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 [email protected] or 813.494.9551.