M&A Foundations

Credit Hours
4
Price
$395

The M&A Foundations course by M&A Source is an online, self-paced program crafted to launch your career in M&A transactions. Taught by seasoned professionals, the self-paced course features structured modules that build on fundamental business intermediary concepts and delve into the unique aspects of lower middle market transactions.

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M&A Foundations Learning Modules:

  • Course Objectives and Overview
  • Private Equity Firms and Other Buyers
  • Financial Accounting Basics
  • Marketing to Prospective Sellers
  • Historical Financial Analysis
  • Preparing CIMS & Teasers
  • Pro Forma Financial Statements and Projections
  • Buyer Research & Solicitation
  • Selling Price and Valuations
  • Preparing for Buyer Due Diligence
  • Income Tax Issues
  • Indications of Interest & LOIs
  • Basic Legal Issues
  • Quality of Earnings Reports
  • Lower Middle Market Overview
  • Purchase Sale Agreements
  • Lower Middle Market Business Intermediaries
  • Representations and Warranties
  • Lower Middle Market Commercial Lenders
  • Closing and Post Closing Obligations

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