Arizona Chapter Event: LOI and Purchase Agreement

Registration Pricing

Pre-Event Registration $25 

Registration

*Walk-Ups $30

 


Overviewdivider

 

LOI and Purchase Agreement

Attorneys will discuss a number of material buy-sell agreement issues and represent their clients’ best interests in a mock discussion to highlight key issues, strategies to resolve and answer questions. The discussion will cover some of the top issues that business owners and buyers face in crafting, negotiating and successfully completing complex transactions. Attendees will leave with a better understanding of key issues that are common in letters-of-intent and their related buy-sell agreements, along with the various means to address them.

Learning Objectives:

  • Develop a deeper understanding of key sections of a buy-side agreement and their importance
  • Understand how a good buy-sell agreement is the foundation of a successful transaction
  • Learn what are some common pitfalls for each buy-sell party and what can be done to avoid them
  • Learn what works in overcoming impasse issues
  • Leave with a better understanding of how attorneys can help deals get done

 


Presenters
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Moderated by: Bruce Black, Managing Director, IBG/Fox & Fin


Bruce Black is Managing Director at IBG/Fox & Fin and has 30 years of M&A experience while building a number of high performance companies as founder, leader, entrepreneur and CEO. In addition, Bruce has proven skills in acquiring, selling and integrating companies, as well as planning, team building, operational execution, customer relationship building and achieving expected stakeholder returns. All issues that business owners must face and master to succeed. Bruce’s work today primarily involves sell-side representation for lower middle market business owners. He maintains his FINRA Series 79 Investment Banking Registration and Series 63 with Stillpoint Capital LLC.

Panelists:

Quinn Williams, Shareholder, Greenberg Traurig

Quinn Williams focuses his practice on mergers and acquisitions, public and private securities offerings, venture capital transactions and advising on the formation and funding of emerging companies. Quinn’s industry experience includes technology, retail, automotive, media, manufacturing, distribution, real estate and specialty service industries. He serves as corporate counsel for private companies and was formerly general counsel of an international retail franchisor. Quinn advises Boards and Management on capital formation, governance and compliance issues.

Brian Moll, Partner, Quarles & Brady

Brian Moll is a partner in the firm’s Business Law Practice Group. He practices in the areas of general corporate law, mergers and acquisitions, commercial contracts, corporate governance and entity formation. He has advised clients in a wide variety of industries, including mining, manufacturing, health care, software, business services, and aerospace and defense, as well as private equity and venture capital firms.

James O’Sullivan, Shareholder, Tiffany & Bosco

Jim O’Sullivan represents closely-held businesses, including law firms and other service professionals. Serving as general counsel and primary contact for businesses and their owners, Jim focuses on the ongoing legal needs of these clients, as well as strategic planning for growth and ownership succession opportunities. Jim leverages his considerable planning, negotiation and contract drafting experience to counsel clients through key events such as business formation, joint ventures, mergers and acquisitions, and other agreements among business owners.

 


Continuing Educationdivider

 

CEPAs receive 1 CE credit

CPAs receive a certificate for 1 CPE credit

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