T h e B r i d g e | W i n t e r 2 0 2 5 | 3
Content.
NO.08
ISSUE
WINTER 2025
The Bridge
A QUARTERLY PUBLICATION
OF THE M&A SOURCE
Reflect on the successes in the past
year, look to the future of the M&A
Source and welcome our 2025 Chair,
Kathlene Thiel.
LETTER FROM THE 2024 CHAIR
04
Read personal insights into a career in
M&A with our latest member interview.
AN INTERVIEW WITH M&A
SOURCE MEMBER,
SAM THOMPSON
06
Get an overview of various provision
benefits and when they come into
play in M&A.
TOP 10 TAX CODE PROVISIONS
EVERY M&A ADVISOR SHOULD KNOW
14
Unpack what makes a “bad” opening
offer and learn when to stay silent.
AN OFFER YOU MUST REFUSE…
TO MAKE
08
Discover the impacts of having a strong team
behind your business sale.
THE IMPORTANCE OF A STRONG
MANAGEMENT TEAM WHEN
SELLING YOUR BUSINESS
10