Available for on-site presentation only at this time
This introductory level seminar is designed to provide attendees with the knowledge to better understand acquisition documents, the transaction process and successfully closing the underlying acquisition transaction. This seminar will provide a 'nuts and bolts' overview from the sell-side and the buy-side of the acquisition process and the acquisition documentation, including timing and valuation issues, the principal types of acquisition documents, the use of such documentation to discover and deal with common transaction problems, the place for and the role of due diligence, and the varying roles that lawyers, accountants and other professionals play in this process.
You will come away from this seminar with a better understanding of the transaction process and dynamics, and the important role of the documents needed for and the documentation process in any acquisition transaction. Give yourself the tools you need to negotiate acquisition documents, understand the principal issues in acquisition transactions, and to successfully close such transactions.
- Deciding when and how to buy or sell a business
- What are the alternatives to a purchase or sale of the business?
- Is it the best time to sell/purchase companies in your industry?
- Valuation considerations - determining the current value of a business
- Best foot forward - getting the best deal
- Financial or strategic buyers - who will maximize shareholder value?
- Structuring and documenting the transaction
- Navigating the process
- Hot spots in negotiating the documents
- Getting to and through closing
- Whew, it's closed - now what?
8:30 a.m. - 8:45 a.m.
I. Welcome And Overview
8:45 a.m. - 9:45 a.m.
II. Buy-Side Acquisition Transactions
A. Financial Advisory
B. Key Attributes Of Successful Acquirers
C. Steps That Successful Acquirers Follow
D. Financing The Purchase
9:45 a.m. - 10:50 a.m.
III. Legal Advisory
A. Confidentiality Agreements
B. Letter Of Intent Drafting
C. Due Diligence Review
10:50 a.m. - 11:00 a.m.
11:00 a.m. - 12:00 p.m.
A. Tax Considerations
B. When Making Acquisitions
12:00 p.m. - 1:00 p.m.
Lunch (On Your Own)
1:00 p.m. - 2:15 p.m.
V. Sell-Side Acquisition Transactions – Financial Advisory
A. Preparing And Positioning For A Transaction
B. Marketing A Transaction
C. What Valuation Methods Do Buyers Use Today?
2:15 p.m. - 3:15 p.m.
VI. Legal Advisory
A. Definitive Agreements And Schedules
B. Reps And Warranties
C. Closing The Deal
3:15 p.m. - 3:25 p.m.
3:25 p.m. - 4:15 p.m.
A. Accounting Issues When Selling A Company
4:15 p.m. - 4:30 p.m.
VIII. Wrap Up