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COURSES

A curated course lineup on Friday brings you the industry's best education from
the IBBA and M&A Source.  Whether you're a new Broker or looking to transition to the lower middle market, these options have you covered. Note that courses are optional and in addition to the Conference Pass, see Pricing for details.

IBBA Course #120: TAX ISSUES EVERY BUSINESS BROKER NEEDS TO KNOW

4 Credit Hours | Friday, August 23 | 8:00am - 12:00pm | Continental Breakfast Included

This course covers Accounting Periods and Methods, Tangible Assets & Depreciation, and Intangible Assets & Amortization. This section provides the participant with a foundation to understand the differences between cash versus accrual accounting from a tax perspective. Depreciation and amortization are explored with an emphasis on how this impacts the sale of a single asset or the sale of an entire business. Does the chosen accounting method change the tax results when a business is sold? Does prior depreciation and amortization have an impact on the amount of tax due when a business is sold? How fast can assets be expensed for tax purposes? All this and much more is explored in this section.

This course is part of a series of four separate, four-hour courses. Each course is a standalone, yet collectively, they form a fundamental knowledge foundation essential to a business broker’s understanding of the tax implications that occur in a business transaction.

INSTRUCTOR: MONTY WALKER

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M&aS COurse #470: 13 STEPS TO BECOMING AN M&A ADVISOR

4 Credit Hours | Friday, August 23 | 8:00am - 12:00pm | Continental Breakfast Included

NOTE: THIS COURSE WAS FORMERLY #372 - YOU WILL NOT RECEIVE CONTINUING EDUCATION CREDIT FOR #470 IF YOU ALREADY RECEIVED CREDIT FOR #372

 

There are many critical steps and skills required to deliver world-class M&A advisory services. The question is: “How do you deliver value and assure competencies in each sequential step?”

This course provides views of current and alternative business practices and a close look at the changing roles of the advisor in the thirteen steps of the M&A process. It will offer insight into how to increase effectiveness through different methods needed to cultivate specific talents, proficiencies, and functions, at the right time, as an independent advisor, with a partner, in a small office or team within a large office.

Different skills are required in each step of the process. Some intermediaries possess the complete set of skills, expertise, and resources to excel in all aspects of the process, while others may require support from their office team, outside professionals, or collaboration with others to acquire the necessary skills for success.

INSTRUCTOR: JIM AFINOWICH

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IBBA COurse #214: FUNDAMENTALS OF WORKING CAPITAL

4 Credit Hours | Friday, August 23 | 1:00pm - 5:00pm | Boxed Lunch Included

Explore the fundamentals of working capital in this engaging course. Delve into the traditional accounting and business transaction approaches to understanding working capital. Learn about the main components of working capital, including accounts receivable, inventory, and accounts payable, and their significance in managing liquidity and operations. Explore the pivotal role of working capital in transactions, uncovering its potential benefits to businesses and its influence on pricing dynamics. Engage in group study exercises that apply working capital concepts to real-world main street transactions, enhancing your practical understanding and decision-making skills.

INSTRUCTOR: MONTY WALKER

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M&aS COurse #577: MANAGING AN M&A AUCTION IN THE LOWER MIDDLE MARKET

4 Credit Hours | Friday, August 23 | 1:00pm - 5:00pm | Boxed Lunch Included

NOTE: THIS COURSE WAS FORMERLY #481 - YOU WILL NOT RECEIVE CONTINUING CREDIT FOR #577 IF YOU ALREADY RECEIVED CREDIT FOR #481

 

Are you an experienced M&A intermediary seeking to elevate your skills and amplify your success in orchestrating M&A auctions within the dynamic Lower Middle Market? Welcome to "Managing an M&A Auction in the Lower Middle Market," a comprehensive course designed to equip you with the strategic insights and tactical expertise needed to navigate and master the intricacies of the auction process.

 

In this advanced course, you will delve into the art and science of executing M&A auctions, honing your abilities to efficiently manage every stage, from inception to closure. Through a carefully curated curriculum, real-world case studies, and interactive discussions, you'll gain a profound understanding of how to optimize the auction process to maximize value for your clients.

INSTRUCTOR: JIM AFINOWICH

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