Desired industries include industrial equipment, engineered components, branded consumer durables, material handling and automation, and packaging equipment and machinery. Preferred end markets are medical, food & beverage, water/wastewater, utilities, telecom and energy (green). Summary: $400M Available Equity Capital. $75M-$200M Target Enterprise Value, >30% Target Gross Margin. $8M-$25M Targeted Annual EBITDA. Please call me at 617-504-7762 or email me at eric@onmarkcapital.com and I am more than happy to share more details about my family office client.
- [Midwest Fleet Operator/Logistics Broker](https://amaaonline.com/deal/566662/) - A high-growth, profitable Midwest-based logistics provider with truckload, drayage and warehouse operations. • Operates 54 owned, leased & contracted trucks. • Owns 33 trucks and 71 trailers. • Complementary brokerage and warehousing capabilities.
- [Telemedicine Software + Managed Services](https://amaaonline.com/deal/telemedicine-software-managed-services-2/) - Company was founded on the belief that health care should be affordable and accessible to everyone. To achieve this mission, this company's team has built a suite of integrated tools, including its IP-protected flagship product, a symptom-based enhanced virtual care platform available to patients 24/7 on demand nationwide. Their machine vision is poised to transform diagnostics by bringing them directly into the home – enabling an omni-channel patient experience virtual, on site, or in-home care – wherever it’s most convenient for them.
- [Project Forge - Steel Service Center Opportunity](https://amaaonline.com/deal/project-forge-steel-service-center-opportunity/) - The Shareholders of Project Forge (“Forge” or the “Company”) are seeking to sell the business to its next majority owner that has the resources and capabilities to build upon the Company’s standing as an industry leader. Forge is a closely-held steel service center located in the northeast that distributes structural steel along with high margin fabrication and shop services. The Company has experienced strong revenue growth and profitability thanks to its responsive business model focused on providing solutions as well as prompt, next day product to its customers. The Company enjoys: - Experienced management leadership - Stable, long-term customers - Strong financial profile (Revenue of approx. $30MM, EBITDA margin of 16.4%, no debt) - Skilled, non-unionized labor force - Robust, up-to-date equipment and machinery with minimal capex needs Forge represents an opportunity to acquire an established growing business with a long-term track record and strong reputation. The Company's CEO anticipates providing an ample transition period to a new owner.
- [Tier One Automotive Metal Fascia Parts Manufacturer](https://amaaonline.com/deal/project-juliet/) - CIP Capital Advisors, LLC is leading a sell-side mandate for an integrated manufacturer of metal fascia parts and assemblies having direct relationships with major OEM automotive manufacturers, including leading electric vehicle (EV) manufacturers. Since launching the business in 1962, the owners’ leadership has invested heavily in the Company’s respected brand, establishing a sterling reputation for producing and delivering high-quality metal parts as a direct supplier to global automotive manufacturers. The Company’s capabilities and reputation have led to substantial relationships with both legacy OEMs as well as with leading EV manufacturers, including Tesla. The Company’s deliverables comprise a full spectrum of solutions; from tooling development to try-out to prototype and full production runs. Its capabilities span a broad gamut of processes including: roll-forming, stamping, aluminum extrusion fabrications, PVC extrusions, coating, metal finishing and inspection/assembly operations. The Company has its headquarters in Southeast Michigan and operates from nearby plants yielding a combined 220,000 square feet of operating, warehouse and administrative capacity. For fiscal year 2022, the Company estimates revenue of $46 million with EBITDA approximating $5.0 million, with higher volume and earnings levels experienced by the Company in recent pre-pandemic years. And now, substantial new business awards have created much higher forward revenue expectations which range from $107 million in 2023 to over $130 million for 2026, with accompanying annual EBITDA ranging from $19.2 million for 2023 to $23.6 million for 2026. The Company has been awarded five “Supplier of the Year” Awards over the past three years and is well positioned to capitalize on its solid brand, reputation and industry expertise and to expand market share by leveraging a larger capital base through a business combination.
- [Water and Sewer Pipeline Rehabilitation Co.](https://amaaonline.com/deal/water-and-sewer-pipeline-rehabilitation-co/) - OVERVIEW: This company is a 27-year-old, second generation owned, Georgia licensed utility contractor that provides Sewer and Pipeline rehabilitation services to major municipalities in and around the Metro Atlanta area. This Company is well situated to serve the needs of the Southeast’s largest metropolitan areas, as they offer superior turn-key services in a timely and cost-effective manner. INVESTMENT HIGHLIGHTS:  The Company serves municipal clients in and around the Atlanta metro area, among which are 4 of the top 5 largest counties by population in the entire surrounding geography.  Committed to providing top-notch customer service through their team of experienced professionals, the Company has been firmly established as a highly successful municipal contractor for over two decades.  All projects are handled by the Company’s highly trained and knowledgeable staff who are adept at solving the toughest problems on the job. Their reputation for quality work at low cost to the client is unsurpassed in Metro Atlanta and the other regions that they serve. GROWTH OPPORTUNITES:  With most staff joining straight out of high school, the team is now highly seasoned at a young age and poised to capture more business. The average age of the Company’s team members is currently 38 years old.  Over the next 5-8 years, the 5 largest counties in metro Atlanta have each budgeted over $1 billion to spend on infrastructure repair. Collectively, the counties of Metro Atlanta alone will spend between an estimated $33.8 billion – $51.5 billion in water infrastructure by 2030 and in 2020, the Atlanta Regional Commission Board approved spending $173 Billion in Federal, State, and local funding through 2050 on infrastructure projects.  The Company’s strong partnerships with respected design and engineering firms during a rapidly expanding market make this company an optimal expansion vehicle.
- [Sawmills and Lumber Product Manufacturing](https://amaaonline.com/deal/sawmills-and-lumber-product-manufacturing/) - OVERVIEW: Operating from state-of-the-art facilities located in the Southeastern United States, this company started with one truck, and a forklift. Built on the backbone of four generations and 114 years of combine industry experience, the Founders have grown the company to 201 employees operating out of two locations, comprised of approximately 344,000 square feet of production space spanning a total of 145 acres of land. The company’s ability to control every step in the process from forest to finished product enables them to produce exceptional, high-quality hardwood, cypress, and pine products along with engineered flooring, complimented by a variety of value-add services to distributors throughout the continental United States and international markets around the world. INVESTMENT HIGHLIGHTS:  Located in the Southeastern United States this company enjoys a competitive edge, having access to ample premium grade wood sources, low taxes, and a robust labor pool.  Highly experienced and relatively young management team expected to stay post-acquisition.  Diversified product mix: Multiple lines of lumber and engineered wood products.  Diversified customer base and geographic footprint that spans 7 countries with the majority of revenue generated stateside. GROWTH OPPORTUNITES:  The Company started the Engineered Flooring operation in 2017 and this part of the operation is expected to continue a natural “ramp-up” trajectory while being augmented by growing demand for engineered wood products.  The Company works to keep up with technological advances and just added a new capability that will increase production. They are also looking at another advancement that would further automate processes and reduce cost and increase production.
