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M&A: What You Should Know Before Buying or Selling (Forward Thinking Seminar Series - Indianapolis)

08/16/2017 Emir Hodzic & Keith Carlson

Download the presentation here!

Merger and acquisition transactions continue to grow in the region as business owners prepare to cash out while investor groups look for opportunity in Indianapolis’ middle market. Whether on the buy or sell side of a deal, due diligence and advance planning is imperative to minimizing risks and maximizing value. We will provide you with the necessary tools to navigate the complexities of business transactions, including determining value drivers, performing financial due diligence, and understanding the tax structures utilized in private company deals.

Learning Objectives:

  • When selling, how to maximize value. While when buying, minimizing risk.
  • Identifying value drivers and their importance
  • Understanding the tax structure of both buying and selling


12:00-12:15 – Lunch
12:15-12:50 – Program
12:50-1:00 – Q/A

About the Presenters:

Keith Carlson, Director of M&A Advisory Services, specializes in both buy- and sell-side M&A transactions, and is highly skilled in the areas of deal structuring, company positioning, transaction consequences, transaction risk mitigation, negotiations, due diligence, and financial analytics, as well as financial analysis and modeling. Previously an investment banking analyst focused on the industrial sector, Keith has assisted deal teams and corporate clients with a vast array of M&A advisory and capital-raising solutions.

Emir Hodzic, Manager, CPA specializes in working with closely held, middle-market companies across a broad range of industries including manufacturing, distribution, nonprofit and professional service organizations. Emir’s area of focus is mergers and acquisitions where he assists clients in making sure they get the most out of their transaction whether buying or selling.

Event Details

Date & Time

08/16/2017, 12:00 pm - 1:00 pm


VonLehman CPA & Advisory Firm
8250 Woodfield Crossing Blvd.
3rd Floor
Indianapolis, IN 46240

Free parking available around the building

Free parking available around the building

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