Event
January 16, 2025, 1:30-2:30 PM Eastern
Mergers and acquisitions (M&A) historically offer firms the best opportunity to expand their business into new markets while gaining access to new clientele and revenue streams. While many companies find this to be the solution to new growth, many leaders struggle with when to make the decision to merge with another firm. From blending into a new culture to understanding new operations, how does a company know when it’s the right time to sell? Join this session for an in-depth discussion of what to expect from the M&A process and how to identify the right time and circumstances to merge with another company.
Learning Objectives:
- What are the key considerations when making the decision to sell to or merge with another company?
- Change management- how does a leader effectively usher in the next stage with clients?
- What are the best strategies for retaining employees and maintaining key aspects of the original culture?
Presenter: Matt Fultz, Matheson Financial Advisors
*The recording for each part will be added to the class materials the following day.
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