Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

Legal and Practical Advice – Roadmap to Buying a (Competing) Business


You can view the accompanying slides for free by clicking the “On Demand” button below.

You have identified an opportunity to acquire a business or product offering, and are excited about the prospect of taking over operations (and perhaps merging the company with your existing company).  You have done some research, reviewed the 2 page “teaser” summary and think the price makes sense.  What are the steps you need to complete to both evaluate the opportunity and determine how the company will perform if you buy it?  Are there key employees, relationships, or customers you must make sure stay in place?  How do you negotiate price?  What will you transition plan be to fold the new business into yours?   This Financial Poise webinar gives you some real world tips of things to consider and evaluate before considering the purchase of another business.

Principal Audience: Attorneys and Advisors, Business Owners and Executives

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

Lynda Davey

Lynda Davey's finance career spans 30 years of advising, financing ...

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Matthew Schiff

Matthew B. Schiff  leads the Labor & Employment group at Sugar ...

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Michael Schwarzmann

Michael Schwarzmann has over 20 years’ experience helping identify opportunities ...

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Trisha Lotzer

Ms. Lotzer's expertise as an entrepreneur as well as her fifteen years ...

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