Bring M&A Source educational courses to your organization, office, or event!
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 below before completing the form to request course approval.
Questions? Email email@example.com.
Field Course Rules and Regulations
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 develop a more successful practice. By taking a variety of courses, members can earn the prestigious Merger & Acquisition Master Intermediary (M&AMI) designation. The M&AMI is an elite designation that affords professional growth and marketability unlike any other in the M&A profession. Members can also earn the Certified M&A Professional (CM&AP) Certificate through a separate program.
The M&A Source offers courses at our bi-annual conference, but some courses are made available for instruction outside of these events to select groups. Courses can be offered by other M&A or Main Street associations and their affiliates, or by companies wishing to enhance the knowledge level of their employees.
M&A Source Manager and Education Chair must approve all field courses.
To Schedule a Field Course
The affiliate/organization will designate one contact person who will communicate with the M&A Source Manager to facilitate the scheduling and implementation of the course.
At least 45 days prior to the date of the event, the affiliate/organization must notify M&A Source staff of the date and location of the course. Please contact firstname.lastname@example.org
The affiliate organization must use M&A Source Education Committee approved and certified instructors to teach the course. The M&A Source staff will assist in finding an M&A Source approved instructor. The affiliate organization offering the course 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. The M&A Source will not be responsible for any payment related to the event. M&A Source does not give exams for courses offered, unless requested by affiliate organization at time of requesting the course. If requested the Instructor will come prepared with exams and allow time at the end of the course to take the exam.
The M&A Source staff will post the course information to M&A Source’s educational calendar.
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 and evaluation forms. Items such as name tent cards are to be printed by the organization if desired.