Program Description

Ensure a Smooth Closing with Impeccable Checklists and Documentation

Mistakes and omissions on documents can seriously delay or derail a closing - or result in costly disputes down the road. Are all your i's dotted and t's crossed? In this program, seasoned faculty will teach you how to avoid problems with peerless practices for handling M&A, asset and equity purchase closing documentation. Gain practical how-to's, tips and resources for your current or next closing - register today!

• Keep organized - ensure no crucial action or document is missed with a working checklist.
• Walk through closing documentation and binders for M&A, asset and equity purchase transactions.
• Come away with sample checklists and boilerplate documents for convenient reference.

Who Should Attend

This intermediate level course will provide the necessary skills for attendees to effectively handle M&A and other business transaction closings. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

1. Closing Checklists
2. Closing Documentation and Binders
3. Post-Closing Documentation
4. Sample Checklists and Boilerplate Documents

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 1.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

National Association of Legal Assistants, Inc. – NALA: 1.00

National Federation of Paralegal Associations, Inc. – NFPA: 1.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 1.00

TBLS Paralegal Certification – TBLS Paralegal Certification: 1.00 *

Washington State Paralegal Association – Washington State Paralegal Association: 1.00

* denotes specialty credits