I welcome opportunities to provide information and continuing educational programming for entrepreneurs and their professional advisors. I have addressed national, regional and local meetings, seminars and conventions. In addition, I can prepare and deliver educational in-firm presentations for large professional firms and organizations. I can also work with these groups to offer continuing education credit to participants.

Some of the conferences and seminars I have addressed have been sponsored by:

  • American Business Appraisers
  • Arizona State University Carey School of Business
  • Bernstein Wealth Management
  • BDO Seidman
  • Bush O’Donnell Capital Partners
  • C3 Capital Partners
  • Gallagher & Kennedy
  • Gammage & Burnham P.L.C.
  • Grant Thornton
  • Greenburg Traurig, LLP
  • Greenfield Commercial Credit
  • Hadley Capital
  • Hammond Kennedy Whitney
  • High Street Capital
  • Huck Bouma, PC
  • International Business Brokers Association
  • Jennings Strouss
  • KLH Capital
  • Lorman Educational Services
  • M&A Source
  • Main Street Capital Corporation
  • MB Financial Bank
  • Melville Capital
  • National Bank of Arizona
  • Phoenix Business Journal
  • Prospect Partners
  • Svoboda Collins
  • The Omnia Group, LLC
  • UBS
  • University of Chicago Graduate School of Business
  • Westshore Capital Partners

Representative Sample of Speaking / Seminar Topics:

  • Business Valuation: How Much is Your Company Really Worth?
  • Price vs. Value:  Bragging Rights or Wealth in Your Pocket?
  • Deal Structure: Insights From Your Balance Sheet
  • Legal Issues: Trends in Negotiating M&A Agreements
  • Acquisition Valuation: How Much to Pay? A Buyer’s Perspective
  • Having a Good Reason to Sell Your Company Creates Value
  • One Buyer is No Buyer: Creating a Competitive Market
  • Confidentiality: Is There Really Such a Thing?
  • Due Diligence: Confirmatory or Exploratory?
  • Managing for Growth: Organic vs. Add on Acquisitions
  • The Buyer Pool: Strategic vs. Financial Buyers
  • Exiting Your Business: Now or Later?
  • Are You Ready for Private Equity: What are They Looking For?
  • Merger & Acquisition Process: A Path and Plan to Go To Market
  • Recapitalizations: Taking Chips off the Table Without Losing Your Seat
  • Positioning M&A Transactions:  Negotiation Advantage Starts with a Strategy
  • Financing the Deal: What Options Are Available?
  • Making the Acquisition Successful: Pre and Post Closing Issues
  • Mezzanine Debt: An Overlooked, Misunderstood Source of Capital
  • WIIFY: What’s In It For You? Why Sell?
  • Hold and Grow: Adding Value to Your Company
  • Negotiating the Price Gap: Creative Solutions

Walt Lipski Speaking Calendar:

Would you like Walt to speak at your event? Contact here.

M&A Source Fall Conference
Nov 17 – 18, 2014, Austin Texas
Course 435: M&A Case Studies Master Class
Moderator for Panel Discussion: Best Practices for Deal Structures, Negotiation and Closings

GABB Georgia Association of Business Brokers
Sept 30, 2014, Atlanta, GA
IBBA Course 424: Understanding the Pro Forma and Cash Flow Statement – a Negotiation Tool for more Deal Closings

Carolinas – Virginia Business Brokers Association Fall Conference
September 12, 2014, Charlotte, NC
IBBA Course 421: The Balance Sheet-a Uniquely Powerful Closing Tool
IBBA Course 384:  Opportunity for Success with Distressed Companies

M&A Source Conference
June 2, 2014, Las Vegas, NV
M&A Source Course 435: M&A Case Studies Master Class

Arizona Business Brokers Association (AZBBA)
May 15, 2014, Scottsdale, AZ
M&A Source Course 421: Balance Sheet: A Uniquely Powerful Closing Tool

Arizona Business Brokers Association (AZBBA)
February 13, 2014, Scottsdale, AZ
The Baby Boomer Business Transfer Dilemma

M&A Source Fall Conference
November 18-20, 2013 Savannah, GA
Seminar: Pro Forma and Cash Flow Statements: A Tool for Closing More Deals

Georgia Association of Business Brokers Fall Conference
September 24, 2013 Atlanta, GA
Seminar: Balance Sheet – A Uniquely Powerful Closing Tool

M&A Source Spring Conference
June 10-12, 2013 Anaheim, CA
Seminar: Opportunities for Success with Distressed Companies
Seminar: Impactful Pro Forma Statements

M&A Source Courses written by Walt Lipski:

(qualified for CE credits for select professional designations)
Course #384 – Opportunities for Success with Distressed Companies
Course #403 – Impactful Pro Forma Statements
Course #421 – Balance Sheet – A Uniquely Powerful Closing Tool
Course #423 – Managing the Seller’s Options – The Seller’s Unending Question
Course #424 – Pro Forma and Cash Flow Statement: Tool For Closing More Deals

Would you like Walt to speak at your event? Contact……