- [Premium Auto Repair Business](https://amaaonline.com/deal/rbv-project-auto-1/) - The business is a top-tier auto repair shop with industry-leading process efficiency and operating margins. The Owner has managed the business with a level of process efficiency and workplace culture that places the business in the top tier of the industry. The company has the infrastructure in place to enable significant growth. Owner has leveraged his skillset to get the business to a best-in-class level of operational strength. A new owner is well-positioned to grow by leveraging this business as the foundation. Ideal acquisition opportunity for national/regional auto groups; or for investors to use the in-place blueprint to acquire and turnaround additional shops.
- [Steel Fabricator/Machine Shop](https://amaaonline.com/deal/steel-fabricator-machine-shop/) - Our client is unlike any other contractor in their region. They fabricate and build low-rise steelframed buildings, furnishing and erecting these steel buildings. They excel when the project designs get complicated. Unlike other contractors, they have an Industrial Services division that provides maintenance and small project services for their customers long after the building project is complete. This company also has a steel fabrication shop, and are able to bundle all of this together to provide the best service and quality.
- [Deal Corner](https://amaaonline.com/deal/deal-corner-2/) - Reputable and well-established Colorado short haul trucking & transportation company seeks acquirer. The Company has for over 20 years provided commercial transportation and hauling services for the public and private sectors of the construction and transportation industry in the greater Denver area. Contracts include roadway / highway construction, airport runway repair, commercial and residential development, and commercial snow removal. Company employs seven professional truck drivers with Class A or B CDLs as well as dedicated subcontracted drivers.
- [Project Quarry](https://amaaonline.com/deal/project-quarry/) - Project Quarry, a leading fabricator and installer of custom countertops based in the Mid-Atlantic, has demonstrated strong profitability across their 35+ year history. Business is balanced between renovation and construction, leading to consistency in revenue over time. Business is asset-light, with ready plan for growth through following current customers into adjacent geographies and adding complimentary products. Management is committed to staying on for a smooth transition prior to retirement.
- [Family Healthcare Practice](https://amaaonline.com/deal/family-healthcare-practice/) - Business Description: $1,000,000 EBITDA Our client is a certified rural health clinic based in KY. With more than a decade of continuous service, our client is recognized as one of the premier family practices in their area. They treat patients in every stage of life from birth until death. They’re a multi-provider clinic with the ability to see several patients at once, with an established tele-health infrastructure in place. While their primary service is to provide excellent family medical care, they also offer addiction recovery treatment, behavioral health therapy, and weight management care and services. If you want to learn more about our client I can send over a confidentiality agreement. After we receive the signed confidentiality agreement, we will send the deal book to you. Thank you in advance for your time. We look forward to speaking with you about this exciting opportunity.
- [Metal Related Contract Manufacturer](https://amaaonline.com/deal/contract-manufacturer/) - The Company is a contract manufacturer and highly automated sheet metal fabrication and precision machining company including mechanical assembly, electro-mechanical assembly and wet and dry painting. The Company offers offering full turnkey services and contract part production. The Company offers State-of-the-art, robotic equipment, mechanical design capabilities, expert CAD-based engineering design services and Computer Numerical Control (CNC) production provides for cost effective, high-quality and full turnkey product development from design through all phases of manufacturing to final shipment.
- [Seeking Special Situation](https://amaaonline.com/deal/seeking-special-situation/) - Greetings, We are working with a European PE fund seeking "special" situations, profitable businesses: - Family-owned with no successors - Carve-out - Other Ebitda >$5M all the way to $20M Can be any sector, not just manufacturing.
- [Hydraulic Cylinder Manufacturer](https://amaaonline.com/deal/hydraulic-cylinder-manufacturer/) - Greetings, We are working on a buy-side mandate for a European Hydraulic Cylinder Manufacturer seeking to increase its US footprint by finding a like-minded company. Seeking profitable vendors with their own brands and sales ranging between $5M and 10M, focused on the industrial or infrastructure markets. Mobile (e.g. Caterpillar) segment excluded.
- [Low Pressure Liquid Chromatography Equipment](https://amaaonline.com/deal/low-pressure-liquid-chromatography-equipment/) - Greetings, We are working on a buy-side mandate for a European Low Pressure Liquid Chromatography Equipment Provider seeking to increase its US footprint by finding a like-minded company. Seeking vendors with sales ranging between $1M and 15M. Tangential Flow Filtration also of interest. Ideally vendors should have exposure to the Biopharma space.
- [Zen170 - Software Development Company](https://amaaonline.com/deal/zen170-software-development-company/) - This company launched in 2004 and is an enterprise-level custom software development company with offices in Romania and the USA. The company had a record year in 2021 with the addition of new clients and better margins. In the 2018-19 timeframe, the company raised its rates and improved its utilization of their bench (people), which contributed to higher revenues and adj EBITDA over the ensuing two years. Additionally, 2022 is forecasted to be even better, with booked revenue already at $3.3M as of the end of the 1st quarter. The company has a sterling reputation in the industry and has been steadily growing revenues over the last three years with very little debt.
- [Project Dubois](https://amaaonline.com/deal/project-dubois/) - MULTI-LOCATION URGENT CARE CENTER  Twenty + year old urgent care center  Tenured staff of 3 advanced practice clinicians, 1 medical Doctor, and 10 clinical support / administrative staff for two locations Revenues ~ $1.3M
- [GPV Deals](https://amaaonline.com/deal/gpv-deals-2/) - GPV's client is a US-based manufacturer of PCBs and PCB assemblies which is seeking to acquire US-based companies in the same sectors. Their acquisition criteria is as follows: Location: US only Revenues: $1 million to $50 million Profitability: Prefer cash-flow positive, but breakeven or slightly negative cash-flow is OK Products: Printed circuit boards and PCB assemblies. Not very interested in companies with over 50% of revenue in distribution or other sectors Markets: military, industrial, communications, commercial, etc. Customer Concentration: prefer less than 33% with one customer
- [Manufacturer of Patented Cosmetic CMF Implants](https://amaaonline.com/deal/manufacturer-of-patented-cosmetic-cmf-implants/) - OVERVIEW: Approved for use in more than 35 countries, this company develops and manufactures a full line of patented craniofacial surgical implants for use in both trauma and cosmetic applications. These products cost less to produce than older technologies, they are easier for surgeons to use, and they boast the lowest infection and rejection rates in their industry. Surgeons are changing the lives of patients in reconstructive trauma, and elective cosmetic applications, with less risk and better outcomes than anything else in the market today with these products. This company’s product lines, wherever introduced, hospitals and outpatient centers alike, are displacing older technologies around the globe. INVESTMENT HIGHLIGHTS:  Next generation technology is secured by 9 issued and pending utility patents.  Fully integrated manufacturing process allows the company to maintain total control over quality and affords them the ability to meet extraordinary turnaround times on custom implants.  The products and processes have been cleared for use by some of the most stringent regulatory authorities in the world. REASON FOR SALE: There is a dynamic management team in place, dedicated to innovation and customer service expected to stay post-acquisition. The Founder of the Company wants to go on to develop products in another industry after a smooth transition. FINANCIAL HIGHLIGHTS: Source: Company Financials For NDA and Confidential Information Memorandum Contact: Doreen Morgan, M&A Advisor dmorgan@sunbeltatlanta.com (770) 936-9099 x 800
- [Transportation and Logistics FinTech seeking acquisitions](https://amaaonline.com/deal/transportation-and-logistics-fintech-seeking-acquisitions/) - Transportation and Logistics Fintech company, primarily focused on the trucking industry, is seeking strategic partnerships and acquisitions. The ideal candidates are companies focused on: • Logistics scheduling and services • Services software and apps for truck drivers • Freight payment, billing and digitization • Load boards • Logistics platforms • Warehouse management and logistics platforms • Any service for trucker drivers or fleet owners (not ELD) • Repair and towing networks • Lumpers and lumper services • Any “end of load” touchpoint An ideal candidate would be a company seeking either succession or growth opportunities.
