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Preparing to Buy? Topics and Tips for Buying a Business

This webinar entitled “Preparing to Buy? Topics and Tips for Buying a Business” took place on Thursday, March 8, 2018.

The webinar was hosted by McKonly & Asbury Managing Partner, Kurt Trimarchi, and Partner, David Blain, and focused on the ins and outs of purchasing a business. The objectives of this webinar were to provide the attendee with tips and tools to use as a buy side party in a transaction. More specifically, the participant came away with a basic knowledge of how to approach and communicate with targets, how to analyze a target, the due diligence process, and what to expect at close and post-closing of a transaction.

We discussed the process from start to finish with a focus on the following areas:

  • What do you want to be and where do you want to go? – First step is to identify the type of business that best fits your overall business plan and strategy (culture, size, business lines, etc.).
  • Preliminary process – How to identify targets, use of professionals, development of a professional, and internal advisory team.
  • Transaction process – Initial discussions, development of an LOI, transaction type, and due diligence.
  • Closing process – Purchase document, delivery of assets or working capital, and final adjustments.
  • Post-closing – Now What?

This free, one hour-long webinar took place on Thursday, March 8th at 2:00 p.m. EST. One “Other” CPE credit was available for this one hour-long webinar. The level for this CPE was basic to intermediate and there was no prerequisite for this CPE. This program was a live webinar which offered attendees the opportunity to ask questions and interact with the presenters.

If you have any questions regarding the material covered in this webinar, please contact Kurt Trimarchi at ktrimarchi@macpas.com and David Blain at dblain@macpas.com.

 

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