Events Search
  Summary & Check Out (0)
Friday, April 26, 2024 In-personEssex Chapter, Morris/Sussex Chapter

M&A Transactions: An Accountant’s Role in Representing the Seller (E2404059)

10:20 AM - 12:00 PM EDT

Hanover Manor

16 Eagle Rock Ave
East Hanover , NJ 07936

2 CPE Credits in SK

OVERVIEW

This presentation will explore the critical role the accountant plays in representing the business owner in an M&A sale transaction from the perspective of the M&A attorney.

 

DESIGNED FOR

All accounting and finance professionals who advise in merger and acquisition activities

BENEFITS

-Be able to achieve the most beneficial outcome for the sellers – from due diligence to preparation of critical financial and legal documents to post-sale tax planning matters.

-Effectively work with attorneys throughout the multi-phase merger and acquisition process.

HIGHLIGHTS

  • Learn how to work with attorneys and achieve the maximum sales price.
  • Understand your critical role in assisting attorneys through the due diligence process, preparing and defending Quality of Earnings reports, as well as preparation of critical documents such as the Confidential Information Memorandum and Letter of Intent and Purchase Agreement. (allocation of purchase price)
  • Recognize how you will work with the entire deal team, typically comprised of varied professionals at every phase of a business sale.
  • Hear about the ongoing role you will play post-sale, including long-term tax planning for the seller –- managing proceeds, earn-outs, etc.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Stuart Brown

Stuart M. Brown, Esq.

Brown Moskowitz & Kallen, P.C.

Stuart M. Brown, Esq. is a founding partner in Brown Moskowitz & Kallen, P.C. located in Summit, New Jersey. Mr. Brown oversees the Firm’s corporate and commercial practice. He provides comprehensive business counseling, with a particular emphasis on the needs of privately owned businesses. Mr. Brown has extensive experience “quarterbacking” all aspects of financing, debt, acquisition, disposition and merger transactions, as well as corporate restructurings. In addition, he assists entrepreneurs and businesses in all phases of growth, including formation, organization, capitalization, financing, partnership or shareholder issues and ongoing business and commercial matters. Mr. Brown was formerly the Vice President and General Counsel of a publicly traded specialty contractor. In that role, Mr. Brown travelled extensively, both domestically and internationally, and as a result he has developed significant relationships with professional service providers worldwide. Prior to moving in-house in 1995, Mr. Brown practiced in the corporate department at one of New Jersey’s premier law firms. Mr. Brown received his law degree, with honors, in 1987 from Boston University School of Law and his undergraduate degree, with honors, in 1984 from the University of Pennsylvania. In addition to maintaining an active law practice, Mr. Brown often lectures on law related topics to business owners and executives as well as college and graduate students.

Norman Kallen

Norman D. Kallen, Esq.

Partner

Brown Moskowitz & Kallen, P.C.

Norman D. Kallen, Esq. is a partner in the law firm Brown Moskowitz & Kallen, P.C. located in Summit, New Jersey. Mr. Kallen has extensive experience relating to software and technology development and licensing, strategic alliances and related venture capital funding/investment. His background as corporate counsel to a New Jersey software technology company has provided him with first hand experience in these areas. He is also actively involved in diverse transactional matters including mergers and acquisitions, financings, corporate restructurings and capitalization, joint ventures, shareholder agreements, marketing and distribution agreements and other commercial contracts. In addition, he counsels start-up and mature closely-held businesses in all facets of business and commercial matters, including, debt and equity financing, shareholder/owner issues, employee/employer issues and various other business matters. In addition, he has extensive experience in representing lenders and borrowers in all levels of commercial loan transactions including loan restructuring. Mr. Kallen received his law degree in 1979 from Seton Hall University School of Law and his undergraduate degree in 1976 from Rutgers University. Mr. Kallen also has a Masters of Laws (in Taxation) from the New York University School of Law and a Masters in Business Administration from the Rutgers University Graduate School of Management.

PRICING

$75.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on April 26 at 8:00 AM.

Registrations will be accepted at the door.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form