- [Long Established Commercial Cleaning Company](https://amaaonline.com/deal/long-established-commercial-cleaning-company/) - The company offers quality services to Financial Institutions, Secured Government Buildings, Apartment Complexes, Corporate Buildings, Industrial Parks, Educational Facilities, Medical Buildings, and mor
- [Wood Manufacturing Company](https://amaaonline.com/deal/wood-manufacturing-company/) - Listed for sale, the Company is a fast growing, highly profitable, and family owned operation located in Florida. The Company is the leading expert in high quality wood products sold across the country for residential and commercial applications. Made in America, solid wood, state of the art machinery, established brand recognition are the key characteristics that sets the Company apart from the competition and the key reason for its growth and profitability. The owners are selling due to retirement and are committed to the long term success of the Company and will stay on as advisors to endure a seamless transition.
- [Email Marketing Company Seeks Capital](https://amaaonline.com/deal/email-marketing-company-seeks-capital/) - The Company is the leading provider of advanced Email & Messaging Platforms for Decentralized and Distributed Marketing built for the unique needs of Franchises, Publishers/Associations, and Gaming. We are headquartered in San Mateo, California with 20 full time employees. We also have a subsidiary in India with approximately 15 full time employees. We have a world class Enterprise solution that fits the needs of multiple underserved markets, an executive team with over 100 years of combined industry experience, and over 120 customers. We are looking for an investment to help penetrate these key industries and accelerate growth.
- [Truck & Auto Repair Fantastic Facility - Fleet Business - Real Estate Available to Own](https://amaaonline.com/deal/truck-auto-repair-fantastic-facility-fleet-business-real-estate-available-to-own/) - Truck and Auto Repair Center with large fleet servicing in place. Popular and well known site with real estate available for purchase (rental also possible). Owner will finance part of the acquisition. Vehicle inspection station with certified technicians including a towing service with state road approval and access. North of NYC…Great for relocating business owner looking to leave the NYC metro area.
- [Home Accessibility and Mobility Solutions](https://amaaonline.com/deal/home-accessibility-and-mobility-solutions/) - This company has been serving individuals with home accessibility and mobility solutions since 2010. The company offers accessible vans, stair lifts, vertical platform lifts, wheelchair ramps, commercial ramps and car lifts with expert installation, maintenance and repairs. Headquartered in New York, their customer base spans throughout the United States. Valuable improvements have been made in recent months including additional support to help grow the retail market, improved internal systems & processes, enhanced employee development, additional staff, and a more focused product offering. The company features an efficient operation staffed by highly trained employees who deliver high quality service. The business has achieved stability and consistency, and it is poised for growth with the energy of a new owner.
- [62394-364242](https://amaaonline.com/deal/62394-364242/) - 40+ year old UK Independent distributor of cooked meats Vendor looking to retire There is a strong 2nd management team led by an MD family member that is expected to stay with the business The business supplies cooked meats and other goods to retail multiples, symbol groups down to independent distributors. There are three key divisions: - The supplier to retailers - Supplier to independents - Italian import division to Food Service There is also opportunity to grow through new product lines and expand the own brand IP to strengthen positions with customers
- [PROJECT AIR](https://amaaonline.com/deal/project-air/) - • Company’s customers that incorporate manufacturer's product with high efficient unit heaters and/or heating and cooling roof-top units provides the most cost-effective method of maintaining temperatures in a facility and per square foot savings in rental/leasing arrangements for developers/customers. • Current core markets are predominately Midwest (with growing presence in the Southeast) with the capacity to continue to grow at an exceptional pace with a buyer focused on sales growth and continued expansion and increased market share. Product is primarily sold to mechanical contractors, developers, and building owners/end users as part of a new construction project or retrofit. The Company has several high-profile developer and end-user customers.
- [How Sweet It Is!  Brand Leader in Sweetener Category](https://amaaonline.com/deal/brand-leader-sweetener-cpg/) - Established national brand in the sweetener category with established retail, e-commerce, commercial and food service channels. Company has a large number of core SKU's for retail and e-commerce while also enhancing and maximizing brand awareness in commercial and food service channels. YE 2021 Forecast is $31m. Brand is also ripe to use its established platform in other CPG, commercial and food service categories. Company is looking to be acquired by a strategic buyer that has the capability to move the brand and its platform to the next level of success. We are open to a variety of options. Preference will be given to interested parties who have the ability to move quickly and can comfortably execute a transaction north of 1x revenue.
- [3353 - Well Known Precast Concrete Manufacturer and Supplier](https://amaaonline.com/deal/3353/) - This is your chance to own a well known 20 year old precast concrete manufacturer. Specializing in architectural precast concrete, pier caps, door and window arches, keystones, decorative columns, house numbers and custom designs. Typical services include concrete forming, pouring, and finishing. This successful business has a great reputation with builders, commercial and residential customers, are known for their high quality products, and timely delivery. The company enjoys consistent year over year profits and has proven pandemic and recession proof. So much potential for growth including untapped city markets, contracts with residential builders, expanding marketing, and more. Seller is willing to train to ensure a smooth handover. Excellent opportunity to purchase a steady, profitable business with long term growth potential. Property Available @ $849,900 CAD. Listing ID: 3353
- [3360 - Automated Custom Window Covering Manufacturer](https://amaaonline.com/deal/3360/) - Operating for over 30 years this successful manufacturer of customized and automated window coverings for both interior and exterior application, caters to the wholesale and retail market. The company specializes in shades, screens, shutters, drapery systems, and more. Well recognized and trusted for impeccable quality, workmanship, timely delivery, and great customer service. Conveniently located right off the highway in a bustling city with ample plaza parking and a beautiful showroom. Website and social media pages are informative and fully functional. So much potential for growth includes expanding selection and additional marketing. Seller is willing to train to ensure a smooth handoff. This amazing business will be gone before you know it! Listing ID: 3360
- [3366 - Famous Architectural Composite Moulding Manufacturer](https://amaaonline.com/deal/3366/) - Second to none this acclaimed company specializes in interior and exterior composite moulding and has been providing the global design and build industry with high-quality architectural details for 20 years. Their products are versatile yet economical alternatives which is why it’s a popular choice in the building community. Offering over 150 stock selections, custom products, as well as restorations makes this company the first choice each time. Their service is efficient, pricing competitive, and customers loyal. Centrally located off of the highway in a 14,400 sq ft facility where they manufacture the mouldings. Trusted by professionals all over the world, this reputed company has been the go-to for renowned designers and now the owner is looking to pass the business into good hands. Seller is willing to train for a successful transition. Don’t let this gem go! Listing ID: 3366
- [3370 - Highly Profitable Sign Printer](https://amaaonline.com/deal/3370/) - This long-established sign manufacturer is an industry leader. Operating from a 12,000 sq ft facility, they serve every province with their specialized high-volume printing. Their large volume buying power allows pricing that competitors can’t touch and so they also supply the trade. Repeat clientele and their ability to deliver under strict timelines ensure the continued success of this business. A significant opportunity exists in the unused manufacturing capacity that would allow substantial growth into related markets. In a second, unrelated business, they also manufacture metal signposts of their own design for a specific application. These are sold throughout North America. Buyers will be required to complete Buyer Registration prior to the brokerage releasing Confidential Business Overview. Opportunity exists in the unused manufacturing capacity that would allow substantial growth into related markets. Listing ID: 3370
- [3371 - Auto Collision Repair Centre](https://amaaonline.com/deal/3371/) - Don’t miss out on this amazing opportunity to own a profitable collision repair centre and box liner company. Providing quality service to their loyal customer base and widely regarded for its professionalism, excellent value, and superior workmanship. Operating out of a 5,400 sq ft facility with 30×50 sq ft heated shop. All equipment, including 2 post hoist with tire machine and balance, in good condition the business is fully turnkey. Liners are sprayed in a durable lifetime warrantied product. Company property is for sale along with the backing property. Property has security and is fenced. Great opportunity to get into this industry or as an acquisition. Located right off the highway and surrounded by commercial and residential keeps the centre busy all year round. Virtually recession and pandemic proof. Huge growth potential by other collision centre owners retiring and 3 new car dealerships opening. Properties Available @ $1M & $750K CAD. Listing ID: 3371
- [Trinity Transaction Advisory](https://amaaonline.com/deal/trinity-transaction-advisory/) - Hi, Does anyone know of a lender that does business acquisitions lending to achieve an E-2 Visa? We have a client who's looking to acquire a business between $5.0mm to $10mm, and can inject up to $2.0mm liquid cash, but is also would be applying for an E-2 Visa. Any help would be greatly appreciated! Thanks!
