Washington State Paralegal Association

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  • Buying and Selling a Small Business: A Brief Guide for Paralegals

Buying and Selling a Small Business: A Brief Guide for Paralegals

  • 12/06/2022
  • 9:00 AM - 10:00 AM
  • Webcast

Program Description

Ensure Every Transaction Is Well-Researched, on Track, and Organized

Sale and purchase of small businesses comes with its own set of unique challenges and skills. The legal details of acquisition agreements are no less intricate or time-consuming. Luckily, an enterprising paralegal who can step up to the plate and handle the important mechanics of the transaction can save their attorneys (and ultimately, the clients) time and costly mistakes. Anticipate critical challenges and issues in deals and avoid them before they happen. Don't miss out on this concise toolkit for paralegals assisting in business acquisitions and sales - register today!

  • Maintain client confidentiality while drafting initial documents such as business reviews and letters of intent.
  • Efficiently plan and carry out all aspects of the due diligence process.
  • Create purchase agreements that cover every aspect of the deal and account for issues that may arise in the future.
  • Include all essential documents and employ checklists to ensure smooth closings.

*Join the Speaker for a Face-to-Face Q&A After this Event (Live Registrants Only)

Bring your webcam, your mic, and some good questions - We’ll be hosting an online Q&A after this event so attendees and speakers can connect and talk content.

Who Should Attend

This intermediate level course is designed to give attendees the knowledge and skills they need to effectively assist in sale and purchase of small businesses. Those who should attend include:

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

Course Content

  1. Preparing a Confidential Business Profile and Review
  2. Documents and Agreements That Precede the Main Contract
  3. Transaction Process Timeline: Keeping the Deal on Track and Organized
  4. Due Diligence: Warning Signs to Watch Out For
  5. Valuation of Small and Family-Owned Businesses and Professional Practices
  6. Tax Implications of Sale Structures
  7. Acquisition Purchase Agreements: Key Provisions
  8. Closing Procedures and Paralegal Duties

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



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