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

Upcoming Courses

485: The Sustainable M&A Practice-Establishing, Growing and Sustaining an Office
426: Determining Required Working Capital
368: Obtaining Quality Engagements with Quality Sellers through Seminars & Networking
375: Taking Your Practice Up Market: Skills You Need to Execute $10 Million + Deals
370: The M&A Advisor…Yesterday, Today and Tomorrow (Part 1)
386: Negotiation Skills: Getting More of  What You Want in Every Deal
371: The M&A Advisor…Yesterday, Today and Tomorrow (Part 2)
427: Corporate Tax Returns and Hidden Key Points for M&A Advisors

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.

If you would like to schedule a field course, please visit the Field Course Page for Course Offerings and Guidelines

Questions? Email education@masource.org

Field Course Information Page