Details
AGENDA
DATES & LOCATION
AIRPORT & TRANSPORTATION
LODGING
December 17th, 2024
12:00 PM - 1:00 PM: Lunch
1:00 PM - 5:00 PM Workshop
5:00 PM - 6:30 PM Dinner
December 18th, 2024
9:00 AM - 12:00 PM: Workshop
12:00 PM - 1:00 PM: Lunch
1:00 PM - 3:00 PM: Workshop
December 17th & 18th
Arrive: December 17th - Event kicks off at 12pm with Lunch
Depart: December 18th - Event concludes at 3pm
Hotel Viata
320 S Capital of Texas Hwy West Lake Hills, TX 78746
Closest Airport: Austin-Bergstrom International Airport (AUS)
Transportation: Uber and taxis are very easy at Austin Bergstrom. If you prefer to book a car service, please see below for our suggested vendor.
Hotel Viata
Click here to book your room
Reservations by phone:
Monday - Friday 9am-5pm : reach out to Rachel directly, her direct line is 512-306-6449. Outside of those hours, they can reach our reservations department at 1-844-306-6400, extension “1”for reservations, then “1”again for group reservations.
If anyone has problems making their reservation, please have them reach out to Henry at henry.david@hotelviata.com
***Make sure to book your room before Saturday, November 30th, 2024 to be eligible for our discounted group rate.
Need to Know
Headline:
COURSE DESCRIPTION
Mastering Small-Scale M&A: A Comprehensive 2-Day Course for High Net Worth IndividualsUnlock the secrets of successful mergers and acquisitions (M&A) in this intensive, 2-day course designed exclusively for high net worth individuals. Whether you're an experienced investor or new to the M&A landscape, this course will equip you with the practical skills and insights needed to navigate smaller acquisitions with sub-$5M EBITDA.
Led by a seasoned M&A professional who is also a professor at Texas A&M University and a key player at Blackrock Private Equity, this course offers a unique blend of academic rigor and real-world expertise.
Key Topics Covered:
Proprietary Search: Learn how to identify and approach potential acquisition targets that are not on the market.
Valuations: Master the art and science of determining the true value of a business.
Letters of Intent: Understand the nuances of crafting and negotiating LOIs that protect your interests.
Due Diligence: Discover the critical steps in assessing the viability and risks of a potential acquisition.
Quality of Earnings: Delve into the financial metrics that matter, and how to interpret them.
Working Capital Adjustments: Learn how to negotiate and finalize these crucial financial arrangements.
Finance Options: Explore various financing structures and how to choose the best one for your acquisition.
Integration: Gain insights into successfully merging operations, cultures, and technologies post-acquisition.
Stock vs Asset Agreements: Understand the legal and financial implications of these two common types of acquisition agreements.
Who Should Attend:
This course is ideal for high-net-worth individuals who are:
Looking to diversify their investment portfolios through M&A
Interested in acquiring smaller businesses as a growth strategy
Seeking a comprehensive understanding of the M&A process, from search to integration
What You'll Gain:
A robust toolkit of M&A strategies and techniques
Networking opportunities with like-minded investors
Don't miss this opportunity to elevate your M&A skills and strategies. Reserve your seat today and take the first step towards mastering the art of small-scale acquisitions.
Frequently Asked Questions
FAQ
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Lunch on the 17th and 18th
Dinner on the 17th
Workshop materials
Connecting with other Gobros
Masterminding
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Airfare
Lodging
Meals other than what’s listed above
Activities
Alternate transportation to/from the event.
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If you decide to cancel your reservation for this event, credits will be authorized based on the following policy, without exceptions:
Up to 90 days prior to the event: 100% credit to be used for future events, not membership
89 - 60 days days prior to the event: 75% credit to be used for future events, not membership
59 - 30 days days prior to the event: 50% credit to be used for future events, not membership
30 days or less prior to event: NO CREDIT
If you cancel the event and are eligible for an event credit, the credit will expire 12 months after the purchase date.
Ticket Transfer Policy
Event must be sold out
Can transfer to another member of your choice (on own)
Can transfer to next person on the waiting list
MUST notify GoTeam
Can only charge what you paid for the ticket
NO UP SALE
Collect money on own
If we collect money credit card fees will be charged