Midwest Business Brokers & Intermediaries

Information Resources

This section of the MBBI web site is dedicated to information resources that are of value to those in the Business Brokerage and Merger & Acquisition business. This page includes presentations made at MBBI meetings this year, reference documents and various other resources. To see the resources offered in past years, click on any of the years below. Click on the file below to open up the information resource that you find beneficial.

Luncheon Handout on Deferred Purchase Price Issues - November 13, 2008
IRS Guidelines Regarding Rollovers as Business Start-Ups - November 13, 2008
Selling Your Technology Company - Why Earnouts Make Sense Today - October 1, 2008
Buying a Business Overview - September 19, 2008
Business Valuation Basics - A Resource from John Hayes - April 23, 2008
Private Equity Recapitalization Seminar - April 23, 2008
Business Valuations - What Every Small Business Owner Should Know - April 23, 2008
10 Commandments of Selling Your Business - April 9, 2008
10 Steps to Maximize Your Selling Price - April 10, 2008

Buying a Business Overview - June 12, 2007
How to Buy a Business Under $1M - June 12, 2007

Moriarty Presentation - Selling New Franchise Units on October 3, 2006
Franchise Info Package - Michael R. Liss, Business and Franchise Attorney on October 2, 2006
Liabilities Issues for Intermediaries on April 20, 2006

"China presentation" on November 17, 2005
"SPECIALIZED CONCERNS IN DUE DILIGENCE" Experts in operations, information technology, and tax discuss the key issues they consider in performing due diligence relating to their specialties. Presenters: Todd Perlman, Business Technology Partners and Ron Wajer, Business Engineering on September 22, 2005
"EXIT PLANNING" - Pre due-diligence roles from financial, legal and accounting perspectives. Presented By: Tom Tierney, The Christman Group; Brian Woder, Bernstein Investment Research; Richard Payne, Robinson, Pluymert, Piercey, MacDonald & Amato, Ltd; L.J. Soldenger & Assoc. on September 13, 2005
Illinois EDGE and ETIP Credits, Presented by: Steve Madden, CPA - Principal, Miller, Cooper & Co., Ltd. - Powerpoint File
IFA Illinois Finance Authority, Financing Innovation - June 23, 2005 - Powerpoint File
Illinois Department of Commerce & Economic Opportunity (DCEO), presented by Stan Luboff on June 23, 2005 Evening Meeting Powerpoint File
Wide Majority of Fast-Growth CEOs Likely To Move On Within Ten Years - January 31, 2005

2004

Purchase Price Allocation For Tax Purposes - Presented By Neal S. Fisher, October 21, 2004
Stock Vs. Asset Sale: Structuring The Deal Structuring The Deal - Michael S. Roberts, October 21, 2004
What Every Broker and Intermediary Must Know About Taxes - William H. Wiersema, CPA, October 21, 2004
Earnout Structures - Presented by Michael Roberts, June 3, 2003 PDF File

2003

Educating Sellers Through Organizational Due Diligence - Presented by Robert Hoyt, June 19, 2003 Powerpoint File
Purchase Price Allocation and Deal Structuring - Presented by Mike Adhikari September 9, 2003 - PowerPoint File
Letters of Intent Powerpoint Presentation, Letter of Intent Sample Word Doc - Presented by Roger Stelle and Ray Horn III of Meltzer, Purtill & Stelle, LLC, October 7, 2003

January 2009 Conference
Eleventh Hour Deal Change - January 27, 2009
Due Diligence Checklist CPA - January 15, 2009

"Win-Win: Keys to a Successful M&A Negotiation in Tough Times" by Chuck Andrews is for business owners and M&A professionals on creating Win-Win transactions even in these tough times. To download a copy just click on the title of the article.

