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

Roadmap to Growing Your Business by Acquisition


You have identified a complementary product or service that your customers want, produced by a company that seems to offer your business potential synergies. A combination with this other business (the “target”) may make sense.  What is the best way to approach the target? What are the steps needed to fully evaluate the target? Do you need audited financials? Are there key employees, relationships, or customers you must make sure stay in place? What is the appropriate negotiating strategy? If you can acquire the target, what will the integration plan be to fold the new business into yours, and what if you don’t achieve the synergies and pro forma adjustments you think you can?  This webinar will help you be ready for your first (or next) acquisition.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

Jack Weinstein

Jack Weinstein is currently President of the Sterlington Group, a ...

Learn More »

Jay Reilly

With his private practice and in-house experience, Jay Reilly, Counsel ...

Learn More »

Jonathan Friedland

Jonathan Friedland, a senior partner with Sugar Felsenthal Grais & ...

Learn More »

Michael Schwarzmann

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

Learn More »