PROGRAM DESCRIPTION
Whether you’re pursuing an acquisition, raising capital, considering a future sale, or simply building a stronger organization, transaction readiness begins long before a deal is on the table.
Join experienced CFOs, commercial banking leaders, and transaction advisors for a practical discussion on the financial disciplines that position companies for successful M&A outcomes in a 360-degree view of the financial side of M&A. Learn what buyers, investors, and lenders expect to see, how to prepare your financial statements and accounting processes, and the common issues that can delay transactions or reduce valuation.
Even if a transaction isn’t in your immediate plans, the same financial practices that support M&A readiness also strengthen operational performance, improve access to capital, and increase enterprise value.
KEY TAKEAWAYS
- Understand what buyers, lenders, and investors evaluate during financial due diligence.
- Learn how to prepare financial statements, accounting processes, and reporting systems for a successful transaction.
- Identify common issues that delay deals or negatively impact valuation.
- Explore the commercial banking perspective on financing acquisitions, growth, and capital needs.
- Build a roadmap for maintaining transaction readiness and maximizing enterprise value—whether an M&A opportunity is six months or six years away.
SPEAKERS
Speakers coming soon!
EVENT POLICIES AND RESOURCES
Please visit our Events Policies and Resources page for information about chapter leadership, support, CPE, attendance, cancelations and more.
SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
