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M&A Source Course:
Determining Required Working Capital (#426)
Saturday, September 29, 2018
8:00 am - 12:00 pm

Working capital is an important element associated with every business. Without adequate working capital, new acquisitions, start-ups and existing businesses alike become financially challenged and often close. Working capital is a business value driver especially as the size of a business increases. This course provides an in-depth overview of working capital and the related information applicable to determining required working capital. Participants will learn about various factors which impact working capital, methods used to analyze working capital, metrics used to calculate working capital and how working capital impacts a business transaction. As a result of attending this course, participants will benefit from receiving the necessary information and skill enhancement to better manage this challenging variable which impacts every business transaction. No prerequisite courses are required to attend this course but a fundamental knowledge of financial statements is beneficial.

Monty Walker

Monty Walker is a Certified Public Accountant with a diversity of experience in the private closely-held business arena. Monty Supports Entrepreneurial Clients throughout the country. His practice focus is in the Business Transfer Industry providing support to Small Business Owners in the areas of Business Transactions, Business Structuring & Design, Business Tax Planning and Business Exit Planning. He works with Business Sellers, Business Buyers and their various advisors, such as business intermediaries, accountants and attorneys, to manage the unique financial, tax, planning and procedural matters associated with buying and selling a business. Due to his background in the area of business transfers and business transitions he is often referred to by his clients and colleagues as a – "Business Transition CPA". Additionally, Monty has also owned and operated several of his own businesses. Thus, his experience comes from being directly in the trenches.

Hilton Irvine/Orange County Airport

Catalina Ballroom
18800 MacArthur Blvd, Irvine, CA 92612

Course Pricing:

  Early-Bird Registration
(ENDS Fri. August 31, 2018)
Regular Registration
(Online registration  ENDS Thurs. September 13, 2018)
CABB Member $225.00 $300.00
Non-Member $275.00 $350.00
September 29th, 2018 8:00 AM through 12:00 PM
2050 Gateway Place
San Jose, CA 95110
United States
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Phone 1: 866-972-2220
Event Fee(s)
Regular Registration
CABB Member $ 300.00
Non-Member $ 350.00