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Third Party Sales and the M&A Process

 Third Party Sales and the M&A Process
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 16PEP0930
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

As companies contemplate third-party acquisitions, there is a slew of issues that must be examined and analyzed to ensure a successful sale. Despite a business being attractive from the outside, the ultimate readiness of that organization gets highly scrutinized during acquisition. How can you prepare a business owner for third-party acquisition and what should you look for?

This webinar provides attendees with an overview of the due diligence process as well exploring the best practices for exit planners from both sides of the M&A equation.

Learning Objectives

After completing this webinar, attendees will be able to:

- Explain the difference between M&A and main street deals
- Identify the motivations of the seller to sell their business
- Analyze realistic exit multiples
- Explain why different advisors service the M&A market
- Determine different types of buyers

Who Should Attend

Valuation practitioners, CPAs, accountants, business advisors, middle market business owners, controllers, CEOs, CFOs, financial advisors, attorneys, estate planners, wealth managers, investment bankers, business brokers, insurance professionals, M&A advisors, commercial lenders, and any financial professional or advisor who works with business owners or would like a more advanced understanding of value acceleration and the exit planning industry.


Mariann Montgomery, BCB, BCI, CBI, CEPA, CMAI
Ms. Mariann Montgomery, a native Texan, completed an M.S. degree in agriculture from Texas A&M, and began her career with the largest genetic swine breeding company in the world. During her tenure, Ms. Montgomery became a manager responsible for operating performance of the plant, employee and customer training, as well as acting as liaison between customers and sales staff. While there, Ms. Montgomery dedicated herself to extensive employee development programs that would serve her well throughout the rest of her career. Ms. Montgomery’s dedication to family necessitated a return to Texas after five years.

Once back in Texas, Ms. Montgomery began fourteen-years with a vertically integrated animal health and agricultural products company. After beginning as a purchasing agent, Ms. Montgomery moved into sales management. There, Ms. Montgomery’s leadership in training and motivating her staff accounted for a 40% increase in direct account sales volume. This proven track record for success allowed her rise to vice president and general manager. She proved up to the task by doubling the company sales volume while returning the company to profitability.

The desire to maintain her Texas roots required a career change for Ms. Montgomery following US agricultural industry consolidation during the mid-1990s. Deregulation of the telecommunications industry at that time afforded her the opportunity to transition into the business telephone services market. She quickly became a top-performer in arranging lease agreements for telecommunications switches. This early success in a dynamic growth-industry, and her previously established management and leadership skills, allowed a quick rise into operations management.

In her role as M&A business intermediary, Ms. Montgomery brings with her a strong background of business acumen. She has proven herself in disparate environments and demonstrated great adaptability. As the winner of the Murphy Business & Financial Top Producer Award for 2012, 2013 & 2014 and current president of the North Texas Chapter of the Exit Planning Institute, she has proven herself as a goal oriented project manager and problem solver. Ms. Montgomery is a leader, recognizes she does not always have to know the answer, but she must tirelessly seek the expertise of the ones who do and resolve the issue at hand. She brings tenacity to your project. If you are considering selling a business, buying a business, or developing a growth plan/exit strategy, you want Mariann Montgomery on your project.