Fundamentals Of Business Acquisition Transactions
Affinia Manhattan
October 27, 2005
371 Seventh Avenue
New York, NY 10001
(212) 563-1800
8:30 a.m. to 4:30 p.m.
| Single Attendee: | $409.00 |
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| Two or More: | $399.00 |
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Benefits
An owner who plans to sell the business in a few years should now consult
with advisors and take important steps that will make the business saleable,
maximize the purchase price, and make easier the negotiations and the closing of
a deal. The result of these efforts will benefit the company regardless of
whether a sale ever materializes.
When the time comes for starting the process of marketing the business, a
business owner should consult with, and coordinate the efforts of, a business
broker; a tax accountant and/or tax attorney; an attorney skilled in the area of
buying and selling businesses; and specialists appropriate to particular areas
of concern, such as environmental engineers, intellectual property attorneys,
human resources experts, labor law and ERISA specialists.
For a potential buyer, it is also vital to assemble and coordinate a similar
team of advisors.
If you are contemplating the sale or purchase of a business or if you represent
or advise potential sellers or buyers, this seminar will help you sharpen your
skills and be more effective in the negotiations and managing the transaction
process. This seminar will include a discussion of valuation, important tax
planning issues and asset purchases vs. stock purchases.
Seminar highlights:
 | How to prepare the business for sale |
| How to market the business |
| Use of business intermediaries and the marketing process |
| Step by step processing of the deal, from letter of intent to closing |
| Environmental concerns |
| Human resources considerations |
Who Should
Attend?
This one-day seminar is designed for attorneys,
presidents and vice presidents, CPAs, treasurers and chief financial officers of
businesses that may be considering buying or selling one or more lines of
business.
Continuing Education Units
Faculty
Philip L. Chapman is a member of the firm of Lum, Drasco & Positan, LLC of Roseland, New Jersey. He focuses on the counseling of family owned and other closely held businesses in all aspects of commercial, corporate and real estate law. His expertise includes buying and selling businesses; employee post-employment non-competition agreements; shareholder and limited liability company agreements; and the selling, buying and leasing of real estate. Mr. Chapman is a graduate of Princeton University and Harvard Law School. He is a trustee of the Business Law Section of the New Jersey State Bar Association. For more than 15 years, Mr. Chapman has been listed as one of the best corporate lawyers in New Jersey in Best Lawyers in America. He lectures frequently for the New Jersey State Bar Association, for the New Jersey Institute of Legal Education, and for accounting and insurance firms providing continuing professional education programs.
Stephen Goldberg is the president and managing member of Sun Mergers & Acquisitions, LLC of Hasbrouck Heights, New Jersey. He brings over 19 years of merger and acquisition experience to the helm of Sun Mergers & Acquisitions. In 1985, Mr. Goldberg was a founding member of a New Jersey-based acquisitions firm. He subsequently founded Sun M&A to more narrowly focus on the exit strategy needs of select middle market clients. Since that time, Sun has emerged as one of the leading regional players in the field. He has personally assisted more than 200 entrepreneurial mid-market companies in a wide range of industries and markets, in implementing exit strategies by way of selling their companies. In addition to his work as a certified business intermediary, Mr. Goldberg is a frequent lecturer and writer on mergers and acquisitions issues.
Kevin Groff is a vice president of Sun Mergers & Acquisitions, LLC and has over 13 years of experience working with middle market companies. He has worked both domestically and internationally in the areas of sales, marketing, management and business development. Mr. Groff has specific business and transactional experiences in wholesale distribution, light manufacturing/assembly, technology-based businesses and private equity financing. He plays a lead role in developing and managing relationships within the private equity community. Mr. Groff has a B.A. degree in international business from Ohio Wesleyan University and an M.B.A. degree from the Stern School of Business at New York University.
Continuing Education Credit
This course has been approved in accordance
with the requirements of the New York Continuing Legal Education Board for a
maximum of 8.0 credit hours, of which 8.0 credit hours may be applied toward the
Areas of Professional Practice requirement. Each hour may be counted only as
satisfying one category of credit; duplicate credit for the same hour of
instruction is not permitted. This course qualifies for both established and
newly admitted attorneys. Lorman Business Center, Inc. has a financial hardship
guideline.
Lorman Business Center has entered into an agreement with the State Education
Department of New York and is able to offer 8.0 hours of continuing education
credit for this program. Sponsor number: 000640.
This program qualifies for 8.0 hours of Continuing Education Credit for enrolled
agents under Treasury Department Circular #230 Section 10.6(g).
Lorman Education Services 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 addressed to the National Registry of CPE
Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web
site: www.nasba.org. CPE Credit: Maximum Credit Hours: 8.0 each session (based
on a 50 minute credit hour). Field of Study: Specialized Knowledge and
Applications. Prerequisite: None. Level of Knowledge: Intermediate. Teaching
Method: Seminar/Lecture. Advance Preparation: None. Please refer to the
information in this brochure for outline, course content and objectives. Upon
completion of this course, you will receive a certificate of attendance. Final
approval of a course for CPE credit belongs with each state's regulatory board.
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