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Paramax Corporation Presents:

How to Effectively Work With an M&A Advisory Firm

May 21, 1:30 pm

– 1:50 pm

Camelback Ballroom

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About This Session

EPI Partner, Paramax, will share how CEPAs can successfully assist their clients and prospects with M&A opportunities.

Sam Messina, Director of Business Development, will discuss how to introduce M&A firms to your business owner clients, select consideration criteria, and how to work on an owner’s advisory team.

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Sam Messina

Learning Objectives

How to select criteria for consideration
Learn ways to introduce M&A firms to your business owner clients
Discover how to effectively participate in the planning once a process has begun.

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