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Transaction Advisory Services/Middle Market M&A

Strategies and tools to grow, enhance, harvest, and protect your client’s company value.

The Transaction Advisory Services (TAS) Workshop is a newly-developed course designed to help consulting practices and CPA firms grow revenues and differentiate their service offering.  This training enhances the value they bring to their clients to help them grow, optimize, and protect their company’s value, to position them for a successful exit.  This workshop explores the changing M&A regulations and shifts the emphasis of previous M&A training programs from transaction-centric to shareholder value-centric where the M&A transaction is a “means to an end” rather than the “end” itself.  
 
The Advanced Mergers and Acquisitions Workshop is designed to provide consultants with an in-depth view of advanced topics in middle market mergers and acquisitions through a combination of class presentations, attendee discussions, and case studies.