M&A Activity: Understanding the Risks & Opportunities Related to the Purchase or Sale of a Business


As the baby boomer generation approaches retirement, many founders of closely-held businesses and their investors are seeking an exit through the sale of their business.  As these businesses enter the M&A marketplace, owners and CFOs are discovering the highly competitive landscape as competitors, roll-ups, institutional investors, and private equity buyers compete for the best opportunities. 

Join us as we discuss some of the challenges and opportunities related to this process, including a discussion of:

  • Overview of the typical purchase/sale process
  • Determination of purchase price
  • Purchase price adjustments: working capital, “look backs” and earnout
  • Resolving disputes regarding purchase price adjustments

Learning Objectives:

After completing this training, you will have a greater understanding of:
  • the process involved in the purchase or sale of a business, including due diligence and legal considerations
  • how a purchase price is established and opportunities to maximize the value of a business
  • purchase price adjustments and how they are structured and negotiated
  • potential risks and opportunities associated with transaction structure and earn-outs
  • how to avoid disputes and improve dispute resolution.

Date:  Wednesday, January 16, 2019

Location:  Greenberg Traurig LLP, 1201 K Street, 12th Floor Conference Room, Sacramento, CA 95814

Time:  11:30 AM - 1:00 PM (Lunch Provided)

Parking:  Parking is available at the Sheraton, Hyatt and the public garage on 13th off of J Street.

Registration Fee:  Complimentary to Members and Prospective Members

CPE:  This presentation qualifies for 1.5 CPE credits.

Have Questions or Need Registration Support?  Contact Denise Parker, Chapter Administrator, at sacramentofei@gmail.com or 813.494.9551.


Speakers

Ben Brown

Managing Partner
BFBA, LLP

Michelle Hallsten

Shareholder
Greenberg Traurig, LLP

Credits

1.50 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

NONE

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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