Current Course Offerings

Current Course Offerings2018-08-28T11:48:22+00:00

All courses are certified by NASBA and worth four (4) credit hours, except where noted.

Upcoming Courses

Fall 2018 Conference Courses- visit the Conference Page for more details

Course #313 -The M&A Advisor…Yesterday, Today and Tomorrow- Part 2
Course #363 – Overcoming Complexities of Selling Manufacturing Companies
Course #416 –  Helping Sellers Identify the Most Suitable Buyer & Type Transaction When Selling Their Company
Course # 442 – Fundamentals of Lower Middle-Market Private Equity – Teasers and CIMS
Course #446 – Working with Tax Returns in an M&A Transaction
Course #460 –  Quality of Earnings: From Measured Financials to Meaningful Analysis

Current Courses

Course #312 – The M&A Advisor…Yesterday, Today and Tomorrow- Part 1
Course #313 -The M&A Advisor…Yesterday, Today and Tomorrow- Part 2
Course #324 – Business Valuation for M&A
Course #325 – Business Valuation in M&A: The Income Approach
Course #350 – M&A Opportunities in the Health Industry
Course #363 – Overcoming Complexities of Selling Manufacturing Companies
Course #368 – Obtaining Quality Engagements with Quality Sellers through Networking
Course #369 – The Subtle Art of Educating the Client
Course #375 – Taking Your Practice Up Market: Skills You Need to Execute $10 million+ Deals
Course #383 –  Keys to successful outcomes in the Due Diligence process
Course #386 – Negotiation Skills: Getting More of What You Want in Every Deal
Course #388 – Marketing in Today’s World
Course #415 – The Art of Deal Making as a Buy-Side Advisor – A Report from the Trenches
Course #416 –  Helping Sellers Identify the Most Suitable Buyer & Type Transaction When Selling Their Company
Course #426 – Determining Required Working Capital
Course #427 – Working Capital Skills Development Lab
Course #428 – Tax Returns and hidden key points for M&A
Course #441 – The Life Cycle of a Private Equity Transaction
Course # 442 – Fundamentals of Lower Middle-Market Private Equity – Teasers and CIMS
Course #446 – Working with Tax Returns in an M&A Transaction
Course #460 –  Quality of Earnings: From Measured Financials to Meaningful Analysis
Course #470 – Adding Value by Developing Industry Expertise
Course #481 – Managing an M&A Auction in the Lower Middle Market

Field Courses

The M&A Source now allows certain organizations to offer courses at their own events; cutting down on travel time and expenses for your members and employees. Check out these courses  available to be taught in the field:

Course #324 – Business Valuation for M&A
Course #325 – Business Valuation in M&A: The Income Approach
Course #350 – M&A Opportunities in the Health Industry
Course #363 – Overcoming Complexities of Selling Manufacturing Companies
Course #368 – Obtaining Quality Engagements with Quality Sellers through Networking
Course #369 – The Subtle Art of Educating the Client
Course #383 – Keys to successful outcomes in the Due Diligence process
Course #388 – Marketing in Today’s World
Course #415 – The Art of Deal Making as a Buy-Side Advisor – A Report from the Trenches
Course #416 – Helping Sellers Identify the Most Suitable Buyer & Type Transaction When Selling Their Company
Course #426 – Determining Required Working Capital
Course #427 – Working Capital Skills Development Lab
Course #428 – Tax Returns and hidden key points for M&A
Course #441 – The Life Cycle of a Private Equity Transaction
Course # 442 – Fundamentals of Lower Middle-Market Private Equity – Teasers and CIMS
Course #470 – Adding Value by Developing Industry Expertise
Course #481 – Managing an M&A Auction in the Lower Middle Market

If you would like to schedule a field course, please review the guidelines before completing the form to request course approval.  

Questions? Email education@masource.org

Through The M&A Source, intermediaries and business brokerage professionals are able to advance their understanding of the industry and sharpen their skills, enabling them to become more successful in business. By taking the appropriate courses, members can earn the prestigious Merger & Acquisition Master Intermediary (M&AMI) designation, or maintain their Certified Business Intermediary designation run by the IBBA.

M&A Source’s courses are available for instruction to regional affiliates who are actively a part of The M&A Source or IBBA. It is preferred that courses be given through local, state or regional affiliates. However, consideration shall be given to non-affiliated entities as well, such as franchises or offices. M&A Source Headquarters must approve all field courses. Please read all of the information below prior to requesting a course.

To Schedule a Field Course:
The affiliate will designate one contact person who will communicate with M&A Source Headquarters to facilitate the scheduling and implementation of the course.
At least 45 days prior to the date of the event, the affiliate contact must notify M&A Source Headquarters of the date and location of the course by completing the Field Course Request form.
M&A Source Headquarters staff will assist in finding an M&A Source approved instructor for the requested course. The affiliate may not schedule local instructors who are not certified by the M&A Source Education Committee to teach the course. Use of a non-approved instructor will prohibit the students from receiving M&A Source educational credit, even though fees have been paid to The M&A Source. The M&A Source Education Committee will provide a list of certified instructors to M&A Source Headquarters. Once an instructor is selected, the affiliate will need to work with the instructor in regards to fees (in accordance with the suggested reimbursement guidelines below) and other course details. The affiliate will be completely responsible for all expenses involved in producing the event, which normally will include the instructor expenses, facility charges, any meal costs, and all promotional costs incurred. M&A Source will not be responsible for any payment related to the affiliate event.
All required course materials will be shipped directly to the Field Course location by the M&A Source. Course materials typically include the participant guide and any necessary handouts. All materials are printed in black and white. Items such as name tents and evaluation forms are to be printed by the Affiliate/Organization offering the course, if desired.
M&A Source Headquarters staff will work with the main contact to determine the date that final attendee numbers will need to be established for printed materials. Materials are not to be copied or reproduced in any way by those offering the course.
The pricing for all field courses is as follows:
Course
Hours
M&A Source
Member Rate
Non-Member
Rate
Fees Paid to M&A Source
(Member/Non-Member)
4 hours $250 $350 $160/$260
**Please note, membership in The M&A Source is required for the member rate to be paid.

In order to provide sufficient time to present the course, the following schedule is recommended:

8:30 a.m. – 10:00 a.m. Course

10:00 a.m. – 10:30 a.m. Break

10:30 a.m. – 12:00 p.m. Course

-OR-

1:00 p.m. – 3:00 p.m. Course

3:00 p.m. – 3:30 p.m. Break

3:30 p.m. – 4:00 p.m. Review

4:00 p.m. – 5:00 p.m. Course

Within seven (7) days after the completion of the course:

The affiliate contact should mail the final roster of attendees to M&A Source Headquarters. This will be used to apply credits to attendee profiles.
The affiliate contact will mail one check for total course fees.
Instructor Fees for Offering an M&A Source Field Course
Standard Instructor Fees: Instructor(s) fees payable directly to instructor at time of course presentation:

One-half day course: $500

Full day of courses (2 courses): $700

Two full days of courses (4 courses): $1,400

Transportation: The travel allowance for instructor includes local transfers, round-trip coach airfare or best-cost airfare. This amount should be agreed upon between the instructor and the sponsoring organization before travel commences.

Lodging: Allowable room rates are those being charged for the site hotel or other hotel approved by the sponsoring organization. The allowance includes room costs for two nights for one-day and half-day courses and three nights for two-day courses.

Meals: The recommended per diem for meal and personal expense is up to $50 per day of instruction ($30 per half-day courses).

Miscellaneous: Out of pocket expense as required by the course instructor. These expenses may include audio/visual equipment and reproducing of course materials/handouts.