Growing Your Brokerage Through Mergers and Acquisitions

Discover what the terms mergers and acquisitions mean and the various elements of these types of transactions. Throughout three learning tracks, you will be introduced to mergers and acquisitions, the differences and what might be the right strategy for you to utilize in each scenario. Other aspects to cover will be valuation and deal structure, value formulas, how to make sure companies have a good and correct valuation, and the actual transaction.

The objective of this course is to familiarize C.A.R. members and licensed brokers with the world of mergers and acquisitions. We will explore the various elements of a transaction, beginning with how to best structure your business. This course will cover both high level points and some finite details unique to M & A’s, including how to prepare for the due diligence process.

• In the first part of the course, I will provide an overview of what M & A’s are, how they are being used, various types and their purposes, and the consideration that goes into them.
• In the second part, I’ll explain how to prepare a brokerage for acquisition or set it up for a merger with another company. I’ll share personal and business considerations and list important points that need review and execution. Valuation and deal structures are also covered.
• In the third part, I’ll explain the different steps of the merger and acquisition processes, along with the terminology and typical timelines. I’ll take you through the checklist of things to consider before entering an agreement, the transaction details, the financial aspects of the deal and what to expect during the due diligence process.