One of the most common mistakes that financial advisors make in the merger and acquisitions (M&A) space is to treat every sale or acquisition target the same way. In this white paper we discuss the importance of applying the appropriate approach, documentation, and deal terms to each unique transition.
As businesses evolve they tend to move into a structure in which value is attached to individual client books rather than to the business as a whole. The key to avoiding this is to set up an organizational structure that is an actual business unit instead of just an accounting conduit. This webcast explains how improper structure can be dangerous for the ongoing growth and value of your business.
In this webcast President David Grau Sr., JD & VP Eric Leeper, CFA explore current M&A database findings, the concept of attrition including what it means for your business' long term value, and how working towards a concrete plan will help you fare the headwinds–or avoid them all together.