Mergers & Acquisitions and Wealth Transfer

Strategy, ORGANIZATION & Preparedness

Learn about the Six Trusted Advisors and 1 Operating System needed to maximize transaction value

Welcome to MAWTC (M&A Wealth Transfer Conference), where entrepreneurs contemplating mergers and acquisitions as a pathway to growth or considering the transfer of their business to future generations find invaluable support and guidance. 

As you navigate the journey from entrepreneurship to divestiture, the road ahead can seem daunting. That’s why we’ve crafted an experience that merges the insights of M&A strategies with the wisdom of “Finish Strong,” bolstered by a foundation of strategy, organization, and preparedness. At each conference, hosted in collaboration with experts across various cities, we uphold core values of integrity, quality, respect, recognition, and teamwork.

M&A is and has been a viable option for growth and transition. In the past several years the world has been experiencing the largest transition of wealth it has ever seen. Ten trillion dollars will transfer over the next decade.

We have brought together world class experts in the Entrepreneurial world to create the M&A movie which depicts what you don’t want to happen, and the book Finish Strong which outlines the members of a team you may want to have. We spoke with thousands of business owners, CPA’s and M&A advisors to aggregate this information.

We bundled this information together with Strategy, Organization and Preparedness and now are presenting this to you for your journey.

Learn More About the Key Teams

In order to ensure the best transitions, 6 trusted advisors and a robust business operating system are needed:

Certified Public Accountant

Certified Public Accountant

A Certified Public Accountant (CPA) plays a critical role in mergers and acquisitions (M&A) for privately held companies. The role of the CPA is multifaceted, encompassing financial due diligence, valuation, tax planning, integration planning, and post-acquisition financial management.
Learn More

Estate Planning Attorney

Estate Planning Attorney

An estate planning attorney may not be the primary professional one thinks of in the context of mergers and acquisitions (M&A) for privately held companies. However, they can play a significant role, especially when the business owners have significant estate planning concerns.
Learn More

M&A ATTORNEY

M&A ATTORNEY

An M&A (mergers and acquisitions) attorney plays a crucial role when it comes to the merger and acquisition of privately held companies.
Learn More

FINANCIAL ADVISOR

FINANCIAL ADVISOR

By determining what comes after the sale—whether it's retirement, a new venture, philanthropy, travel, or other pursuits—a financial advisor helps in making the transition smoother and less disorienting.
Learn More

M&A Advisor

M&A Advisor

Mergers and Acquisitions (M&A) advisory firms provide specialized expertise and services that can be invaluable to business owners seeking to sell their privately held businesses.
Learn More

EXIT PLANNER / VALUATION

EXIT PLANNER/VALUATION

Employing a valuation firm before planning an exit ensures that business owners are making informed decisions, maximizing their returns, and facilitating a smoother sale process.
Learn More

See an exclusive screening of "M&A" for Free

You are personally invited to an EXCLUSIVE, LIMITED ENGAGEMENT movie, ‘M&A’. This documentary will provide an in-depth look at the state of mergers and acquisitions to help inform business owners of key considerations to keep in mind when planning to sell a business.

How can we help you?