MINNEAPOLIS
Tuesday, January 28, 2025
9:00 AM - 4:20 PM | Check-In: 8:30 AM
Minnesota CLE Conference Center
600 Nicollet Mall # 370
3rd Floor, City Center
Minneapolis, MN 55402
This all-new seminar will explore the best practices for attorneys representing clients selling a privately held business with strategic insights from industry professionals on how to get the deal done.
Our expert faculty will discuss:
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS
9:05 – 9:50 a.m.
The Current State of the M&A Market
A panel of investment bankers and private equity professionals will discuss their perspectives of the current M&A market. Learn the latest market trends and best practices for successfully navigating current market dynamics.
– James M. Frommelt, Joel V. Grebenick & Adam Webb
– Mark D. Williamson (moderator)
9:50 – 10:35 a.m.
Pre-Transaction Estate Planning
An experienced estate planner will explain the tools and strategies available to help clients before the transaction to prepare for the consequences of selling a privately held business.
– Laura E. Halferty
10:35 – 10:50 a.m.
BREAK
10:50 – 11:35 a.m.
Preliminary Considerations: Letters of Intent and Confidentiality Agreements, and Exclusivity Provisions
This session will provide an overview of preliminary consideration in the sale of a privately held business, including letters of intent, confidentiality agreements, and exclusivity provisions. Understand the general terms and conditions, hear about certain specific contractual issues that arise in the use of these documents, and learn best practices when it comes to drafting these preliminary documents.
– Mark D. Williamson
11:35 a.m. – 12:05 p.m.
Tax Considerations for Selling a Privately Held Business
This session will provide an overview of the tax consequences of selling a privately held business and strategies for transaction structuring.
– Susan J. Markey
12:05 – 12:50 p.m.
LUNCH BREAK (on your own)
12:50 – 1:35 p.m.
Sale Process – Real World Examples from an Investment Banker
Join an experienced investment banker to learn more about the sale of a privately held business and hear how he has navigated a few specific, real-world transactions. Hear tips and strategies on what has worked and the challenges he has faced along the way.
– Cam Wood
1:35 – 2:05 p.m.
Using Earn-Outs to Get the Deal Done
Earn-outs can be effective tools to bridge valuation and financing gaps between sellers and buyers. This deal expert will explain how earn-outs work and how best to use them when selling a privately held business.
– Lindsey R. Day & Zachary J. Crain
2:05 – 2:50 p.m.
Selling to Private Equity
This session will provide an overview of the special considerations involved in selling a privately held business to private equity. Also, learn the challenges and best practices when advising clients who are selling to private equity.
– Stephen K. Kozachok
2:50 – 3:05 p.m.
BREAK
3:05 – 3:35 p.m.
Real Estate Issues Arising from the Sale of Privately Held Businesses
If the privately held business you are advising has a physical location, then you will likely have to deal with the sale of real property or address a commercial real estate lease. Learn real estate issues that arise from the sale of privately held businesses and best practices for resolving them.
– Allison M. Plunkett
3:35 – 4:20 p.m.
Key Legal Developments and Trends
This panel of experienced M&A counsel will wrap up the day with their perspectives on legal developments and trends, including their predictions for what lies ahead in 2025.
– Timothy R. Duncan, Ryan R. Miske & Matthew L. Stortz
– Alyssa J. Hirschfeld (moderator)
LIVE IN-PERSON
Tuesday, January 28, 2025
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAYS
Tuesday, February 11, 2025
Wednesday, February 26, 2025
Attend online
A moderator will be available to answer questions by email.
$295 MSBA members / $295 paralegals / $345 standard rate
Other discounts that may apply:
Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.
Minnesota CLE is applying to the Minnesota State Board of CLE for 6.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.0 credits.