Professional Advisor Training – The Buyer’s Lens: A Mergers & Acquisitions Update for Advisors

Intended Audience: Estate Planners, Financial Advisors, Tax Planners, Bank and Trust Officers and other professionals.
The Community Foundation will be offering Continuing Education credits for in-person attendees.

Networking:  9–9:30 a.m.
Program:  9:30–10:30 a.m.

 

Designed for professional advisors, join us for a practical look at today’s mergers and acquisitions (M&A) market. Guided by Tom Cavanagh with BCC Advisers, this session will offer clear context and actionable questions to help guide business-owner clients through readiness, transition planning and potential liquidity events.

You’ll gain insight into how strategic and private equity buyers evaluate privately held companies, along with factors that most often influence value, deal structure and timing.  We’ll also explore common blind spots that can leave even strong businesses underprepared.

As clients consider the sale of a business, charitable planning can play a meaningful role in achieving both financial and philanthropic goals. The Community Foundation is a resource to help advisors structure giving strategies that maximize impact for their clients and the community during times of transition.

Offered as a hybrid session, this program provides flexible access and is eligible for continuing education credit.

Contact Barb Hobson at (515) 447-4206 orhobson@desmoinesfoundation.org with any questions.

Photos from this event may be used in marketing materials including social media, web and print materials and/or shared with media. 

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