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 family business 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 including a family business. 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

• 2:00 - 2:35 pm

  Preparation for Sale of the Family Business; Housekeeping Matters and Diligence

  Zane Fernandez, Esq., Gesmer Updegrove LLP , Boston
  
• 2:35 - 3:10 pm

  Letters of Intent and Term Sheets

  Lauren M. Forster, Esq., Burns & Levinson LLP , Boston
  
• 3:10 - 3:45 pm

  Various Deal Structures Geared Toward Objectives and Results

  Lauren M. Forster, Esq., Burns & Levinson LLP , Boston
  
• 3:45 - 4:25 pm

  Certain Tax Benefits and Consequences Present in Sale Transactions

  Rodney A. Bedow, Esq., Burns & Levinson LLP , Boston
  
• 4:25 - 4:50 pm

  Special Points of Interest and Negotiation in Definitive M&A Documents and Market Trends

  John F. Cohan, Esq., Gesmer Updegrove LLP , Boston
  
• 4:50 - 5:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  

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