Product Description

The market remains fertile for sophisticated business sales and transition transactions. This fast-paced new program teaches you how to strategize for and navigate the planning and preparation for a sale transaction. Hear the expert faculty discuss letters of intent and their importance, various deal structures that meet established buyer and seller objectives, tax benefits and consequences, and particular points of negotiated interest attendant to most every business transition transaction. The speakers teach you how to keep the big picture of the transaction front and center while guiding you through various scenarios and documents that speak to the client’s particular objectives.

Agenda & Materials

• 1:00 - 1:05 pm

  Welcome and Introduction

  John F. Cohan, Esq., Gesmer Updegrove LLP , Boston
  
• 1:05 - 1:50 pm

  Preparation for Sale of the Business; Housekeeping Matters and Diligence

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  Charles C. Pascal, Esq.,
  
• 1:50 - 2:35 pm

  Disposition of Businesses & Business Interests: Letters of Intent and Term Sheets

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  Essence R. McGill Arzu, Esq., The Arzu Law Group LLC , Somerville
  
• 2:35 - 2:40 pm

  Break
• 2:40 - 3:25 pm

  Disposition of Businesses & Business Interests: Various Deal Structures Geared Toward Objectives and Results

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  Dallas K. Mosier, Esq., Gesmer Updegrove LLP , Boston
  
• 3:25 - 4:10 pm

  Disposition of Businesses & Business Interests: Certain Tax Benefits and Consequences Present in Sale Transactions

  on demand video Add to Cart

  Aaron T. Kriss, Esq., Gesmer Updegrove LLP , Boston
  
• 4:10 - 4:55 pm

  Disposition of Businesses & Business Interests: Special Points of Interest and Negotiation in Definitive M&A Documents and Market Trends

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  Dallas K. Mosier, Esq., Gesmer Updegrove LLP , Boston
  
• 4:55 - 5:00 pm

  “Ask the Experts” Q&A Session

  on demand video Add to Cart

  Panel
  

Special Program Materials:

• Buying and Selling a Privately Owned Business in Massachusetts

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty