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Chairman's Message
Chet Walden, CBI, M&AMI, BCI, FIBBA
Much has changed in the last six months, and our vision for the future is much brighter. The goal for MAS continues to be to provide you with the best educational conferences possible going forward.
It is our hope that you come to view the M & A Source as your ally, your educators, and champions for your industry and individual businesses. I am humbled and amazed when I look at the various experts we have on the MAS Board who willingly donate their time in order to serve you and this Association. That's truly "giving back."
Participation by you as a member is the lifeblood of our Association. Get involved. Reach out to the Committee Chairs and let them know you want to volunteer and contribute. Our Fall Conference in Las Vegas will be here before we know it, and we'd love to see more members actively contributing their expertise to others.
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All Staffed Up, and
Ready to Go!
Karl Kirsch, CAE
 Meeting Expectations was happy to have started the official management transition on July 2nd, 2012, which means we will now handle the phones, emails, websites, banking, newsletters, and delivery of all the benefits of membership in The M&A Source. We have our staff in place including myself, who will serve as your Executive Director, and will be primarily responsible for strategy execution, board relations, and seeking ways to make membership even more meaningful.
Lynne Weil, your Director of Operations, will handle day-to-day management of the staff, committee support, and will ensure consistent delivery of services and timeliness of responses. In addition to her specialized experience in managing transitions, she has many years of operations management experience, as well as several tours as Executive Director of her own groups.
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IBBA Chairman's Report
Pino Bacinello, CBI, M&AMI, CMEA, CSBA
 Firstly, I want to say how delighted I was to see and meet the many of you that made it to San Antonio and I look forward to seeing many more of you at your fall conference in Las Vegas. I am even more delighted to see that even after having gone through so much turmoil between our two brands, we managed to survive it all and get back together stronger than ever. Your leadership stood the test of time, politics and more and came out shining. Our collective boards have never worked so well together while focusing on each board's specific objectives. We truly all came to the realization that we are one great association with two distinct brands and servicing two distinct groups of professionals. Two different vehicles, delivering different goods. Different drivers and one united team!
What is good for one is good for both and what hurts one will ultimately hurt the other.
Under your M&AS leadership and the vision of Chet Walden, we have been able to focus on what matters most, and that is you.
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Tax Increases and the Sale of a Business
Kevin Dempsey, CBI, CMC, CMEA
As I am writing this article today, Obamacare was just affirmed by the US Supreme Court. Whether you are for it or against, Obamacare is now certain to go forward with the associated expenses intact. How will this be paid?
Many significant provisions of Economic Growth and Tax Relief Reconciliation Act of 2001 (Bush tax cuts) are scheduled to expire at the end of 2012, which would result in significant tax law changes.
Déjà Vu, all over again! Yes the same thing was scheduled to occur at the end of 2011, but Congress voted to extend most of the effected provisions. Will it extend them again? Who knows? Here at Summa Financial Group, speaking to our prospective clients who are thinking of selling, we are imploring them to get on the market as quickly as possible.
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Asking for Expressions of Interest
Taylor Devine,
Chair, M&A Source Nominations and Committee Recruitment
Per our M&A Source Bylaws each year we canvass our membership asking our members for expression of interest in serving as directors. If you are interested in serving as a director or on any of our committees, please contact me by sending me an email: tdevine@cdisolutions.net
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M&A Source 2012 Fall Conference Survey
Will you be attending the 2012 Fall Conference, held November 7 - 9th, in Las Vegas?
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Conference Chair's Report
Dora Lanza, M&AMI, CBI, CSBA, MEA
 The Conference Committee has been busy planning our program for the Fall Conference. We are excited to be going back to Las Vegas, so mark your calendars for November 7th - 9th. In an election year, you won't want to miss this event. We are committed to delivering content that is relevant, interactive, and provides value, ultimately translating into increased revenue to our members.
Time and time again, we are told by you, our members, that the true golden nuggets are found in learning from your peers as you hear firsthand the stories from being in the trenches. If you want to submit a session proposal, and/or would like to be considered as a panelist, we want to hear from you! The Conference Committee will review all proposals and identify sessions that will appeal to the most number of our members.
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The ROI from Volunteering!
Taylor Devine, Chair, Nominations and Committee Recruitment
The more we give the more we get. We know this to be true as we build our individual M&A practice and our firms M&A practices. Many of us join local and national organizations to gain clients. Those people who contribute to the success and earn leadership positions in those organizations have a much higher ROI on their membership than those who do not. The best lead is a referral. We can not buy a referral. We have to earn the referral from people we have built a relationship and trust with.
How do you get the greatest ROI from your M&A Source membership? The same way you get the highest ROI from any organization
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Membership Chair's Message
Joe Lindsey, CBI, BCB, LREA, M&AMI
The M&A Source is dedicated to being your bridge to success. Through your association with The M&A Source, you have the opportunity to learn more about your profession, improve your skills, and become more valuable to your clients.
One of the ways The M&A Source can help you improve your skills is by providing you with relevant education opportunities, an example of which is our series of webinars. In 2009, under the leadership of Dan Hall, The M&A Source launched its first webinar. The idea behind the creation of a series of webinars was simple: provide free educational content to our members and other merger & acquisition professionals. Each webinar features one or more subject matter experts and each webinar is recorded live.
Between now and the end of the year, The M&A Source will present webinars on an almost weekly basis. You'll have plenty of opportunities to tune in and learn. Here is the schedule for July and August.
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Quote of the Month
Great Work is done by people who are not afraid to be great.
-Fernando Flores
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