Topic: A session for buyers and sellers to understand the M&A landscape in today’s pandemic environment. We will review firm values, details that make a firm more, what detracts from firm value, funding options, and the core elements that create a successful transaction.
When: September 17, 2020 @ 2 PM EST
Panelists: Bob Lewis, CEO of The Visionary Group, Reyes Florez, CEO of Platform Accounting Group, and Bruce Warren, VP Strategic Markets Oak Street Funding.
In this webinar, Troy Patton, CPA, of Patton and Associates LLC, discusses various topics in-depth relating to acquisition, including valuation, the state of the market, pitfalls, contracts, financing terms, due diligence, and case studies.
Join Oak Street Funding CPA leaders and executives as they answer some of the most frequently asked questions our borrowers have regarding practice financing options, the state of the profession, and what it’s like to really work with us.