- [ANFP-JCGA](https://amaaonline.com/deal/anfp-jcga/) - I am on the hunt for uni-tranche or junior debt/equity or mezzanine finance providers in the micro (under $10M) segment of the US building and construction industry. Senior lenders are on standby for 2x EBITDA for a transaction that is sub-$10M. Current owners are providing roll-over equity of up to 20% and are staying in place. This is one of several planned acquisitions over the next few years within the top 50 US Metropolitan Statistical Areas and is the platform company of an industry consolidation by acquisition plan.
- [Project Bobo](https://amaaonline.com/deal/project-bobo/) - DGP Capital has been retained by a large, well-known $700mm US-based strategic acquirer as a buy-side advisor. Our client is seeking businesses that have the following characteristics: 1) Providers of products/services related to either power generation, petrochemical, refinery or other industrial process industries 2) Products/services should be related to either power generation, power distribution, heat transfer, process heating, boilers or heat exchanger businesses. Other product service offerings that are of interest include power distribution equipment/services (transformers, switchgear, etc); industrial maintenance/construction services serving the power gen, petrochem and other process industries. Added bonus for businesses that have both a product and service offering. 3) US HQ - ok if the target has foreign subsidiaries or branches. 4) Revenues between $20mm to $100mm+, but $100mm is not a hard cut off 5) Ideally EBITDA between $2mm to $10+mm 6) Existing management team that is able and willing to stay in place.
- [SAAS Software Company](https://amaaonline.com/deal/saas-software-company/)
- [Project SAFA](https://amaaonline.com/deal/project-safa/) - Company Description & Background ---------------------------------------------- “SAFA” is currently a wholly owned subsidiary of a large international technical services and research company. The firm has been in business since 2002 and has delivered 200+ engagements to clients helping organizations engineer alignment and action at defining moments. Annual revenues are $3-5M a year in contrast to the corporate parent ~$1 billon revenues/yr. The original founders of the firm are still with the organization and are recognized and published experts in using a proprietary formula to solve complex problems. The proprietary approach, grounded in systems science, has been used to get large teams unstuck, aligned, and on a clear path to meeting key objectives in a remarkably short period of time. Transaction Descriptions & Process --------------------------------------------- Recently, the parent company has changed corporate strategy while the principals of SAFA have adapted their business model to enable a virtual delivery model post-COVID. The principals of the firm are looking to build on its recent success in delivering virtual engagements and develop its platform as a remote workforce collaboration system to solve complex problems at scale. The management team of SAFA is seeking an equity or strategic partner to accelerate its pivot to a deep collaboration technology enabled services provider & support its long-term growth strategy. The parent is supportive and assumes any transaction will be a change of control (majority recapitalization, 100% acquisition, etc.). The parent plans to launch the process in March 2021 and is open to working with advisors experienced in high end consulting services and remote workforce collaboration tools.
- [Client Seeking acquisitions](https://amaaonline.com/deal/client-seeking-acquisitions/) - I have a client that is looking for acquisition targets that provide managed IT services. Deal size they are looking for is under $10M in revenue. Targets can be located anywhere in the US.
- [Healthcare Wellness Center](https://amaaonline.com/deal/healthcare-wellness-center/) - Wellness Center For Sale Located in Affluent Suburb of Greater Birmingham, Alabama This wellness center was established by a physician with a fulltime practice outside of the wellness center. He spends approximately 20 hours per month in the wellness center, but now desires an exit. The operation was established in 2014. 2018 Income: $495,251 2019 Income: $507,624 Expenses: $410,468 Expenses: $449,356 Net: $84,796 Net: $58,268 2020 Expecting YTD figures soon, but Feb, Mar and April were affected by Covid. Approx Net Income May 20K with one FT employee and one PT Aesthetician Approx Net Income June 15K with one FT employee and one PT Aesthetician
- [Extremely established, highly profitable business in the marine/shipping/salvage space is in the market for a funding source](https://amaaonline.com/deal/extremely-established-highly-profitable-business-in-the-marine-shipping-salvage-space-is-in-the-market-for-a-funding-source/) - Funding will be used to purchase a "fire sale" salvage barge/crane. There is a contract in-hand detailing where this unit will be used to recoup a sizable portion of the cost. Final price has not yet been negotiated, but expected to be in the $15MM range.

