Right-Sizing M&A Documentation for Smaller Deals: Distinguishing Relevant From Unnecessary Terms, Reducing Costs
Comparing ABA Long and Short Form Acquisition Agreements
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE course will look at how to take a standard "long-form" stock purchase agreement or asset purchase agreement and curate it to more appropriately fit smaller ($10 million or less) deals. The panel will also include practical tips and tricks for efficiently documenting and closing smaller deals.
- Overview of asset purchase, stock purchase, and merger/consolidation structures
- Long-form vs. short-form agreements and related documentation
- Standard provisions found in all merger agreements
- Right-sizing the agreement: deciding what terms are critical and what terms are not
- Streamlining the closing process for smaller deals
The panel will review these and other key issues:
- How can drafting counsel address the parties' interests (what they want to get out of the deal) and their tolerance for risk without over-lawyering the agreement?
- What is the best way to utilize the ABA model short-form and long-form M&A agreements?
- What are the other ways counsel can make the closing process more manageable and more cost efficient?
Ira L. Blank
The Enterprise Law Group
In over 30 years, Mr. Blank has served as labor and employment law counsel/litigation counsel to businesses and has... | Read More
In over 30 years, Mr. Blank has served as labor and employment law counsel/litigation counsel to businesses and has held executive level management positions. He worked inside of businesses for 15+ years and acquired substantial decision-making experience and developed and executed business strategy.Close
Sara K. Stock
Founder & Manager
Ms. Stock’s dynamic practice at Stock Legal focuses on general corporate work for businesses and commercial real... | Read More
Ms. Stock’s dynamic practice at Stock Legal focuses on general corporate work for businesses and commercial real estate transactions. She advises her clients in all aspects of the business lifecycle, including entity formation, financing, general business matters, scaling via capital raise, contractual arrangements, corporate governance, and mergers and acquisitions. She also assists clients in acquiring, divesting, leasing, financing, and developing commercial real estate. Her joint MBA and Juris Doctorate degrees uniquely position her to provide the highest quality legal advice seasoned with an exceptional foundation for understanding her clients’ business objectives. She has contributed to the building and growth of other businesses and acted as a fractional COO. She is also the co-founder of Legal Back Office, which assists small-to-medium-sized law firms, like Stock Legal, in leveraging the benefits of a professional back office to achieve growth and success more efficiently. She is active in the American Bar Association’s Business Law Section, where she serves as the vice-chair for the Middle-Market and Small Business Committee.Close
Mr. Wallach's focus is on helping business owners achieve their goals. Prior to joining Stock Legal, he... | Read More
Mr. Wallach's focus is on helping business owners achieve their goals. Prior to joining Stock Legal, he served as Chief Compliance Officer and General Counsel for a national financial institution with its headquarters in St. Louis. As the organization's legal counsel, he assisted the company's leadership with a wide-range of corporate legal matters, including drafting, reviewing and negotiating commercial contracts, litigation strategy, management of outside counsel, and regulatory compliance. He also regularly represented the company in connection with state and federal compliance examinations.Close