Welcome & Announcements  (5 MINUTES)

The Current State of the M&A Market  (45 MINUTES)
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)

Pre-Transaction Estate Planning  (45 MINUTES)
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

Preliminary Considerations: Letters of Intent and Confidentiality Agreements, and Exclusivity Provisions  (45 MINUTES)
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

Tax Considerations for Selling a Privately Held Business  (30 MINUTES)
This session will provide an overview of the tax consequences of selling a privately held business and strategies for transaction structuring.
– Susan J. Markey

Sale Process – Real World Examples from an Investment Banker  (45 MINUTES)
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

Using Earn-Outs to Get the Deal Done  (30 MINUTES)
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

Selling to Private Equity  (45 MINUTES)
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

Real Estate Issues Arising from the Sale of Privately Held Businesses  (30 MINUTES)
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

Key Legal Developments and Trends  (45 MINUTES)
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)

$295

Other discounts that may apply:

• Season Pass Discount
• On Demand Bundle Discount
• New Lawyer Discount

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.

Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.