Area of Focus Sessions
PRA2601. Mergers, Acquisitions, and Mayhem: Real Talk from the Other Side of the Deal
This isn’t your typical M&A session - it’s a candid panel of firm owners who’ve lived it. Some sold. Some merged. One walked away from deals altogether. Hear what worked, what went sideways, and what they wish they’d known before signing. Whether you're exploring growth through acquisition, planning your exit, or skeptical about private equity altogether, this session gives you a front-row seat to the real stories behind the headlines.
Learning Objectives:
- Understand the Real-World Dynamics of M&A Decisions Gain insight into the practical challenges and opportunities firm owners face when selling, merging, or walking away from deals.
- Identify Key Lessons from Successful and Unsuccessful Transactions
Learn what worked, what went sideways, and the critical factors that influence outcomes in mergers, acquisitions, and private equity deals. - Evaluate Strategic Options for Growth or Exit
Explore how to assess whether acquisition, merger, or alternative strategies align with your firm’s goals—and what questions to ask before signing.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Business Management & Organization
Level
Advanced – (4-5+ years in the profession)
Advanced Preparation
Panel call, review question set, speaker portal action items