Time Event
10:00 am – 5:00 pm Conference Registration
8:00 am – 10:00 am M&A Source Leadership Meeting
12:00 pm – 1:00 pm M&A Source Board Meeting
12:00 pm – 1:00 pm Lunch (course attendees only)
1:00 pm – 5:00 pm Course #427: Corporate Tax Returns and Hidden Key Points for M&A Advisors
1:00 pm – 5:00 pm Course #485: Building a Sustainable Practice
3:00 pm – 3:15 pm PM Break (course attendees only)
5:30 pm – 7:00 pm Networking Cash Bar
Time Event
7:00 am – 5:00 pm Conference Registration
7:00 am – 8:00 am Breakfast (morning course attendees only)
8:00 am – 12:00 pm Course #472: Preparing A Business For Sale using Simplified ValuePrep® – The Proven Process for Growing and Protecting Business Value
8:00 am – 12:00 pm Course #416: Helping Sellers Identify the Most Suitable Buyers and Transaction Structure
12:00 pm – 1:00 pm Lunch ( afternoon course attendees only)
1:00 pm – 5:00 pm Course #481: Managing an M&A Auction in the Lower Middle Market
1:00 pm – 5:00 pm Course #388: Marketing in Today’s World
3:00 pm – 3:15 pm PM Break (course attendees only)
6:30 pm – 8:30 pm Welcome Reception hosted by KLH: Jack Guenther Pavilion at The Briscoe Western Art Museum
Time Event
7:00 am – 5:00 pm Conference Registration
7:30 am – 8:30 am Breakfast with Tools of the Trade
8:30 am – 9:30 am Workshop- Making Money with Corporate Turnarounds
9:45 am – 10:45 am Workshop- Working with Strategic Buyers
11:00 am – 12:00 pm Workshop- Private Equity Panel
12:00 pm – 1:45 pm Awards Lunch
2:00 pm- 5:30 pm Deal Market
6:30- 8:00 pm Opening Reception hosted  by Prospect Partners/PerkinsCoie
Time Event
7:00 am – 1:00 pm Conference Registration
7:00 am – 8:00 am Breakfast Breakthrough Discussions
8:00 am – 9:00 am Workshop- Alternative Funding Workshop
9:15 am – 10:15 am Workshop- Managing the Sales Process
10:30 am – 11:30 am Workshop- Problem Solving Tough Cases

Schedule at-a-glance

Attendee Registration
Exhibitor Registration





New Member PLUS Conference


Conference Registration Policies

Cancellations received via phone or email will not be accepted.  Conference registration cancellation requests submitted on or before October 25, 2019 will be refunded, less a $150 administrative fee.  Cancellations received on or before November 8, 2019 will be charged a 50% processing fee.  No refunds or credits will be issued for conference registration cancellations received after November 9, 2019.

All cancellation requests for conference must be made via the Registration Change Request Form.

Course registrations are not refundable at any time; however, a credit toward future M&A Source course attendance is applicable up to one year. If you would like to cancel OR transfer your course registration, please submit the Change Request Form. Transfers will be charged a $50 administrative fee.

If you have any questions regarding your registration, please email registration@masource.org or call +1.404.477.5815.

PEG Representative Policy 
All PEG representatives must register as exhibitors. PEG representatives registered as regular attendees will have their registration converted to exhibitor and be billed the outstanding amount.

Discount Code Policy

Discount codes can not be stacked or used in conjunction with one another. No additional discounts are available to non-members taking advantage of the registration + membership discount. No discounts are applicable to courses only registrations.

Attendee Registration
Exhibitor Registration


Turbulent times create business challenges, which at the same time, present money-making opportunities. Learn how to leverage your M&A skills applied to special situations, lender workouts, debt re-financing, distressed businesses and corporate turnarounds. Prepare yourself now to take advantage of changing economies and trending industry sectors. Develop a personal plan for this segment of business opportunity, where your know-how can lead to a valuable engagement.

Our panel of experienced private equity deal makers will discuss current private equity trends, challenges, expectations for 2020 and tips to have successful outcomes with private equity partners.

This panel will discuss and answer questions related to alternative funding methods to acquire businesses. Discussion will be held on mezzanine financing, asset based lending, non-bank lending, SBA and USDA funding options.

Understanding how experienced M&A Advisors have learned how to avoid the challenges of difficult deals.


Sunday, November 17

Corporate Tax Returns and Hidden Key Points for M&A Advisors (4 Credits)

Understanding information transferred from financial statements to corporate tax returns is critical to effectively achieve an accurate recast, when to, and how to, determine EBITDA.  You will learn how to watch for Manufacturing key points, Over under Billings, etc. and properly locate information in tax returns for accurate and explainable recasting.  Where to find and compare the reporting differences of financial statements and tax returns. Identify the primary schedules in tax returns, lean what would apply toward a Quality of Earnings report and calculating working capital.


