|
Provided by: Lorman Education Services Buying and Selling a Business and Business Valuations |
![]() |
Training
Provided by Lorman Education Services
Ensure nothing gets overlooked get on the road to success in business sales, purchase and valuation.
Join us for this innovative seminar and get up to speed on structure issues. Understand the intricacies of purchase and sale agreements. Get a handle on complicated issues surrounding closing documents. Avoid problems down the road by protecting yourself and your company find out exactly what the critical issues are and how to best handle them.
You ll gain the practical insight you need to deal with any challenges that come your way, including tips on due diligence. Don t wait register today to make sure you stay on the cutting edge of your field.
Benefits for You
Navigate the buying or selling process with ease
Successfully handle important tax and financing issues
Get expert advice on performing effective due diligence
Find out what you need to know about merger and purchase agreements
Learn the ins and outs of business valuation what is it and why does anybody need it?
|
|
||||||||
Buying and Selling a Business and Business Valuations
Intended AudienceCredits
This seminar is designed for attorneys, CPAs, accountants, presidents, vice presidents, finance executives, business owners and managers, financial planners, investment bankers, enrolled agents and consultants.
Agenda8:00 am 8:30 am Registration 8:30 am 9:20 am Preparing for the Merger, Acquisition or Sale Matthew D. Le Master Strategic Buyer vs. Financial Buyer Preparing to Buy or Sell Use of Investment Bankers or Business Brokers The Buying and Selling Process Major Impediments to Sale 9:20 am 11:05 am Structure Issues (Break 10:00 am 10:10 am) Darren C. Hauck Tax Issues Financing Issues Legal and Other Issues Letters of Intent and Confidentiality Agreements Darren C. Hauck Review of Agreements Pitfalls Business Considerations Due Diligence Darren C. Hauck Importance Organization and Execution Deal Issues Integration Issues Documentation 11:05 am 12:05 pm Lunch (On Your Own) 12:05 pm 1:40 pm Anatomy of Merger and Purchase Agreements Jason A. Farber Merger, Asset Purchase and Stock Purchase Agreements Representations and Warranties Indemnification and Escrows Purchase Price Adjustments 1:40 pm 1:50 pm Break 1:50 pm 2:35 pm Selected Issues; Closing Documents Matthew D. Le Master Noncompetition Agreements Real Estate Issues Consulting Agreements Promissory Notes Escrow Arrangements Third-Party Consents Closing Statements 2:35 pm 4:10 pm Business Valuations Adrien E. Gamache, Ph.D., ASA What Is Business Valuation? Why Does Anyone Need It? Levels of Value Appraiser Qualifications Contract or Engagement Letter Due Diligence Standards of Value How It s Done 4:10 pm 4:30 pm Questions and Answers Jason A. Farber, Adrien E. Gamache, Ph.D., ASA, Darren C. Hauck and Matthew D. Le Master
,Bankers 8.0 including CTFA (TAX) 8; CCTS 8 ,CBC 1.0 ,CFP 8.0 ,Enrolled Agents 8.0 ,CPE 8.0 including Finance 8 ,WA CLE 6.75 ,
About The Training Provider: Lorman Education Services
Lorman Education Services - Lorman Education is dedicated to providing cost-effective training opportunities that meet the needs of our members and enhance their skills, knowledge, and competencies.
Please use Priority Code 16175 when registering.
Lorman Education Services began offering continuing education seminars in 1987.
Lorman Education is dedicated to providing cost-effective training opportunities that...

