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Area of Focus Sessions

PRA2601. Mergers, Acquisitions, and Mayhem: Real Talk from the Other Side of the Deal

This isn’t your typical mergers and acquisitions (M&A) session. This is a candid panel of firm owners who’ve lived M&A. 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 will give you a front-row seat to the real stories behind the headlines.

Learning Objectives:

  • Evaluate the real-world dynamics of merger and acquisitions decisions, including the practical challenges and opportunities firm owners face when selling, merging, or walking away from deals.
  • Identify key lessons form successful and unsuccessful transactions.
  • Analyze strategic options for growth or exit and identify questions to ask before agreeing to a deal.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Business Management & Organization
Level
Advanced – (4-5+ years in the profession)
Prerequisites
4-5+ years in the profession
Advanced Preparation
None
Session Tags
Practitioners