“The First Date”: Contacting Owners and Successful First Meetings

April 30, 2020 1:00 PM – 2:00 PM (EDT)

Making first contact with an owner, especially of a “not-for-sale” company, is a critical step in the M&A process. It is your opportunity begin a positive relationship that may lead to acquisition. The first meeting is equally important; it is the “first date” in what could be a successful (and lucrative) relationship for all involved.

After this course, you’ll be able to:

  • Explain what typically motivates owners to sell
  • Describe effective contact strategies for getting and keeping owners on the phone
  • Detail how to use market and prospect research to gain credibility with an owner
  • Outline steps for a successful first face-to-face visit with an owner
  • Develop a persuasive first meeting presentation to highlight the strategic fit between your company and the prospect

To register, click here: https://register.gotowebinar.com/register/5445941969103027724

CPE Credits: 1 CPE credit in Business Management & Organization

Program Level: Basic

Delivery Method: Group Internet-Based

Cost: Complimentary

PRESENTER: Matt Craft is a Vice President at Capstone, a top M&A consulting firm. For over 10 years he has worked with domestic & international clients and publicly traded & private companies in a wide range of service & manufacturing industries.

For questions, comments & information regarding administrative policies (refunds, cancellations & complaints) contact Annie Sunny 703-854-1910 or ASunny@CapstoneStrategic.com.

Capstone is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Special Announcement: Capstone is pleased to announce that for the next three months we will be offering our webinars for no charge as a way to support the growing number of people who are working from home.  We will process a refund for anyone who has already paid for these webinars. Those who attend the webinars and participate per the NASBA requirements will receive CPE credit.