## Video Libraries

- [Market Trends in Private Capital & Debt](https://amaaonline.com/video-library/market-trends-in-private-capital-debt/)
- [The Road From Here: 5 Questions Defining the M&A Market Post-Pandemic](https://amaaonline.com/video-library/the-road-from-here-5-questions-defining-the-ma-market-post-pandemic/)

## Podcasts

- [M&A Access Episode 31 – Navigating Mergers and Acquisitions with Experts Featuring William Schroeder](https://amaaonline.com/podcast/navigating-mergers-and-acquisitions-with-experts/)
- [M&A Access Episode 30 – Mastering Tech Decisions in M&A](https://amaaonline.com/podcast/mastering-tech-decisions-in-ma/)
- [M&A Access Episode 29 – Best Of M&A Access: Advice from the Deal World](https://amaaonline.com/podcast/best-of-ma-access-advice-from-deal-world/)
- [M&A Access Episode 28 – Compass's Growth Strategy | Stuart Noel](https://amaaonline.com/podcast/compass-growth-strategy/)
- [M&A Access Episode 27 – First Tee Dallas: A Lifelong Journey](https://amaaonline.com/podcast/first-tee-dallas-lifelong-journey/)
- [M&A Access Episode 26 – More Than Golf: How First Tee Builds Future Leaders](https://amaaonline.com/podcast/more-than-golf-how-first-tee-builds-future-leaders/)
- [M&A Access Episode 25 – Mastering M&A Integration: People First](https://amaaonline.com/podcast/mastering-ma-integration-people-first/)
- [M&A Access Episode 24 – Deals Built on Trust: Relationships That Drive Success with Jennifer Grett Marrinucci](https://amaaonline.com/podcast/deals-built-ontrust-relationships-that-drive-success/)
- [M&A Access Episode 23 – From Call Center to CEO: How AI Is Rewriting M&A with Steve Monterroso](https://amaaonline.com/podcast/from-call-center-to-ceo-how-ai-is-rewriting-ma/)
- [M&A Access Episode 22 – The Unwritten Rules of Breaking Into M&A with Ryan Corcoran](https://amaaonline.com/podcast/unwritten-rules-breaking-into-ma/)
- [M&A Access Episode 21 – Blue Wave CEO Entrepreneurial Journey with Sean Mooney](https://amaaonline.com/podcast/ma-access-episode-21-blue-wave-ceo-entrepreneurial-journey-with-sean-mooney/)
- [M&A Access Episode 20 – What Founders Get Wrong About M&A—and How to Get It Right](https://amaaonline.com/podcast/what-founders-get-wrong-about-ma/)
- [M&A Access Episode 19 – Private Capital Without the Playbook: Flexibility Wins](https://amaaonline.com/podcast/private-capital-without-playbook/)
- [M&A Access Episode 17 – Harnessing AI in Mergers and Acquisitions](https://amaaonline.com/podcast/harnessing-ai-in-mergers-and-acquisitions/)
- [M&A Access Episode 18 – Unlocking Human Potential in the Workplace](https://amaaonline.com/podcast/unlocking-human-potential-in-workplace/)
- [M&A Access Episode 15 – Inside the Lower Middle Market](https://amaaonline.com/podcast/episode-15-inside-the-lower-middle-market/)
- [M&A Access Episode 16 – Building a Brokerage with Purpose](https://amaaonline.com/podcast/episode-16-building-a-brokerage-with-purpose/)
- [M&A Access Episode 14 – Raising Capital the Right Way](https://amaaonline.com/podcast/episode-14-raising-capital-right-way/)
- [M&A Access Episode 13 – The Next Generation of M&A: Gilbert Cruz on Networking, AI, and Ethical Deal-Making](https://amaaonline.com/podcast/episode-13-the-next-generation-of-ma/)
- [M&A Access Episode 12 – How Law, AI, and Tariffs Are Shaping M&A with Darryl Mazow](https://amaaonline.com/podcast/episode-12-how-law-ai-and-tariffs-are-shaping-ma/)
- [M&A Access Episode 11 – From Public Accounting to M&A: Mindy Passmore's Inspiring Journey](https://amaaonline.com/podcast/episode-11-from-public-acounting-to-ma/)
- [M&A Access Episode 10 – Community, Connection & Closing Deals with Emily Ackerman](https://amaaonline.com/podcast/community-connection-closing-deals-with-emily-ackerman/)
- [M&A Access Episode 3 - How Leaders Drive Valuation in M&A](https://amaaonline.com/podcast/how-leaders-drive-valuation-in-ma/)
- [M&A Access Episode 8 - Navigating the Insurance Industry: Insights from Tommy Mixon](https://amaaonline.com/podcast/navigating-the-insurance-industry-insights-from-tommy-mixon/)
- [M&A Access Episode 7 - Market Update Uncertainty & Positive Cycle Trends - M&A in 2025](https://amaaonline.com/podcast/market-update-uncertainty-positive-cycle-trends/)
- [M&A Access Episode 6 - Emerging Role of Operating Partners in Private Equity](https://amaaonline.com/podcast/emerging-role-of-operating-partners-in-private-equity/)
- [M&A Access Episode 4 - Second Time's The Charm](https://amaaonline.com/podcast/second-times-the-charm/)
- [M&A Access Episode 5 - What's Next in the Evolution of Independent Sponsors](https://amaaonline.com/podcast/whats-next-in-the-evolution-of-independent-sponsors/)
- [M&A Access Episode 1 - AI in M&A](https://amaaonline.com/podcast/ai-in-ma/)
- [M&A Access Episode 2 - Tariffs, Taxes, and Transactions](https://amaaonline.com/podcast/tariffs-taxes-and-transactions/)

## Categories

- [Uncategorized](https://amaaonline.com/category/uncategorized/)
- [Selling a Business](https://amaaonline.com/category/selling-a-business/)
- [Valuation](https://amaaonline.com/category/valuation/)
- [General Business Brokerage](https://amaaonline.com/category/general-business-brokerage/)
- [Buying a Business](https://amaaonline.com/category/buying-a-business/)
- [Buyer Articles](https://amaaonline.com/category/buyer-articles/)
- [Assign](https://amaaonline.com/category/assign/)
- [Buyer FAQ](https://amaaonline.com/category/buyer-faq/)
- [Blog](https://amaaonline.com/category/blog/)
- [Financing the Deal](https://amaaonline.com/category/financing-the-deal/)
- [Seller FAQ](https://amaaonline.com/category/seller-faq/)
- [Using a Professional](https://amaaonline.com/category/using-a-professional/)
- [Seller Articles](https://amaaonline.com/category/seller-articles/)
- [Business](https://amaaonline.com/category/business/)
- [M&A Access](https://amaaonline.com/category/ma-access/)
- [Chapter Highlight](https://amaaonline.com/category/chapter-highlight/)
- [Sponsored Content](https://amaaonline.com/category/sponsored-content/)
- [Sponsored](https://amaaonline.com/category/sponsored/)

## Tags

- [AM&AA](https://amaaonline.com/tag/amaa/)
- [member spotlight](https://amaaonline.com/tag/member-spotlight/)
- [John Cohan](https://amaaonline.com/tag/john-cohan/)
- [chapter highlight](https://amaaonline.com/tag/chapter-highlight/)
- [M&A](https://amaaonline.com/tag/ma/)
- [article](https://amaaonline.com/tag/article/)
- [William H. Wiersema](https://amaaonline.com/tag/william-h-wiersema/)