Monty Walker, CPA, CGMA, CBI

Walker Business Advisory Services

Monty Walker is a Certified Public Accountant with a diversity of experience in the private, closely held business arena. Monty supports entrepreneurial clients throughout the country, and focuses in the business transfer industry, providing support to small business owners in the areas of business transactions, business structuring and design, business tax planning, and business exit planning. Due to his background in the area of business transfers and business transitions, he is often referred to by his clients and colleagues as a “Business Transaction CPA.”

Building a Sustainable Practice (4 Credits)

Description: This course will look at the variety of business models used in establishing, growing and sustaining an M&A practice. It will examine best practices and proven strategies to attract multiple individuals with varying skill sets to work together in completing M&A transactions. It will also look at models used in other similar professions that have proved effective in making an office sustainable beyond the founder, and include discussion of possible paths for an effective transition. Are deals done by individuals or teams? How are success fees handled? What strategies are being pursued to retain talent? What are the elements of good associate agreements? Participants will be asked to participate actively in discussions. Some advance reading may be required.


John Howe M&AMI, CM&AP, CEPA

Director, Business Transition Strategies

John Howe is director of Business Transition Strategies, an M&A advisory firm with offices in New Hampshire and Massachusetts. He holds the M&AMI as well as the CM&AP designations, and is a Certified Exit Planning Advisor (CEPA). He is co-owner of New Hampshire Business Sales, Inc., a main street business brokerage. Prior to this career he was in the daily newspaper business for 30 years. He is the immediate past chair of the M&A Source, and is currently serving as chair of the newly created International Association of Business Intermediaries.

Monday, November 18

Helping Sellers Identify the Most Suitable Buyers and Transaction Structure (4 Credits)

Private capital markets, and finding the right buyer for a seller/client has dramatically evolved over the last 10 years. This has created a vast array of transaction alternatives that many middle market business owners and their advisors have never considered. This course will probe into the universe of private capital market transaction options to help identify and analyze the right buyer, and type transaction attributes, to fit your seller/client. Attendees will discover key filtering techniques to measure the suitability or unsuitability of transaction alternatives against clients’ needs and desires. The course should enable intermediaries help their clients to identify optimal transactional outcomes. Once identified, selling processes can be tailored to deliver specific results. This course is intended for veteran dealmakers and other professional M&A advisors accustomed to working with bona fide middle market clients, as well as those new to the M&A arena wishing to learn how to navigate finding buyers for clients.

William L. Loftis,


Bill Loftis is a co-founder of Blue River Financial Group, a Midwest middle market investment  banking firm. Blue River’s M&A services include buy-side and sell-side representation,  business valuations and raising capital for privately held companies. Blue River is a national and international deal sourcing provider to professional acquisitive clients, such as, private equity firms, family offices and other institutional investors. Loftis has assisted acquisitive and selling clients through the M&A process in multiple industries, such as, financial services, military equipment, forestry, automotive, and others. 

Preparing A Business For Sale using Simplified ValuePrep® – The Proven Process for Growing and Protecting Business Value. (4 Credits)

Description:  The Simplified Value-Prep® curriculum will introduce you to the knowledge, tools and skills required to prepare a business for sale. You will learn a proven process for growing and protecting business value, insulating owners from the unpredictable. The course provides a foundation for those who may not have prepared a business for sale. For those who may have performed business preparation work as a key executive, a turnaround professional or owner/operator, this course offers valuable insights and a success-based methodology. Interactive large group discussion offers active participation opportunities. An applied case study offers active learning in small groups. Afterwards you will be able to lead a business preparation discussion with an owner, overcoming common objections and offering justification for an engagement, with an in-depth understanding on how to apply the methodology to grow and protect business value.


David Wimer, CBI, M&AMI, CEPA

Murphy McCormack Capital Advisors

Since 2006 Mr. Wimer has advised clients on the M&A process, exit planning, sudden exit situations, turnaround and executing strategic exit initiatives. His work has included companies up to $110 million in Revenue and operating a Family Office with $50+ million in operating assets. His guidance has preserved and generated millions in enterprise value and cash flow for clients.

Managing an M&A Auction in the Lower Middle Market (4 Credits)

Description: This course is intended for the M&A professionals selling companies with an enterprise value from as little as $2 million to $20 million or greater who may or may not presently utilize an auction process for their sell-side engagements. After taking this course the attendees will be able to discuss the structured auction/bid process with prospective clients to help identify opportunities and subsequently secure more engagements where a structured transaction process is most appropriate. A well-orchestrated auction process will produce better results while providing the blueprint needed for the ultimate benefit of maximizing value for your client. For those who currently utilize the auction process, this course will enhance your existing M&A Auction “Tool Box” with proven and practical advice.


 Jim Afinowich, CBI, M&AMI

Founding Principal, Designated Broker ibg/Fox & Fin

Jim has more than three decades of experience selling business as an M&A Advisor.  His smallest transaction sold for $3,000 and his largest was $120,000,000.  He is a Certified Business Intermediary (CBI), a Merger & Acquisition Master Intermediary (M&AMI) and hold several securities licenses. He is a founding partner of IBG Business, a M&A firm with office in Arizona and across the US.

