A Comprehensive Guide to Mergers and Acquisitions
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A Comprehensive Guide to Mergers and Acquisitions
Planning, structuring, and completing a successful business transaction is one of the most challenging tasks in business law. Join our distinguished faculty as they guide you through the entire M&A process from start to finish. Get veteran insights on how to handle key issues at all the critical stages: preliminary negotiations, due diligence, transaction planning, drafting purchase agreements, and closing/post-closing. Register today!
This program is designed for attorneys. Accountants and paralegals may also benefit.
All times are shown in Eastern time.
including - Regulatory Ethics: 1.00 Business Law: 6.00
NBI, Inc. 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 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.This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of mergers and acquisitions. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Explain two key differences between a stock and asset purchase. 2. Describe requirements for a tax-deferred reorganization 3. Recall two key provisions in an asset purchase agreement. 4. Explain an antitrust risk applicable to M&A activity. 5. Recall one common integration issue that can arise after closing. 6. Provide an example of an M&A fact pattern which creates a conflict of interest.Field(s) of Study -- Business Law; Regulatory Ethics.
STEVEN FRANCKHAUSER is Chief Legal Officer at Bertison-George, LLC, with offices in Orlando, Florida and Columbus, Ohio. Over the course of his diverse legal career, Mr. Franckhauser has litigated several jury trials, crafted and negotiated contracts with public and private entities in all 50 states, as well as several foreign countries, arbitrated disputes for FINRA and acted as general counsel and corporate secretary for top sixty professional services firms. Mr. Franckhauser currently focuses his efforts on data privacy and cyber security with emphasis on the contractual terms and conditions for supply chain data risk management. He is an adjunct professor of law at the Duquesne University School of Law and the Pennsylvania State University where he has taught Information Privacy and Security in the College of Information Science and Technology. Mr. Franckhauser serves on various industry-related organizations boards; and is a frequent lecturer and speaker on cyber security, data privacy and contractual best practices. He is a trained and experienced, arbitrator, mediator and business counselor. Mr. Franckhauser earned his B.A. degree from The Ohio State University and J.D. degree from the Duquesne University School of Law.
JULIE D. GLOBUS is a partner with the law firm of Sabharwal Globus & Lim LLP, in West Nyack, New York, where she practices in the areas of purchase and sale of debt of distressed companies, international mergers and acquisitions, leverage acquisitions, mergers and acquisitions, and finance. Ms. Globus is an associate member of the Association of Certified Fraud Examiners. In the context of her established information wall and compliance practice, she has expanded to assist her clients with building an architectural framework for compliance with state and federal securities and finance laws, and in establishing strong internal controls. Ms. Globus earned her B.A. degree from Skidmore College, her M.A. degree from Hebrew University of Jerusalem, and her J.D. degree from Rutgers State University of New Jersey-Newark Campus.
LANGDON T. OWEN JR. is a shareholder in the Salt Lake City law firm of Cohne Kinghorn, P.C., where he practices in the areas of corporate law, limited liability company, partnership, business structure and finance, commercial transactions, real estate, estate planning, taxation law, and health care law. He is a frequent speaker to professional groups on topics regarding taxation, estate planning and business, and health law. Mr. Owen has been appointed to the Utah State Bar's Ethics and Discipline Committee. He is a member of the Utah State Bar, American Bar Association, and the American Health Lawyers Association. He earned his A.B. degree, with high distinction, from the University of California, Berkeley, and his J.D. degree from the University of Utah.
AARADHANA TOMAR is an associate attorney with the Law Offices of Pullano & Farrow PLLC, where she practices in the firm's corporate practice group. Ms. Tomar focuses her practice on providing general corporate advice to business owners and tax-exempt entities. She approaches her client's legal concerns in a creative and solution-oriented manner. Within her practice, Ms. Tomar regularly represents clients in connection with private equity transactions, mergers and acquisitions, joint ventures, growth equity financing, leveraged buyouts, bankruptcies, recapitalizations, and lending transactions. She advises her clients on various financing operations and their respective regulatory and compliance matters under state and federal law. Ms. Tomar is a member of the New York State Bar Association and the Monroe County Bar Association. She earned her B.A. and LL.B. degrees from Jindal Global Law School and her LL.M. degree in taxation from Georgetown University Law Center.
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