Financial Advisory M&A: Financing as a Strategic Option

Member: $14 / Non Member: $23

Gain insights on the availability of capital in a cash flow specific industry; including the types of structures, terms and conditions and the pros and cons associated with each. In this session, advisors will develop an understanding of the credit process in order to be better prepared for conversation with lenders, better prepared for the application process, and armed with the knowledge of what implications various purchase and sale structures can have. Through case studies, Tom and Pierre will demonstrate various options to structure a transaction, as well as share common mistakes or learnings they see during the entire transaction process (initial conversation to closing date).

Ultimately, advisors will understand what their business is worth, what another advisor’s business is worth, and how to strategically think about available financing options in order to execute on their growth strategies.

  • FP Canada: 1 Practice Management (#11920)
  • RIBO: 1 Management
  • MB: 1 (#40330)
  • AAC: 1 A&S, 1 Life, (#62726)
  • MFDA: 1 Professional Development, (#1000001627)
  • ON: 1 Life
  • SK: 1 Life

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