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On Demand Premiere M&A Boot Camp / Structuring and Planning the M&A Transaction

Sep 25, 2025 @ 4:00 pm - 5:00 pm CDT

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There is an old carpenter’s expression, “measure twice, cut once.” M&A work is just one of many areas in business and law where this expression resonates. Buyers and sellers, like chess players anticipating many moves in advance, should envision and plan the route to get a deal done, including anticipated detours, at the onset of the transaction.

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About the NEEC-TBA

The National Educational Event Calendar for Trusted Business Advisors (“NEEC-TBA”) is a cooperative effort of its members. Other not-for-profit associations whose members include accountants, attorneys, business brokers, financial advisors, financial planners, investment bankers, and other trusted advisors to businesses and business owners are welcome to submit their events to the NEEC-TBA by clicking the “submit an event” button. Members of the American Society of Association Executives™ who manage such associations are invited to inquire about joining the steering committee that manages the NEEC-TBA by sending an email to [email protected]. The Steering Committee is currently comprised of three people: Christine Glatz of Glatz Management Services, Inc., Sarah Kuhns of GMW Management, and Cristina Nolan of DailyDAC™. The vision of the NEEC-TBA is to provide a single location on the internet so that: (a) professional associations with overlapping membership and event attendees may use it to help them plan and promote their events; and (b) members of these organizations and other potential event attendees can go to a single calendar to review many options at once.

About Financial Poise

The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same. Financial Poise™ is also the founding member of the ChamberWise Network™, a consortium of chambers of commerce working together to promote the same goals.

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