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Buying and Selling a Business and Business Valuations

Lorman Education Services
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?
This is primarily ilt training
instructor led trainingThis class may be available at a classroom in Milwaukee, WI,
Contact Lorman Education Services for more information
Training Presented in:English
Buying and Selling a Business and Business Valuations Intended Audience
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.
Agenda
8:00 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

Credits
,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...
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