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Webinar | How to Ace the Business Buying Process from a Board's Perspective
Thursday, June 22, 2023, 1:00 PM - 2:00 PM EDT
Category: Greater Philadelphia

How to Ace the Business Buying Process from a Board's Perspective

10:00 AM - 11:00 AM (Pacific)
11:00 AM - 12:00 PM (Mountain)
12:00 PM - 01:00 PM (Central)
01:00 PM - 02:00 PM (Eastern)

Registration

$  0 Member Registration Fee
$30 Non-Member Registration Fee

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Zoom invitations will be shared the day before the event.

Overview

What The Talk Is About (Learning Objectives):

  1. Scenarios where a Board member may encounter an acquisition process
  2. The 5 steps in the business acquisition process
  3. CPAs & Lawyers & Brokers/Bankers OH MY!
  4. Where novice companies get in trouble during the buying process
  5. Who you can (and cannot) trust in this process
  6. Why so many business acquisitions go wrong
  7. Bias of management teams when it comes to business acquisition
  8. Questions & Answers

Thank you to our National Sponsors

Speaker

 

Elliott Holland
Managing Director
Guardian Due Diligence


Mr. Holland is an expert in the acquisition of small and medium sized businesses. He helps acquisition entrepreneurs, ETA Professionals, micro-PE firms, & high net worth clients manage through the challenging and nuanced due diligence & business buying process through his firm Guardian Due Diligence. His firm approaches the business buying problem in a unique way combining  both 15+ years  of deal & entrepreneurial experience to the traditional forensic accounting work of due diligence and therefore providing everyday business buyers a solution and partner to help them execute deals.    His burning desire is to take you through a comprehensive diligence process and guard you from expensive mistakes based on his vast experience in the deal business. Prior to starting Guardian, Mr. Holland worked for the nation’s best business acquisition firms like TheWatermill Group and Linx Partners and then started his own acquisition firm where he apprenticed under an 30-year industry veteran. Mr. Holland received his MBA from Harvard Business School and has dual undergraduate degrees from The Georgia Institute of Technology and Morehouse College in mechanical engineering and general science, respectively.  He is a frequent speaker and panelist at business buying conferences and and expert witness on topics of due diligence and small business valuation.

Moderator

 

Linda Fonner
CFO
Phillips & Cohen Associates

 
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