Considering buying or selling a business?

Presented by M&A industry leaders in the legal, investment banking, and accounting and finance fields, the M&A Forum will provide participants with the tools, practical tips and strategies needed to complete a successful transaction. 

Full agenda available below.

Key Takeaways:

• Preparing your business prior to a deal
• Understanding wealth transfer
• Understanding transaction structure and valuations
• Structuring the deal to minimize tax consequences
• Learning about the various documents related to a deal
• Getting familiar with Representations and Warranties Insurance
• Learning about deal financing, earnouts and equity rollovers
• Reviewing a playbook of M&A best practices

Who Should Attend?

The M&A Forum is geared toward management personnel at businesses of all sizes, including start-ups. Titles might include C-suite, owner and founder, general manager, vice president, director of business development, director of finance, strategic planner, business unit manager and general counsel.

Join us for social hour immediately following the seminar.
Approved for 4 CPE credits in Nebraska (based on 50-minute hours) and 3.5 CLE credits in Nebraska and Iowa.

Register here >>

1:00 PM | Welcome: Lisa Sarver

1:00 PM – 1:45 PM | Let’s Get the Legal Stuff Out of the Way: A Legal Overview of M&A Transactions

1:45 PM – 2:00 PM | Representations and Warranties Insurance

2:00 PM – 3:00 PM | Transaction Structure Planning

3:00 PM – 3:15 PM | Break

3:15 PM – 3:45 PM | Is the Party Over? An update on private company valuations

3:45 PM – 4:45 PM | Panel: Deal Process Insights

4:45 PM | Social Hour - Join Us!