Preparing Businesses for Sale or Merger

Date: Jan 23, 2024 9:00 a.m. – 10:40 a.m.

Location: Online

Member Price: $99

Non-Member Price: $125

Event Code: I141224

Areas of Law: Business

Earn up to 2 credits! (More Information)

Faculty

Keynote

Moderator

Presenters

Joel Bogorad, Esq.
Weinberg, Lieberman & Co., Fairfield
Robert L. Johnson, Esq.
Corporate Director & Chief Diversity Officer, Gibbons P.C, Newark
Rachel Stark, Esq.
Stark & Stark, Hamilton

Presented in cooperation with the NJSBA Business Law Section

Business owners must either prepare for succession or sale of their business. Whether they are planning a sale as a consequence of retirement planning after years of hard work or rather because the business was built with the intention of it being a transferrable asset, there are steps that the business owner can and should take to ready the business, its books and financial circumstances to maximize value and to ease the sale transaction itself.

NJICLE is honored to host three practitioners who will offer their knowledge and experience in the field of business valuation, mergers and acquisition and business management to most efficiently and effectively develop a successful business into a valuable asset for sale or merger with another entity.  Attorneys who help their clients create businesses and wish to provide legal advice and consulting services for those businesses are welcomed to hear from experts in this field of consulting and representation.

Program Agenda:

  • 9 | Introduction
  • 9:05 | Theories for maximizing sale price of the business
  • 9:20 | Identifying and creating potential business value drivers
  • 9:30 | Identifying potential impediments to sale
  • 9:45 | What to consider and establish prior to sale
  • 10 | Identifying a potential buyer or category of purchaser
  • 10:10 | Intellectual property and trade secrets considerations
  • 10:20 |Demonstrating the business financial circumstances in the best light
  • 10:30 | Market considerations, trends, forecasts and landscape
  • 10:35 | Summation and Question and Answers
  • 10:40 | Adjourn

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2 hours of total CLE credit (Full Credits Available: CPE Taxation: 2.0, NJ General: 2.0).
NY CLE (t&nt):NY Professional Practice Non-Transitional: 2.0
PA CLE:PA Substantive Credit: 1.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

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To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.

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If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

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Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.

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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/

 

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