Online Directory | NACVA Site Search:

Developing an M&A Practice—Winning Engagements

 Developing an M&A Practice—Winning Engagements
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting
Item Number: 16PMANOLA1025B
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

The focus of this webinar will be to guide the participant through the tactical implementation of strategic plans to convert prospective clients to fee-paying engaged clients. Topics covered will include converting leads to appointments, lead qualification, ideal client profile, getting an engagement, and anticipating objections.

Learning Objectives

After completing this webinar, attendees will be able to:

- Create an ideal client profile
- Choose prospective clients strategically
- Detect an increase with their success rate for acquiring new clients

Who Should Attend

Financial professionals


Chuck Andrews, CM&AA
Mr. Chuck Andrews is a managing director in The McLean Group’s Chicago office. He has more than 35 years of experience in the technology arena. For the past ten years, his transaction expertise has been on mergers and acquisitions (M&A) for privately held companies with a focus on Healthcare distribution, manufacturing, and service businesses. Prior to founding his own business brokerage firm, Mr. Andrews was a principal with Trycos, Inc., responsible for launching a national sales organization delivering eCommerce solutions to Fortune 500 companies. He began his technology career with the NCR Corporation and advanced to senior sales management positions with Motorola, Dell, and Toshiba. As Toshiba’s central regional vice president of sales, Mr. Andrews was responsible for growing the central U.S. market to $320 million in sales of portable computers. Before joining Toshiba, Mr. Andrews achieved distinction as a regional sales manager for Dell Computer by negotiating the first single order of desktop computers valued at $48 million with Ford Motor Company. Currently he leads The McLean Group’s Healthcare Practice.

Mr. Andrews holds the CM&AA designation from the Middle Market Investment Banking Association and is past president of the Midwest Business Brokers and Intermediaries. As a Certified Toastmaster, he is a frequent speaker at business clubs and professional organizations on the topic of privately held business ownership transfers. His charitable activities include board memberships with The Chicago Aid Society and International Childcare, a children’s healthcare NGO with facilities in the Dominican Republic and Haiti. He is also a member of NACVA.