M&A Post-closing Issues - Anticipate and Avoid
November 2016
The M&A Breakfast Series
M&A Post-closing Issues- Anticipate and Avoid
Co-sponsored by the M&A Subsection of the CBA Business Law Section
Program Description:
Your expert presenter, Andy Kaiser, CPA, will address how "after the deal" disputes and risks can be minimized or avoided by addressing material issues early in the M&A process, including how key provisions regarding such matters as closing balance sheet adjustments, earnout payments, escrow and indemnification in initial documents can benefit your client, whether buyer or seller. Attend this program and better understand what issues to put at the top of your list, and your client's options for avoiding or at least minimizing the risk of post-closing litigation. Mr. Kaiser will also discuss strategies for handling post-closing issues when they are not timely addressed.
Don't Forget: The M&A Breakfast CLE Series is also available via live Internet webcast, direct to your desktop!
Save December 6 for the next M&A CLE Program!
Meet Your Presenter:
Andy Kaiser, CPA, Tax Partner, Eide Bailly, Golden, Co, has more than 14 years public accounting experience providing tax services to a variety of industries including financial institutions, professional services, construction and manufacturing. His experience includes guiding clients to and through market acquisitions and dispositions. Recent transactions include a $26mm asset sale, $147mm stock sale and $12mm capital infusion. Additionally, he has significant experience with large multi-state partnership and S-corporation entities. He also frequently consults with client on issues such as options for lowering the business and key shareholder’s effective tax rate, key employee compensation plans, buy-sell options and cash flow planning. Assisting clients with tax planning to ascertain potential tax opportunities as well as tax liabilities prior to engaging in transactions is also a service he provides.
Program Series Chair:
Darren Hensley, Esq.
Polsinelli PC
Denver, CO
PROGRAM AGENDA
7:30 AM – 8:00 AM
Registration and Continental Breakfast
8:00 – 9:00 AM
Post-closing M&A Issues: Anticipate and Avoid (or Minimize!)
- Material Issues to Focus On During the Initial Stages of an M&A Transaction
- Options for Addressing Closing Balance Sheet Adjustments, Earnout Payments, Escrow and Indemnification and More
- Strategies for Handling Post-closing Issues When They Are Not Timely Addressed
9:00 AM
Adjourn
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $79.00 |
| CBA Member | $59.00 |
| New Lawyer Edge Partner | $29.50 |
| CBA M&A Subsection Member | $29.00 |
| CBA Business Law Section Member | $29.00 |
| CLE ELITE Pass Holder | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
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Sponsor Information
- An Attorney and a Data Security Expert Discuss Risks and Liabilities to Clients and Law Firms When Data Breaches Occur or Are Discovered Post -Merger/Acquisition
- Post-Merger/Acquisition Data Breaches and Risk and Liabilities to Clients and Law Firms To Be Discussed at CLE Program
- Purchase Price Impact, Risks and Allocating Risks, and Suggestions and Recommendations Regarding Post-Merger/Acquisition Data Breaches from the Perspectives of both an Attorney and a Data Security Expert to be Addressed at CLE program