Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

Structuring and Planning the M&A Transaction

Series: PRIVATE COMPANY M&A BOOT CAMP 2019

Private Company M&A Boot Camp - Structuring And Planning the M&A Transaction

There is an old carpenters’ expression, “measure twice, cut once.” M&A work is just one of many areas in business and law where this expression resonates. Buyers and sellers, like chess players anticipating many moves in advance, should envision and plan the route to get a deal done, including anticipated detours, at the onset of the transaction.

This webinar discusses the similarities and differences between basic M&A transaction structures; the most common issues that arise in M&A transactions of all kind; and the relationship between ostensibly unrelated sections of an M&A agreement. One focus of this episode is a threshold question in many deals: whether the buyer will buy equity or assets. This episode will, in summary form, cover many of the issues discussed in greater depth in subsequent episodes.

Principal Audience: Investors, Business Owners and Executives, Attorneys and Advisors

Partner: ChamberWise, Financial Poise, West LegalEdcenter


Meet the Panel:


Robert Londin

A partner in his firm’s Corporate and Commercial Transactions Group, ...

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David Sikes

David Sikes advises clients in the areas of mergers and ...

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Garth Tebay

Garth Tebay

Mr. Tebay is a practicing Certified Public Accountant, Certified Valuation ...

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Jacqueline Brooks

Jacqueline Allen Brooks concentrates her practice in general business and ...

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