- [Christine Hollinden](https://amaaonline.com/tag/christine-hollinden/)
- [Houston](https://amaaonline.com/tag/houston/)
- [Al Fialkovich](https://amaaonline.com/tag/al-fialkovich/)
- [Chapter Spotlight](https://amaaonline.com/tag/chapter-spotlight/)
- [members](https://amaaonline.com/tag/members/)
- [Ryan Corcoran](https://amaaonline.com/tag/ryan-corcoran/)
- [AM&AA Winter Conference 2025](https://amaaonline.com/tag/amaa-winter-conference-2025/)
- [Sunny Erdman](https://amaaonline.com/tag/sunny-erdman/)
- [William Wu](https://amaaonline.com/tag/william-wu/)
- [Liz Zezula](https://amaaonline.com/tag/liz-zezula/)
- [AM&AA Winter Conference 2026](https://amaaonline.com/tag/amaa-winter-conference-2026/)

## Event Location

- [Paradise Valley Country Club](https://amaaonline.com/event-location/paradise-valley-country-club/)
- [IMA Financial Group](https://amaaonline.com/event-location/ima-financial-group/)
- [Hotel Crescent Court](https://amaaonline.com/event-location/hotel-crescent-court/)
- [Palma Ceia Golf & Country Club](https://amaaonline.com/event-location/palma-ceia-golf-country-club/)
- [New River Terrace - The Fort Lauderdale Yacht Club](https://amaaonline.com/event-location/new-river-terrace-the-fort-lauderdale-yacht-club/)
- [Home of Jay Freund](https://amaaonline.com/event-location/home-of-jay-freund/)
- [Panevino](https://amaaonline.com/event-location/panevino/)
- [Etaru Japanese Bar & Grill](https://amaaonline.com/event-location/etaru-japanese-bar-grill/)
- [Bruz Beers](https://amaaonline.com/event-location/bruz-beers/)
- [The Mansion at Oyster Bay](https://amaaonline.com/event-location/the-mansion-at-oyster-bay/)
- [Texas Ale Project](https://amaaonline.com/event-location/texas-ale-project/)
- [Sierra Gold Second Floor Private Dining Room](https://amaaonline.com/event-location/sierra-gold-second-floor-private-dining-room/)
- [The Henry](https://amaaonline.com/event-location/the-henry/)
- [EST.33 Thai Craft Brewery & Kitchen](https://amaaonline.com/event-location/est-33-thai-craft-brewery-kitchen/)
- [ParkHouse Dallas Private Social Club](https://amaaonline.com/event-location/parkhouse-dallas-private-social-club/)
- [Sunset Lawn at the W Scottsdale](https://amaaonline.com/event-location/sunset-lawn-at-the-w-scottsdale/)
- [Intrinsic Firm Offices](https://amaaonline.com/event-location/intrinsic-firm-offices/)
- [Lauderdale Yacht Club](https://amaaonline.com/event-location/lauderdale-yacht-club/)
- [Rooftop at the Canopy by Hilton West Palm Beach Downtown](https://amaaonline.com/event-location/rooftop-at-the-canopy-by-hilton-west-palm-beach-downtown/)
- [Debevino Winery](https://amaaonline.com/event-location/debevino-winery/)
- [Olive & Ivy](https://amaaonline.com/event-location/olive-ivy/)
- [Charleston Place Hotel](https://amaaonline.com/event-location/charleston-place-hotel/)
- [Tower Club - Dallas](https://amaaonline.com/event-location/tower-club-dallas/)
- [Plaza Tower One - Conference Center - Training Room B](https://amaaonline.com/event-location/plaza-tower-one-conference-center-training-room-b/)
- [Buckhead Club](https://amaaonline.com/event-location/buckhead-club/)
- [Burns & Levinson](https://amaaonline.com/event-location/burns-levinson/)
- [Ice Miller Offices](https://amaaonline.com/event-location/ice-miller-offices/)
- [Industry RINO Station](https://amaaonline.com/event-location/industry-rino-station/)
- [The Goodman at Village Towers](https://amaaonline.com/event-location/the-goodman-at-village-towers/)
- [Fort Lauderdale Yacht Club](https://amaaonline.com/event-location/fort-lauderdale-yacht-club/)
- [Lord Hobo Brewing Company](https://amaaonline.com/event-location/lord-hobo-brewing-company/)
- [BrewDog - Outpost Cleveland](https://amaaonline.com/event-location/brewdog-outpost-cleveland/)
- [Tollway Center](https://amaaonline.com/event-location/tollway-center/)
- [The Adolphus Hotel](https://amaaonline.com/event-location/the-adolphus-hotel/)
- [The Briar Club](https://amaaonline.com/event-location/the-briar-club/)
- [Porter Kitchen & Deck](https://amaaonline.com/event-location/porter-kitchen-deck/)
- [Topgolf](https://amaaonline.com/event-location/topgolf/)
- [Tanner LLC](https://amaaonline.com/event-location/tanner-llc/)
- [Maguire's Restaurant](https://amaaonline.com/event-location/maguires-restaurant/)
- [Community Brewery](https://amaaonline.com/event-location/community-brewery/)
- [The Palm Boston](https://amaaonline.com/event-location/the-palm-boston/)
- [The Ben Hotel](https://amaaonline.com/event-location/the-ben-hotel/)
- [Wentworth by the Sea](https://amaaonline.com/event-location/wentworth-by-the-sea/)
- [Sweetwater Tavern & Grille](https://amaaonline.com/event-location/sweetwater-tavern-grille/)
- [Common Grounds Workplace](https://amaaonline.com/event-location/common-grounds-workplace/)
- [Mighty Squirrel Brewing Co.](https://amaaonline.com/event-location/mighty-squirrel-brewing-co/)
- [Greenberg Traurig](https://amaaonline.com/event-location/greenberg-traurig/)
- [Est. 33  at Brickell City Center](https://amaaonline.com/event-location/est-33-at-brickell-city-center/)
- [3105 Justin Rd](https://amaaonline.com/event-location/3105-justin-rd/)
- [The Vinoy Renaissance](https://amaaonline.com/event-location/the-vinoy-renaissance/)
- [Uinta Brewing Company](https://amaaonline.com/event-location/uinta-brewing-company/)
- [Topgolf Miami Gardens (Golden Glades)](https://amaaonline.com/event-location/topgolf-miami-gardens-golden-glades/)
- [Jack's Abby Beer Hall](https://amaaonline.com/event-location/jacks-abby-beer-hall/)
- [CMAA'](https://amaaonline.com/event-location/cmaa/)
- [Alley Cat Oyster Bar](https://amaaonline.com/event-location/alley-cat-oyster-bar/)
- [Clayton Hotel & Members Club](https://amaaonline.com/event-location/clayton-hotel-members-club/)
- [Bull Run Shooting Center](https://amaaonline.com/event-location/bull-run-shooting-center/)
- [Ken Garff Scholarship Club](https://amaaonline.com/event-location/ken-garff-scholarship-club/)
- [Craft Food Hall](https://amaaonline.com/event-location/craft-food-hall/)
- [UBS Financial Services](https://amaaonline.com/event-location/ubs-financial-services/)
- [Beatrix Fulton Market](https://amaaonline.com/event-location/beatrix-fulton-market/)
- [Warner + Norcross Judd](https://amaaonline.com/event-location/warner-norcross-judd/)
- [Key Bank Tower at City Creek Tanner LLC, Suite 500](https://amaaonline.com/event-location/key-bank-tower-at-city-creek-tanner-llc-suite-500/)
- [Gesmer Updegrove LLP](https://amaaonline.com/event-location/gesmer-updegrove-llp/)
