Mergers and Acquisitions Forum
What You Can Expect
The Mergers and Acquisitions Forum workshop brings together top professionals from FMI’s Investment Banking, Center for Strategic Leadership and Management Consulting business units and puts an arsenal of more than 60 years of industry-specific experience at the disposal of participants for two days. Limited to just 50 attendees, participants have the undivided attention and focus of FMI’s professional team. At the end of the workshop, you will leave with a deeper understanding of the strategies necessary to improve, position and transition your business, as well as know what steps are needed to execute a successful transaction.
This program focuses specifically on helping you develop your firm’s strategy to best position your firm for sale to a third-party company or to your employees. The goal of the workshop is to accelerate your ability to create value in your firm, lead your organization successfully through a transaction, and execute a transaction to meet your shareholders’ objectives.
Benefits of Attending
An effective transition strategy has business, leadership and ownership strategies that work together to position the company and provide an enduring organization that generates successors and meets shareholder objectives. Participants of this workshop will learn how these strategies work together to provide a successful transaction.
- Learn how a third party buyer will value your business
- Understand leadership development strategies to improve your organization and grow your business to support a third party or employee sale
- Gain insight on business strategies to increase the value and marketability of your company
- Understand how to execute a sale of your business to a third party or to employees to meet your objectives while providing for its continued success
Who Will Attend
Business Owners and Senior Executive Leadership who are preparing for a transaction.
We encourage companies to send multiple team members to foster greater cohesion and accountability. The benefit of having several team members experience the program is that the principles taught will multiply throughout your organization. FMI offers a discount for multiple attendees.
Unable to Attend?
Are you planning to sell or acquire, but are unable to attend the FMI Mergers and Acquisition Forum? Call us to discuss your firm’s succession or acquisition strategy. Contact Stuart Phoenix, Managing Director, FMI Capital Advisors, at 919.785.9241.
If you have any questions about the program or the topics we will cover, please contact one of the program directors: Stuart Phoenix in Investment Banking, at 919.785.9284, Jake Appelman with the Center for Strategic Leadership at 303.398.7220 or Brian Moore with Management Consulting at 919.785.9269.
Day 1: 8:00 am to 4:00 pm
- ENGINEERING AND CONSTRUCTION INDUSTRY TRENDS AND ACQUISITION CLIMATE
- E&C Market and M&A Trends
- Developing a Sale Strategy
- GROWTH STRATEGIES AND VALUE CREATION
- Developing a Growth Strategy
- Positioning the Business
- FUTURE LEADERSHIP AND BUILDING THE ORGANIZATION
- Leader Assessment, Selection and Development
- Succession Planning / Organizational Development to support a sale
- WELCOME RECEPTION 5:00 PM - 7:00 PM
DAY 2: 8:00 am to 4:00 pm
- SALE PROCESS: Sale to a 3rd Party
- SALE PROCESS: Sale to Management
- Transitioning Issues
- Techniques for the Transition
- THE BUYING PROCESS: Acquisition Strategy and Implementation
- DEAL STRUCTURING: Tax and Legal Issues
- Understanding Your Options
- Developing Your Timeline
Download the 2013-2014 Mergers and Acquisitions Forum brochure by clicking here.
The Best Instructors in the Business
Stuart Phoenix, Chairman
Jake Appelman, Director
Brian Moore, Principal
Hunt Davis, Managing Director
Greg Powell, Associate
The Umstead Hotel
100 Woodland Pond Drive
Cary, NC 27513
Room Rate: $199 King Room
Reservation Cut-off date: Monday, October 7, 2013
Note: The hotel has a Cary address, which is a small town surrounded by Raleigh, NC
Fees, Cancellation and Policies
- $1,295 First attendee
- $1,145 For each additional attendee from the same company
Registration includes all workshop materials, interactive workshop instruction, one-on-one consultations with FMI professionals and refreshment breaks. Meals,lodging and transporation are not included.
If you need to cancel your registration, please note that you will be subject to a $395 administrative cancellation fee per registrant. We need to receive your written cancellation at least five business days before the program in order to refund your remaining tuition. Otherwise, your tuition will be converted to a nonrefundable credit you may apply toward any FMI program for one full year. Please email us at email@example.com to submit your cancellation request.
Please note: If FMI cancels the event, your registration fee will be refunded. However, FMI cannot be held accountable for non-refundable airline tickets or other expenses related to your travel to the event.
For questions regarding FMI's Cancellation policy, please call 800.877.1364.
If you would like to make any name changes or substitute participants please e-mail us at firstname.lastname@example.org. Substitutions can be made up to five business days prior to the start of the program.
Dress code for this seminar is Business Attire. Weather in Raleigh varies. We recommend that you check the weather for the area prior to packing. Click here to see a 10-day forecast.
If for any reason you are not satisfied, please inform us by calling 800.877.1364. We will refund your tuition or give you a credit to use at another FMI program.
Continuing Education Credits
You can earn up to 14 hours of continuing education credits by completing this program. A certificate of completion will be awarded to you at the conclusion of the program. You may use this certificate for self-reporting purposes to many state and local continuing education entities./p>
FMI Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org.