This session, taught by an architect who has facilitated dozens of mergers and acquisitions, will explore what makes a strategic acquisition successful. Join us to discover how to leverage a firm's strengths, create professional opportunities for staff, meet client obligations, navigate liability and insurance options, and avoid pitfalls common to many external sales. You'll also learn what to expect as you navigate this daunting process, including what makes an acquisition successful; how to find the right buyer; how to conduct due diligence; terms to include and to avoid; the pros and cons of an earnout; and more.
Learning Objectives
- Find out how to approach a strategic acquisition or merger.
- See how to identify and screen potential acquirers to ensure a strong strategic and cultural fit.
- Discover what to expect throughout the acquisition process, how to prepare for the process, and how to negotiate a desirable framework.
- Learn how to position a combined entity to meet the goals of the respective firms, key leaders, staff, and clients.