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2020 Innovation – Merger and Acquisition Action Pack

Date Added | January 23, 2019

The Merger & Acquisition (M&A) Action Pack has been written to help 2020 Platinum members understand the steps and procedures when buying, selling or merging their practices.

It is designed to provide an overview of the planning, methodology and post transaction actions for Buying, selling and Merger (BSM) activities.

The pack outlines the basics of most BSM transactions and at the end of each chapter there are supporting checklists and example documents to assist you. Many of the documents are regularly used by 2020 consultants and there are real life examples from deals we have arranged.

In addition, there are four 20 minute webinars outlining BSM and the key considerations and steps involved.

The M&A action pack is included in the Practice Management Hub >

*Available for 2020 Platinum Members