Big Money in ABA Series- Who's Buying and Selling?

This recorded Big Money in ABA session examines agency acquisitions, buyer due diligence, valuation considerations and employee ownership. Karen Chung presents the business perspective, while Jon S. Bailey discusses ethics concerns reported through his hotline.

Catalogue presenter credits: Jon S. Bailey, Karen Chung.

Who's Who? This event is not CEU-Eligible

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The presenters explain platform companies and add-on acquisitions and discuss tensions between incentives tied to billable hours and client care. Bailey draws on questions sent to his ethics hotline about caseloads and billing pressure.

An embedded interview with an agency owner explores why she sold, how she investigated the buyer and what she might do differently. Later discussion covers written reinvestment commitments, valuation factors and an employee stock ownership plan (ESOP) as an alternative exit.

What does this recording cover?

• Platform companies and add-on acquisitions
• Incentives tied to billable hours and ethics hotline concerns
• Buyer due diligence and written deal commitments
• Financial performance and valuation considerations
• Employee stock ownership plans as an exit alternative

Recording context: This is a historical discussion of agency ownership and acquisition. Its recording date is not supplied.

Course evaluation records

Special Learning's course evaluation snapshot contains 0 rating responses for this recording. No rating average is shown, and no anonymous learner comment is reproduced here. Source: course evaluation records, October 11, 2026.

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