Equipping service professionals to better support clients through a business sale.
A quarterly lunch-and-learn exploring the M&A process and how a client’s business sale impacts your work.
About the Roundtable
The Brazos Valley is growing rapidly, and with that growth comes a significant rise in mergers and acquisitions. Many trusted service providers such as CPAs, bankers, financial planners, attorneys, and others are increasingly encountering clients who are contemplating a business sale. Yet most have limited exposure to the M&A process and are unsure how to discuss a potential transaction or how it may impact the services they provide.
Upcoming Events
We host events focused on the key M&A topics every service professional should understand. From valuation and lending to legal considerations and buyer trends, each session features experts sharing the insights your clients will rely on. Explore our upcoming events below.
