Selling Your Business - The Process from Start to Finish
Posted by Paul M. Herlan on March 23, 2023
Selling Your Business – The Process From Start to Finish hybrid event was held on March 21, 2023.
Attendees learned from the team of experts as they walked through real-world examples of the entire merger and acquisition process from valuation, buyer research and drafting of the offering materials, negotiation of key deal terms and execution of the definitive agreement, to closing and post-closing activity. Business owners gained a deep understanding of the M&A process through the eyes of both the buyer and the seller including:
- Role of professional advisors in the M&A process
- Timelines and roles of buyer and seller
- Business valuation methods and their impact on negotiations
- The importance of tax structures and benefits of each
- The role of buyer research and industry specifications
- What’s required of offering material and key deal terms
- Execution of definitive agreements
- Deal closing and post-closing activity
Presenters
- Brisbane Consulting Group: William Allen
- Lippes Mathias: Christian Lovelace
- Lumsden McCormick: Cheryl Jankowski
- Paramax: Adam Harris
- Moderator: Cory Van Deusen, Lumsden McCormick
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Paul is Director of Administration with Brisbane Consulting Group and Director of Business Development for Lumsden & McCormick, LLP. Serving Brisbane Consulting Group, Paul coordinates educational seminars in Erie, New York, Nassau, Suffolk, Kings, Queens, Westchester, and Rockland counties. He is also responsible for organizing and creating continuing legal education programs with various bar associations. He works closely with numerous matrimonial law committees to provide educational programming in business valuation and forensic accounting. He also is responsible for client relations and case management. As Director of Business Development for Lumsden McCormick, Paul is responsible for fostering professional relationships with key referral sources in the community as well as prospecting new clients. Paul is a founding chair of the Western New York Business Leadership Forum and is committee chair for the Firm’s Business Development Committee.