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Mergers & Acquisitions Steps to Success

If you missed this webinar, don’t worry! You can still watch the recording.

About this webinar

The world has changed a lot in the wake of the pandemic. Businesses of all sizes and in all industries are evaluating what their future looks like as the impact of COVID-19 becomes increasingly clear month after month. Some owners are considering selling their business, others are having conversations around buying a competitor, and some related companies are already shaking hands.

No matter where you are in the process of your merger or acquisition journey, even if you simply have an interest in making a deal but you’re not ready to broadcast it yet, this webinar provides the information and tools needed to be successful in this pivotal moment of your business.

Working through the steps of a merger or acquisition can be a trying experience, but you can be confident in the decisions you’re making.

Red Shoes Inc., an award-winning strategic communication firm, partnered with experts to provide a free one-hour webinar for business professionals. This webinar is for business owners and executives who are considering or who have already initiated a merger or acquisition.

In this webinar, we discussed how the merger & acquisition market has changed because of COVID, including:

  • How timelines of transactions are taking longer
  • Changes to the due diligence process and areas buyers are more interested in now
  • Timelines for obtaining regulatory approvals
  • Buyer caution and seller willingness
  • Financing-related concerns and questions

Meet the Expert Panelists

Lisa Cruz, founder and president, Red Shoes Inc.

Lisa has worked in the public relations industry since 1994 and launched Red Shoes Inc. in 2008. Lisa provides strategic consulting in a number of areas for clients such as crisis communications, media relations, internal communications, image management and more. During her career, she has worked on a variety of communications projects that involve complex legal situations, federal, state and local investigations, high profile events, mergers and acquisitions and HR matters.

Contact Lisa: lisa@redshoesinc.com

Michael Schwantes CBI, M&AMI, president & CEO, CBS Global LLC

In 1979, Michael founded CBS Global LLC as a business intermediary. He has an extensive background in sales and consulting which blends well with his ongoing post-graduation development. His experience enables him to deliver expert advice in the business brokerage and mergers and acquisitions industry, with specific areas of expertise in the core manufacturing and distribution industries. Recently, Michael closed transactions in the medical, aviation, transportation, and food/dairy industries.

Contact Michael: mschwantes@cbs-global.com

Kevin Eismann, attorney, Davis Keulthau Attorneys at Law

Kevin focuses his practice on asset protection, business succession planning and corporate law. He enjoys building comprehensive strategies with his clients that allow them to reach their business and personal goals. As a successful entrepreneur and attorney with a background in engineering and an MBA, Kevin offers his clients a unique, multi-point perspective. Kevin is also a Certified Exit Planning Advisor.

Contact Kevin: keismann@dkattorneys.com

Glen Herman, business intermediary, CBS Global LLC

Glen joined CBS-Global in 2020 with an emphasis on helping people realize their personal, professional and financial goals. His understanding of processes and systems allows him to uncover value for buyers and helps him maximize the potential sale price for sellers. Glen has extensive experience and reach within the waste, metals, and recycling industries. He often finds himself working with metal fabrication companies, manufacturing companies, and technology companies.

Contact Glen: gherman@cbs-global.com

Glen Uphill, CPA, Uphill CPA Firm

Glen has been a Wisconsin CPA for over 40 years. His focus has always been on the tax and accounting needs of family businesses- big and small.  Uphill & Uphill’s long-term relationships have taken many businesses from startup to succession – including both family member succession and outside sales. Glen adds his practical experience to the ownership transfers of each client, taking them through planning, negotiations, and follow-up stages. 

Contact Glen: glen@uphillfirm.com

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