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Sep 16 2010 Fall Conference - 2010 Sep 21 2010 WI Chapter Meeting 9/21/10 Oct 05 2010 Key Tax Legislation Changes Nov 02 2010 M&A Activity in the Health Care Industry view all events	Information Resources This section of the MBBI web site is dedicated to information resources that are of value to those in the Business Brokerage and Merger & Acquisition business. This page includes presentations made at MBBI meetings this year, reference documents and various other resources. To see the resources offered in past years, click on any of the years below. Click on the file below to open up the information resource that you find beneficial. 2009 2008 2007 2006 2005 Older Luncheon Handout on Deferred Purchase Price Issues - November 13, 2008 IRS Guidelines Regarding Rollovers as Business Start-Ups - November 13, 2008 Selling Your Technology Company - Why Earnouts Make Sense Today - October 1, 2008 Buying a Business Overview - September 19, 2008 Business Valuation Basics - A Resource from John Hayes - April 23, 2008 Private Equity Recapitalization Seminar - April 23, 2008 Business Valuations - What Every Small Business Owner Should Know - April 23, 2008 10 Commandments of Selling Your Business - April 9, 2008 10 Steps to Maximize Your Selling Price - April 10, 2008 Buying a Business Overview - June 12, 2007 How to Buy a Business Under $1M - June 12, 2007 Moriarty Presentation - Selling New Franchise Units on October 3, 2006 Franchise Info Package - Michael R. Liss, Business and Franchise Attorney on October 2, 2006 Liabilities Issues for Intermediaries on April 20, 2006 "China presentation" on November 17, 2005 "SPECIALIZED CONCERNS IN DUE DILIGENCE" Experts in operations, information technology, and tax discuss the key issues they consider in performing due diligence relating to their specialties. Presenters: Todd Perlman, Business Technology Partners and Ron Wajer, Business Engineering on September 22, 2005 "EXIT PLANNING" - Pre due-diligence roles from financial, legal and accounting perspectives. Presented By: Tom Tierney, The Christman Group; Brian Woder, Bernstein Investment Research; Richard Payne, Robinson, Pluymert, Piercey, MacDonald & Amato, Ltd; L.J. Soldenger & Assoc. on September 13, 2005 Illinois EDGE and ETIP Credits, Presented by: Steve Madden, CPA - Principal, Miller, Cooper & Co., Ltd. - Powerpoint File IFA Illinois Finance Authority, Financing Innovation - June 23, 2005 - Powerpoint File Illinois Department of Commerce & Economic Opportunity (DCEO), presented by Stan Luboff on June 23, 2005 Evening Meeting Powerpoint File Wide Majority of Fast-Growth CEOs Likely To Move On Within Ten Years - January 31, 2005 2004 Purchase Price Allocation For Tax Purposes - Presented By Neal S. Fisher, October 21, 2004 Stock Vs. Asset Sale: Structuring The Deal Structuring The Deal - Michael S. Roberts, October 21, 2004 What Every Broker and Intermediary Must Know About Taxes - William H. Wiersema, CPA, October 21, 2004 Earnout Structures - Presented by Michael Roberts, June 3, 2003 PDF File 2003 Educating Sellers Through Organizational Due Diligence - Presented by Robert Hoyt, June 19, 2003 Powerpoint File Purchase Price Allocation and Deal Structuring - Presented by Mike Adhikari September 9, 2003 - PowerPoint File Letters of Intent Powerpoint Presentation, Letter of Intent Sample Word Doc - Presented by Roger Stelle and Ray Horn III of Meltzer, Purtill & Stelle, LLC, October 7, 2003 January 2009 Conference Emotional Due Diligence - Overview Emotional Due Diligence - Q & A Emotional Due Diligence - ACG Network Eleventh Hour Deal Change - January 27, 2009 Due Diligence Checklist CPA - January 15, 2009 "Win-Win: Keys to a Successful M&A Negotiation in Tough Times" by Chuck Andrews is for business owners and M&A professionals on creating Win-Win transactions even in these tough times. To download a copy just click on the title of the article.
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