M&A Source

Address

7100 E Pleasant Valley Road
Suite 300
Independence
Ohio
44131
United States
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NASBA Approved providers

  • National Registry

Registry ID

134836

Approved Delivery Method

Group Live

MAS Course 726: Unveiling WIP: Essential Insights for M&A Professionals

19 May 2025 M&A Source
“Work in Process” (WIP) and “Work in Progress” (also abbreviated as WIP) are often used interchangeably, but they can have distinct meanings depending on the context, particularly in manufacturing and …
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MAS Course 575: Negotiation Tactics to Achieve What You Deserve Part 1

19 May 2025 M&A Source
During this program, you'll review a wide range of negotiation tactics to identify and come to an agreement using Principled Negotiation vs Positional Negotiation tactics. A combination of theory, pra …
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MAS Course 455: Marketing Mastery for the M&A Professional

19 May 2025 M&A Source
Whether you are an experienced M&A intermediary or newer to the profession, marketing plays an integrated role in your ability to move deals through the funnel. From corporate and personal branding to …
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MAS Course 419: Introduction to Capital Stack & Deal Structuring in Lower Middle Market

21 Oct 2024 M&A Source
Unlock the essential skills and insights you need to excel as an M&A Advisor with our comprehensive course, "Introduction to Capital Stack & Deal Structuring in the Lower Middle Market." This first co …
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MAS Course 640: Overcoming Legal Hurdles in Deal-Making: Turning Setbacks into Success

19 May 2025 M&A Source
In the competitive world of dealmaking, unexpected legal challenges can bring negotiations to a standstill, threatening to derail even the most promising transactions. This interactive session dives d …
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MAS Course 572: M&A Deal Management & Negotiation Tactics (Advanced)

20 Oct 2024 M&A Source
Advance your expertise with steps 5 through 13 of the M&A process. In this course, you will learn the remaining 9 steps of professional Deal Management, including key negotiation strategies to secure …
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MAS Course 494: Brokering Technology Transactions

19 May 2025 M&A Source
Are you an experienced broker eager to break into the dynamic and lucrative world of technology transactions? Join us for "Brokering Technology Transactions," a comprehensive course designed to equip …
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MAS Course 510: Developing a Cash Flow Analysis for Income Appraisals, Discount (Risk Analysis) and the Impact on Required Working Capital

19 May 2025 M&A Source
Unlock the full potential of your M&A advisory skills with our comprehensive course designed for seasoned professionals seeking to master the intricacies of business valuation through the Discounted C …
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MAS Course #577: Managing an M&A Auction in the Lower Middle Market

15 Oct 2023 M&A Source
Are you an experienced M&A intermediary seeking to elevate your skills and amplify your success in orchestrating M&A auctions within the dynamic Lower Middle Market? Welcome to "Managing an M&A Auctio …
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MAS Course #570 - From Analysis to Action: Leveraging Quality of Earnings Reports for Successful Transactions

16 Oct 2023 M&A Source
We will dive deep into the world of Quality of Earnings (QoE) analysis and financial due diligence. We’ll explore how to strategically leverage the findings to enhance your approach when selling busin …
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MAS Course #470 - 13 Steps to Becoming an M&A Advisor

22 May 2023 M&A Source
There are many critical steps and skills required to deliver world class M&A advisory services. The question is: “How do you deliver value and assure competencies in each sequential step?” This course …
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Course #699-Command the Room: Present with Clarity and Confidence! (formerly Course 600)

10 Mar 2023 M&A Source M&A Source
Whether you are pitching to a new client, representing a business for sale, giving an educational seminar or instructing a course, much of your success rests on the strength of your presentation skill …
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