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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.
| Time | Event |
|---|---|
|
10:00 AM - 4:00 PM |
Registration Open |
|
11:00 - 11:45 PM |
Opening Ceremony |
|
11:45 AM - 1:00 PM |
M&A Movie Premiere |
|
1:00 - 1:30 PM |
Break |
|
1:30 - 2:30 PM |
Breakout Sessions- CPA - Estate Planning - Financial Advisor - Strategy, Preparedness and Organization |
|
2:30 - 2:45 PM |
Break |
| Time | Event |
|---|---|
|
2:45 - 3:30 PM |
Keynote Presentation |
|
3:45 - 4:45 PM |
Breakout Sessions- M&A Advisor - M&A Attorney - Exit Planner/ Valuation - Strategy, Preparedness and Organization |
|
4:45 - 5:45 PM |
Shark Tank: We will explore the difference in valuation between VC, PE and Strategic Buyer |
|
5:45 - 6:00 PM |
Closing Remarks |
|
6:00 - 7:30 PM |
Networking |
In order to ensure the best transitions, 6 trusted advisors and a robust business operating system are needed:
