The A-Team for M&A: Building Your Dream Advisory Team
The most successful mergers and acquisitions in the AE industry involve sellers and acquirers who trust in an expert team of M&A advisors, attorneys, and accountants.
Join Jeff Adams and Lucas Klein for this upcoming webinar, where they’ll share their insider insight into the essential steps of assembling your ideal advisory team. Learn about the types of advisors and their unique contributions, the criteria for choosing advisors that align with your needs and goals, and the optimal timing for involving each advisor in the M&A process.
During this webinar, attendees will:
- Identify which types of advisors are necessary for M&A and why.
- Understand how to select the right advisors for your team.
- Know when to involve each role in the M&A process.
Get Learning: Access SPI in 2 Easy Steps:
Step 1: Sign In
Username: Your company email address.
Temporary Password*: Learn123
*Upon your first login, you’ll be prompted to change your password for security purposes.
Step 2: Explore
Once logged in, explore a wide range of on-demand webinars and training courses tailored to enhance your skills and knowledge.
Need Help? If you’re having trouble logging in or need assistance, please contact us at [email protected].
Jeff Adams, CPA, CM&AA
Lucas Klein, ABV