September 16, 11:30 AM - 12:30 PM
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Join us for our first installment of the Mergers and Acquisitions webinar series. In this webinar, we will review the primary steps in a merger and acquisition transaction: determination of value, preparation for transition, go-to-market strategy, and execution of a deal that creates the best value and terms. Keith Carlson, VonLehman CPA & Advisory Firm, and Gerry Chadwick, Sunbelt Business Advisors, will guide attendees through the life of a M&A transaction, review best practices and answer your questions.
Do you have questions you would like covered in this four-part webinar series? Email them directly to Kate Vriner at Sunbelt Business Advisors.
Gerry Chadwick, president and owner Sunbelt Business Advisors of Southwest Ohio. Founded in 2005, his vision is to assist business owners with the development of their exit strategy, including the confidential marketing and sale of their business. Gerry and the Sunbelt team work with business owners in the Greater Cincinnati, Greater Dayton and Northern Kentucky region in industries ranging from manufacturing, distribution, transportation and technology to all service sector categories.
Keith Carlson, managing director and shareholder at VonLehman CPA & Advisory Firm, brings over 13 years of experience in M&A (selling and buying businesses), corporate finance, strategy, and capital markets to VonLehman & Company Inc. He obtained this experience primary from various advisory and direct investment roles. Because he is well-versed in both buy- and sell-side M&A transactions, he is highly skilled in the areas of deal structuring, company positioning, transaction consequences, transaction risk mitigation, negotiations, due diligence, and financial analytics, as well as financial analysis and modeling.