Developing an M&A Practice

Program Content
The focus of the webinar will be to guide the participant through the tactical implementation of strategic plans to convert prospective clients to fee-paying engaged clients. Topics covered will include Converting Leads to Appointments, Lead Qualification, Ideal Client Profile, Getting an Engagement and Anticipating Objections.

Learning Objectives
After completing this webinar, participants will be able to:
• Develop an Ideal Client Profile
• Qualify prospective clients strategically
• Increase their success rate for acquiring new clients.

Who Should Attend
People interested in establishing a new M&A practice or examining strategies and tactics for increasing their success rate for attracting new clients in an existing practice.

Program Level: Overview	Prerequisites: None	Advanced Preparation: None
Delivery Method: Group-Internet-Based	CPE Credits: One (1) hour per presentation	Fields of Study: Specialized Knowledge & Applications

Chuck Andrews is Managing Director of The McLean Group's Chicago office. He has 35 years’ experience in the technology arena. Since 2002, he has focused on M&A transactions among privately-held firms in distribution, manufacturing and services.
Prior to founding a business brokerage, Chuck was a principal with Trycos, Inc., where he built a national sales team to deliver eCommerce solutions to Fortune 500 firms. He began his career with NCR Corp., before proceeding to senior sales management jobs with Motorola, Dell and Toshiba. As a Toshiba VP of sales, Chuck grew central US portable PC sales to $320 million. As a Dell regional sales manager, he sold $48 million in desktops to Ford Motor Co. – Dell’s first single order desktop sale to Ford.
Chuck holds the CBI designation from the International Business Brokers Association, is the past President of Midwest Business Brokers and Intermediaries and is a FINRA Registered Representative (Series 7, 66). A certified Toastmaster, he often speaks at business and professional gatherings about ownership transfers involving privately held businesses. He is on the board of The Chicago Aid Society and International Childcare, a healthcare NGO. He also is a member of Chicago’s Union League Club.

Webinar Pricing
Per person and allows access to one phone line; one CPE attestation form and one evaluation form are included with each registration.
NACVA/IBA Members: $117
Non-Members: $130

Multi-person discounts are available for additional registrants at your site. Additional registrants:
NACVA/IBA Member: $40 per person
Non-Members: $45 per person
Additional registrants also receive one CPE Attestation Form and one evaluation form.

Can't Attend the Webinar? Buy the recording for $95.00. Indicate 'recording' on the registration form.

Webinar Cancellation Policy:
click here

Because every live webinar presentation will include periodic online questions during the session to assess continuous participation and to determine the program’s effectiveness, both the primary registrant and any additional registrants must view and listen to the webinar presentation at individual computers in order to receive NASBA/NACVA qualified CPE credit.

For information regarding refund, complaint, and/or program cancellation policies, please call our Director of Member Services: (801) 486-0600. Webinar Cancellation Policy: click here

IMPORTANT NOTE: After you register online, you will receive a paid invoice email and a webinar logon information email. Please check your spam and/or junk folders to insure you receive these important documents.

Can't Attend the Webinar? Buy the recording for $95.00 - Complete the Registration Form: click here / Fax the form to (866) 548-2321 or scan and email it to NACVAWebinar@nacva.com --be sure to indicate 'recording' on the registration form.