- [IMA Colorado](https://amaaonline.com/event-location/ima-colorado/)
- [St. Cloud Rooftop at The Knickerbocker Hotel](https://amaaonline.com/event-location/st-cloud-rooftop-at-the-knickerbocker-hotel/)
- [University Of Tampa Lowth Entrepreneurships Center](https://amaaonline.com/event-location/university-of-tampa-lowth-entrepreneurships-center/)
- [CR Conference Center](https://amaaonline.com/event-location/cr-conference-center/)
- [The Perch at Capital One Center](https://amaaonline.com/event-location/the-perch-at-capital-one-center/)
- [East River 9 / Riverhouse Houston](https://amaaonline.com/event-location/east-river-9-riverhouse-houston/)
- [Doeren Mayhew Office](https://amaaonline.com/event-location/doeren-mayhew-office/)
- [3 Nations Brewing](https://amaaonline.com/event-location/3-nations-brewing/)
- [Derechp](https://amaaonline.com/event-location/derechp/)
- [Porta'Vino Restaurant](https://amaaonline.com/event-location/portavino-restaurant/)
- [Utah Olympic Oval](https://amaaonline.com/event-location/utah-olympic-oval/)
- [Attimo Wine](https://amaaonline.com/event-location/attimo-wine/)
- [Schmooze](https://amaaonline.com/event-location/schmooze/)
- [American Prime](https://amaaonline.com/event-location/american-prime/)
- [Westlake Wine Bar](https://amaaonline.com/event-location/westlake-wine-bar/)
- [The Charleston Place](https://amaaonline.com/event-location/the-charleston-place/)
- [Level 6 Rooftop](https://amaaonline.com/event-location/level-6-rooftop/)
- [Arizona Beverages USA](https://amaaonline.com/event-location/arizona-beverages-usa/)
- [The Tower Club Tysons Corner](https://amaaonline.com/event-location/the-tower-club-tysons-corner/)
- [Lord Hobo Brewery](https://amaaonline.com/event-location/lord-hobo-brewery/)
- [Arizona Country Club](https://amaaonline.com/event-location/arizona-country-club/)
- [Convene - Willis Tower](https://amaaonline.com/event-location/convene-willis-tower/)
- [Plante Moran Offices](https://amaaonline.com/event-location/plante-moran-offices/)
- [Max's Grille](https://amaaonline.com/event-location/maxs-grille/)
- [The World Trade Center](https://amaaonline.com/event-location/the-world-trade-center/)
- [Second Draught HTX at The Ion](https://amaaonline.com/event-location/second-draught-htx-at-the-ion/)
- [King's Dining & Entertainment](https://amaaonline.com/event-location/kings-dining-entertainment/)
- [Olive & Ivy Restaurant](https://amaaonline.com/event-location/olive-ivy-restaurant/)
- [Fleming's Prime Steakhouse](https://amaaonline.com/event-location/flemings-prime-steakhouse/)
- [Tower Club](https://amaaonline.com/event-location/tower-club/)
- [Irvine Towers](https://amaaonline.com/event-location/irvine-towers/)
- [Davio's Chestnut Hill](https://amaaonline.com/event-location/davios-chestnut-hill/)
- [Fluet](https://amaaonline.com/event-location/fluet/)
- [Park and Field](https://amaaonline.com/event-location/park-and-field/)
- [KeyBank Tower](https://amaaonline.com/event-location/keybank-tower/)
- [Vienna Vintner](https://amaaonline.com/event-location/vienna-vintner/)
- [Artisans](https://amaaonline.com/event-location/artisans/)
- [La Popular Restaurant](https://amaaonline.com/event-location/la-popular-restaurant/)
- [Sullivan & Worcester](https://amaaonline.com/event-location/sullivan-worcester/)
- [Kraken Axes - Penn Quarter](https://amaaonline.com/event-location/kraken-axes-penn-quarter/)
- [The Tower Club](https://amaaonline.com/event-location/the-tower-club/)
- [McDonald Hopkins LLC](https://amaaonline.com/event-location/mcdonald-hopkins-llc/)
- [The Capital Grille](https://amaaonline.com/event-location/the-capital-grille/)
- [The University Club of Pasadena](https://amaaonline.com/event-location/the-university-club-of-pasadena/)
- [Wintrust Bank](https://amaaonline.com/event-location/wintrust-bank/)
- [IMA Offices](https://amaaonline.com/event-location/ima-offices/)
- [University Club of Tampa](https://amaaonline.com/event-location/university-club-of-tampa/)
- [a'Bouzy](https://amaaonline.com/event-location/abouzy/)
- [Sea Grill of Merrick Park](https://amaaonline.com/event-location/sea-grill-of-merrick-park/)
- [Leopold Brothers Distillery](https://amaaonline.com/event-location/leopold-brothers-distillery/)
- [Hunters Creek Club](https://amaaonline.com/event-location/hunters-creek-club/)
- [Hundred Mile Brewing](https://amaaonline.com/event-location/hundred-mile-brewing/)
- [Bank of America Tower](https://amaaonline.com/event-location/bank-of-america-tower/)
- [Stillwater](https://amaaonline.com/event-location/stillwater/)
- [Club Pickleball USA - Sandy Location](https://amaaonline.com/event-location/club-pickleball-usa-sandy-location/)
- [CloudWalker Patio of Victory Brewery](https://amaaonline.com/event-location/cloudwalker-patio-of-victory-brewery/)
- [Norris Conference Center](https://amaaonline.com/event-location/norris-conference-center/)
- [Passione Della Cucina](https://amaaonline.com/event-location/passione-della-cucina/)
- [Peticolas Brewing Company](https://amaaonline.com/event-location/peticolas-brewing-company/)
- [Del Vino Vineyard](https://amaaonline.com/event-location/del-vino-vineyard/)
- [Los Tios](https://amaaonline.com/event-location/los-tios/)
- [Toro Latin Kitchen](https://amaaonline.com/event-location/toro-latin-kitchen/)
- [The UVA Darden Sands Family Grounds](https://amaaonline.com/event-location/the-uva-darden-sands-family-grounds/)
- [CitySwing](https://amaaonline.com/event-location/cityswing/)
- [Copper 29](https://amaaonline.com/event-location/copper-29/)
- [Buchalter](https://amaaonline.com/event-location/buchalter/)
- [White Manor Country Club](https://amaaonline.com/event-location/white-manor-country-club/)
- [Fitler Club](https://amaaonline.com/event-location/fitler-club/)
- [Fogo de Chao](https://amaaonline.com/event-location/fogo-de-chao/)
- [Keystone National Group](https://amaaonline.com/event-location/keystone-national-group/)
- [Bosscat Kitchen & Libations](https://amaaonline.com/event-location/bosscat-kitchen-libations/)
- [Market Garden Brewery](https://amaaonline.com/event-location/market-garden-brewery/)
- [Andros Taverna](https://amaaonline.com/event-location/andros-taverna/)
- [Olive and Ivy](https://amaaonline.com/event-location/olive-and-ivy/)
- [Tuscan Kitchen Burlington](https://amaaonline.com/event-location/tuscan-kitchen-burlington/)
- [Jack's Abby](https://amaaonline.com/event-location/jacks-abby/)
- [YardHouse Restaurant](https://amaaonline.com/event-location/yardhouse-restaurant/)
