Welcome and Introductions by Sherry McNeil CFA President, and Larry Weinberg, CFA General Counsel and Virtual Event Chair

The purchase and sale process has several key building blocks and phases that are helpful to understand before engaging in it.  This is an introduction to the fundamentals of mergers and acquisitions in the context of a franchisor or multi-unit franchisee.  The panel will review the process, identify the key stakeholders, discuss due diligence, and provide insight into how to best prepare for a transaction, whether on the sell side or buy side.