His firm has been ranked the #1 M&A firm in Arizona for the last 18 years in a row by Ranking Arizona Magazine. Jim is a past president of IBBA and a founding member of the M&A Source.

Marketing in Today’s World (4 credits)

Description: Marketing your practice has never been more essential than it is today, especially with the onset of digital offerings. This course will bring you up to speed on the changing landscape as we discuss what’s working and not working to help you recruit new and better clients and be more effective. See lots of actual marketing programs and their results including key marketing initiatives: direct mail, e-mail campaigns, seminars and social media strategies (blogging, YouTube, and LinkedIn).
This valuable “how to” course will provide best practices on:
• target marketing for seller clients
• buyer searches
• branding your company and services
• presenting your practice as the professional to hire
Whether you are new to the industry or a highly experienced advisor, consider this course to enhance and hone your current marketing skill set!


Amy S. Cole, MBA, CBB, CBI, M&AMI

Principal, ABI Group Inc.

Amy serves as a trusted M&A Advisor, Certified Business Broker and transaction dealmaker specializing in the confidential sale of privately owned companies, business valuations and exit strategy planning. Holding top industry credentials, she helps clients navigate the complex process with a systematic approach, customized marketing, strong negotiation skills and focus on a positive outcome. Amy is a regarded industry conference presenter, M&A education course instructor and speaks publicly to business owners and their advisors on topics including Exit Strategy Planning, Maximizing Business Value and Preparing a Business for Sale or Acquisition.

Conference Registration Includes:

  • Breakfast & lunch on conference days (Tuesday & Wednesday)
  • Access to all workshops and receptions
  • Access to the Deal Market on Tuesday

Courses are not included in the Full Conference registration, and are purchased separately.

You do not need to purchase a Full Conference registration in order to purchase and attend a M&A Source course. Course fees are an additional $250 for members and $350 for non-members. There will be a $50 late registration fee for all course registrations on or after November 8. Once registered for a course, there will be a $50 transfer fee per course to make any changes to your course registrations, including switching into a different course. Switching courses after the deadline does NOT guarantee the availablity of printed materials. 

Course Registration Member Non-member
Until November 8th

On or after November 8th





COURSE ONLY Registration

Travel Information

M&A Source Fall 2019 Conference & Dealmakers Expo

Conference Schedule

Pre-Conference Courses: November 17-18

Workshops: November 19-20

Deal Market: November 19


San Antonio Marriott Rivercenter
101 Bowie Street
San Antonio, TX 78205

Group Room Rate

$209 plus tax (currently 16.75% + 0.7% of room rate)

Reserve Your Accommodations


Reservations Line: 1-877-622-3056 and request the M&A Source group rate

Cut-off Date

Friday, October 25th


4:00 PM/11:00 AM


Guest Rooms: $14.95 USD/day (Complimentary for Marriott Rewards Members), Lobby & Public Areas: Complimentary. The meeting space will not have internet.

Hotel Parking

Valet (Only on-site option), $43 daily

Hotel Reservation



Take 281 South to Commerce Exit. Turn right onto Commerce. Continue to Alamo St. and turn left, turn left again on Market. Hotel is on left. **Enter hotel on Market Street**

Area Airport

San Antonio International Airport (SAT), Hotel direction: 9 miles S

Airport Ground Transportation

This hotel does not provide shuttle service. Alternate transportation: Super Shuttle; fee: 18 USD (one way), Estimated taxi fare: 22 USD (one way), Uber and Lyft are also available at request.

Deal Market

The M&A Source Deal Market takes place twice a year at each M&A Source Conference for Professional Development. Designed to connect private equity firms with the M&A Advisors, the Deal Market is the place to be to make deals happen. Join us for 3.5 hours of deal meetings followed by a 2 hour networking reception.

If you are a Private Equity Group (PEG) looking to invest in businesses valued between $1-50 million, make a commitment to participate in the M&A Source Deal Market. The M&A Source Market attracts over 200 experienced merger and acquisition professionals who are eager to discuss business opportunities with you. Attendees at the Deal Market represent the most successful and sophisticated advisors in the lower middle market. The fact that attendees are experienced professionals ensures PEG representatives that their time will not be wasted and they will have ready access to more potential acquisitions in one day than they could hope to ever see in one day in their office. The contacts you make at the Deal Market will save you time, money and energy because they will be more likely to call you when they have opportunities that meet your criteria because of the personal relationships you develop as a regular attendee at this semi-annual event.

Deal Market Information

Register for the Fall 2019 Deal Market

Exhibitor Registration

Regular Rate


Late Registration Rate


Complete Your Profile

After registering for the conference complete your profile by November 1, 2019. If you do not complete this profile you will NOT be included in the On Site Guide.


Send any questions regarding exhibiting at the conference to sales@masource.org