Washington State Paralegal Association

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  • Overview of Mergers and Acquisitions or Paralegals

Overview of Mergers and Acquisitions or Paralegals

  • 01/31/2019
  • 1:00 PM - 2:00 PM
  • Audio Webinar

Register: https://ipe.nbi-sems.com/ProductDetails/Overview-of-Mergers-and-Acquisitions-for-Paralegals/Audio-Webinar/81720ER_DEDEPAR398700000?pt=1

Program Description

What You Need to Know and Watch Out for

Mergers and acquisitions can be intensive. From preparing documents to obtaining and organizing items during due diligence to closing the transaction, the paralegal's role is incredibly important. Do you know what to expect? This fast-paced but practical program will take you through the M&A process with real-world tips so you know what to look for. Enhance your value - register today!

  • Learn key do's and don'ts for the LOI, purchase agreement, confidentiality agreements and more.
  • Know what to look for when reviewing due diligence materials, minute books and company records.
  • Get a complete view of the documents that need to be ready for the closing.

Who Should Attend

This intermediate level course will provide attendees with a practical look at 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. Preliminary Documents - Confidentiality Agreements, Letter of Intent and More
  2. Purchase Agreements - Drafting Essentials
  3. Due Diligence Checklists and Tracking Methods
  4. Requests for Due Diligence Documents
  5. Business Valuation
  6. Financial Statements - What to Check for, What to Focus on
  7. Diligence Materials, Minute Books and Company Records
  8. The Closing - Final Document Preparation

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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