Product Description

Buying or selling a business is often the largest transaction a client experiences in their lifetime. It can be the culmination of the seller’s life work and the realization of the buyer’s dream of entrepreneurship through business ownership. Effectively representing a buyer or seller during this stressful time can be daunting. The key to a successful outcome is having a clear understanding of your client’s goals and objectives from the outset, preparing the business for sale in advance of commencing the transaction process, ensuring the buyer has a clear path to close the transaction, and completing each stage of the transaction with your client’s ultimate objectives in mind.

Unexpected issues inevitably arise during the transaction, and it is counsel’s role to navigate the client through those to ensure the transaction reaches the finish line. This program explores the business transaction lifecycle from the buyer’s and seller’s perspectives. Learn how to masterfully chart the path in this seminar with a panel of seasoned transactional attorneys.

Agenda & Materials

• 1:00 - 1:10 pm

  Introduction & Understanding Your Client’s Goals and Objectives

  Kyle J. Scandore, Esq., McLane Middleton, PA , Woburn
  
• 1:10 - 1:20 pm

  Preparing the Business and the Parties for the Transaction

  Kyle J. Scandore, Esq., McLane Middleton, PA , Woburn
  
• 1:20 - 1:40 pm

  NOAS + Letters of Intent & Risk Matrix

  Jesse S. Angeley, Esq., McLane Middleton, PA , Woburn
  Adam D. Page, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston
  
• 1:40 - 1:50 pm

  Financing the Transaction

  Jesse S. Angeley, Esq., McLane Middleton, PA , Woburn
  Adam D. Page, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston
  
• 1:50 - 2:00 pm

  The Due Diligence Process

  Jesse S. Angeley, Esq., McLane Middleton, PA , Woburn
  
• 2:00 - 2:10 pm

  Asset Sales v. Stock Sales

  Hannah Greenough, Esq., Glovsky & Glovsky LLC , Beverly
  
• 2:10 - 2:20 pm

  Working Capital/ Asset Allocation

  Hannah Greenough, Esq., Glovsky & Glovsky LLC , Beverly
  
• 2:10 - 2:20 pm

  Asset Allocation

  Hannah Greenough, Esq., Glovsky & Glovsky LLC , Beverly
  
• 2:10 - 2:20 pm

  Break
• 2:20 - 3:30 pm

  Drafting Key Transactional Documents

  Kyle J. Scandore, Esq., McLane Middleton, PA , Woburn
  Jesse S. Angeley, Esq., McLane Middleton, PA , Woburn
  Hannah Greenough, Esq., Glovsky & Glovsky LLC , Beverly
  Adam D. Page, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston
  
• 3:30 - 3:40 pm

  Closing the Transaction & the Closing Agenda

  Adam D. Page, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston
  
• 3:40 - 3:50 pm

  Post-Closing Matters

  Jesse S. Angeley, Esq., McLane Middleton, PA , Woburn
  
• 3:50 - 4:00 pm

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

  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.

Cochairs

Faculty

Fees

• $220.50 - MCLE Sponsor Member
• $122.50 - New Lawyer
• $122.50 - Pending Admittee
• $122.50 - Law Student
• $122.50 - Paralegal
• $245.00 - All Others

Available FREE with an MCLE OnlinePass^® subscription.