- [Ragin Cajun](https://amaaonline.com/event-location/ragin-cajun/)
- [Rubin Brown](https://amaaonline.com/event-location/rubin-brown/)
- [Citizen Business Bank](https://amaaonline.com/event-location/citizen-business-bank/)
- [Denver Beer Company](https://amaaonline.com/event-location/denver-beer-company/)
- [McCarthy, Lebit, Crystal & Liffman Co., LPA](https://amaaonline.com/event-location/mccarthy-lebit-crystal-liffman-co-lpa/)
- [Dr. Scofflaw Brewing](https://amaaonline.com/event-location/dr-scofflaw-brewing/)
- [Dick O' Dow's](https://amaaonline.com/event-location/dick-o-dows/)
- [The Somerset Inn](https://amaaonline.com/event-location/the-somerset-inn/)
- [450 Gradi](https://amaaonline.com/event-location/450-gradi/)
- [Polsinelli](https://amaaonline.com/event-location/polsinelli/)
- [ZO Clubhouse at CME Center](https://amaaonline.com/event-location/zo-clubhouse-at-cme-center/)
- [Perseid Houston - at Hotel Saint Augustine](https://amaaonline.com/event-location/perseid-houston-at-hotel-saint-augustine/)
- [Victory Brewing Company Philadelphia](https://amaaonline.com/event-location/victory-brewing-company-philadelphia/)
- [Duquesne Club Ballroom](https://amaaonline.com/event-location/duquesne-club-ballroom/)
- [Bennett Thrasher](https://amaaonline.com/event-location/bennett-thrasher/)
- [Loro](https://amaaonline.com/event-location/loro/)
- [The San Marino Club](https://amaaonline.com/event-location/the-san-marino-club/)
- [Tuscan Sea Grille in Newburyport](https://amaaonline.com/event-location/tuscan-sea-grille-in-newburyport/)
- [UHY Conference Room](https://amaaonline.com/event-location/uhy-conference-room/)
- [Down the Line Sports Center](https://amaaonline.com/event-location/down-the-line-sports-center/)
- [100 Mile Brewing](https://amaaonline.com/event-location/100-mile-brewing/)
- [Mirus Capital Advsiors](https://amaaonline.com/event-location/mirus-capital-advsiors/)
- [MetLife Building BDO Office- 2nd Floor Lobby](https://amaaonline.com/event-location/metlife-building-bdo-office-2nd-floor-lobby/)
- [Rooftop at Social](https://amaaonline.com/event-location/rooftop-at-social/)
- [Public Offering Brewing Platt Park](https://amaaonline.com/event-location/public-offering-brewing-platt-park/)
- [Oswald Tower- 1893 Club (first floor)](https://amaaonline.com/event-location/oswald-tower-1893-club-first-floor/)
- [Firebird Tavern- Troy](https://amaaonline.com/event-location/firebird-tavern-troy/)
- [Comerica Park](https://amaaonline.com/event-location/comerica-park/)
- [Navy Blue](https://amaaonline.com/event-location/navy-blue/)
- [Ocean Prime DTC](https://amaaonline.com/event-location/ocean-prime-dtc/)
- [The Flower Shop](https://amaaonline.com/event-location/the-flower-shop/)
- [The Radnor Hotel](https://amaaonline.com/event-location/the-radnor-hotel/)
- [Rooftop Terrace & Penthouse Lounge](https://amaaonline.com/event-location/rooftop-terrace-penthouse-lounge/)
- [Paddle & Par](https://amaaonline.com/event-location/paddle-par/)
- [Hotel Monaco (Sofia Ballroom)](https://amaaonline.com/event-location/hotel-monaco-sofia-ballroom/)
- [Victors Aviation](https://amaaonline.com/event-location/victors-aviation/)
- [Michigan and Wacker Room](https://amaaonline.com/event-location/michigan-and-wacker-room/)
- [Intown Golf Club](https://amaaonline.com/event-location/intown-golf-club/)
- [Houston Country Club](https://amaaonline.com/event-location/houston-country-club/)
- [The Rustic Uptown Park](https://amaaonline.com/event-location/the-rustic-uptown-park/)
- [Blanchard Family Wines](https://amaaonline.com/event-location/blanchard-family-wines/)
- [5Church Buckhead](https://amaaonline.com/event-location/5church-buckhead/)
- [Sam Adams Taproom](https://amaaonline.com/event-location/sam-adams-taproom/)
- [Waldingfield Estate](https://amaaonline.com/event-location/waldingfield-estate/)
- [Bostonia Public House](https://amaaonline.com/event-location/bostonia-public-house/)
- [Renaissance Chicago Downtown Hotel](https://amaaonline.com/event-location/renaissance-chicago-downtown-hotel/)
- [Rooftop of Canopy by Hilton, West Palm Beach Downtown](https://amaaonline.com/event-location/rooftop-of-canopy-by-hilton-west-palm-beach-downtown/)
- [Headliners Club](https://amaaonline.com/event-location/headliners-club/)

## Event Type  Categories

- [CM&AA](https://amaaonline.com/event-type/cmaa/)
- [Education](https://amaaonline.com/event-type/education/)
- [Events](https://amaaonline.com/event-type/events/)
- [Conferences](https://amaaonline.com/event-type/conferences/)
- [Chapter Events](https://amaaonline.com/event-type/chapter-events/)
- [South Florida](https://amaaonline.com/event-type/south-florida/)
- [Tampa Bay](https://amaaonline.com/event-type/tampa-bay/)
- [DC/MD/VA](https://amaaonline.com/event-type/dc-md-va/)
- [Arizona](https://amaaonline.com/event-type/arizona/)
- [Long Island](https://amaaonline.com/event-type/long-island/)
- [Midwest](https://amaaonline.com/event-type/midwest/)
- [New England](https://amaaonline.com/event-type/new-england/)
- [Rocky Mountain](https://amaaonline.com/event-type/rocky-mountain/)
- [Webinar](https://amaaonline.com/event-type/webinar/)
- [Northeast Ohio](https://amaaonline.com/event-type/northeast-ohio/)
- [Southern Nevada](https://amaaonline.com/event-type/southern-nevada/)
- [Dallas](https://amaaonline.com/event-type/dallas/)
- [Carolina](https://amaaonline.com/event-type/carolina/)
- [Gulf Coast](https://amaaonline.com/event-type/gulf-coast/)
- [Philadelphia](https://amaaonline.com/event-type/philadelphia/)
- [Minnesota](https://amaaonline.com/event-type/minnesota/)
- [New York City](https://amaaonline.com/event-type/new-york-city/)
- [St. Louis](https://amaaonline.com/event-type/st-louis/)
- [Atlanta](https://amaaonline.com/event-type/atlanta/)
- [Utah](https://amaaonline.com/event-type/utah/)
- [Houston](https://amaaonline.com/event-type/houston/)
- [Detroit](https://amaaonline.com/event-type/detroit/)
- [Austin](https://amaaonline.com/event-type/austin/)
- [Virtual](https://amaaonline.com/event-type/virtual/)
- [Southern California](https://amaaonline.com/event-type/southern-california/)
- [Global Chapter](https://amaaonline.com/event-type/global-chapter/)
- [Deal Connect](https://amaaonline.com/event-type/deal-connect/)
- [Pittsburgh](https://amaaonline.com/event-type/pittsburgh/)
- [North New Jersey](https://amaaonline.com/event-type/north-new-jersey/)
- [Ohio Valley](https://amaaonline.com/event-type/ohio-valley/)
- [Palm Beach](https://amaaonline.com/event-type/palm-beach/)