Program Description

Pave the Way for a Smooth, Advantageous Business Deal

Merger and acquisition transactions are time and detail intensive, and a paralegal with knowledge of this complex area of law is a valuable asset to today's firms and companies. Do you know how to effectively conduct due diligence investigations? Can you effectively manage the document flow to help make the transaction seamless? Discover best practices you can put into place immediately to position your firm or company for success. Register today!

• Prepare confidential business profiles that enhance the interest of potential buyers.
• Draft effective due diligence requests and disclosure schedules that help delve into the key attributes of the target company.
• Increase the complexity of your assignments by showing proficiency in handling closing documents.

Who Should Attend

This intermediate level course will provide attendees with the skills and resources to effectively handle the paralegal's responsibilities in a business merger or acquisition. Those who should attend include:

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

Course Content

1. Overview of the M&A Process and the Paralegal's Role
2. Drafting Preliminary Documentation
3. Due Diligence
4. The Closing

Continuing Education Credit

California MCLE Paralegal – California MCLE Paralegal: 3.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 3.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 3.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 3.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 3.00

National Association of Legal Assistants, Inc. – NALA: 3.00

National Federation of Paralegal Associations, Inc. – NFPA: 3.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 3.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 3.00

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 3.00

TBLS Paralegal Certification – TBLS Paralegal Certification: 3.00 *

Washington State Paralegal Association – Washington State Paralegal Association: 3.00

* denotes specialty credits

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