M&A Source Members/Advisors strive to support entrepreneurship and the concept that the investment risks of owning a business deserve a straightforward, professional and honest presentation to both seller and buyer.

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There are specific professional duties outlined for M&A Source members.

 

They include:

• Represent clients in accomplishing the sale of all or part of their businesses

• Represent clients searching to acquire companies, divisions or product lines

• Advise clients on the current values, structures, strategies and methods for ownership transfers of middle market companies

• Facilitate the array of financing necessary to consummate the transaction

• Preserve client confidentiality and transaction details

 

M&A Advisors, and specifically Members of the M&A Source, are encouraged to be zealous in maintaining and improving ethical practices with their fellow M&A Advisors. Members share a common responsibility for integrity and honor in their business transactions.

 

M&A Members continuously work to remain informed on issues affecting the sale and purchase of businesses and share their experience with others. M&A Advisors and Members strive to eliminate practices that may damage the public, clients, customers, industry/profession, or which might discredit or bring dishonor to the M&A Advisor profession.