Structuring Acquisitions of Family-Owned Businesses: Valuation, Due Diligence, Deal Structure, Operational Transition
A live 90-minute premium CLE video webinar with interactive Q&A
This CLE course will examine key legal considerations involved in structuring acquisitions of family-owned businesses. The panel will discuss strategies for addressing valuation, conducting due diligence, and evaluating whether to structure the deal as a stock purchase, asset purchase, or purchase of LLC units. The panel will also address transitioning business operations to the new owner and other vital issues.
- Key legal, business, and tax considerations with the acquisition of a family-owned business
- Due diligence best practices
- Structuring the deal
- Valuation challenges and solutions
The panel will review these and other key issues:
- What legal and business issues arise with the acquisition of family-owned businesses?
- What are the key components of a comprehensive due diligence plan for both buyers and sellers?
- What are the benefits, risks, and tax aspects of structuring the sale as a stock sale versus asset sale versus merger?
- What valuation challenges do acquisitions of family-owned businesses present and how can they be overcome?
- When and how should family members decide to "reinvest" in the family business with "rollover equity" when selling to a financial buyer and what are the tax impacts of doing so?
- How to prepare in advance of a transaction to address the family's estate planning needs
- What management and transition-related issues could arise when selling a family business?
Kenneth W. Clingen
Clingen Callow & McLean
Mr. Clingen chairs the firm’s business counseling department. He is general counsel to a number of privately... | Read More
Mr. Clingen chairs the firm’s business counseling department. He is general counsel to a number of privately owned businesses across a variety of industries and also represents high net worth individuals and family offices. He counsels clients in starting new business ventures, operating their ongoing business enterprises and preparing business succession plans for business owners.Close
Michael A. Ellis
Buckingham Doolittle & Burroughs
Mr. Ellis focuses his practice on mergers and acquisitions; corporate governance; public and private securities... | Read More
Mr. Ellis focuses his practice on mergers and acquisitions; corporate governance; public and private securities offerings; executive compensation and shareholder communication matters, and defensive tactics in tender offersClose
Ms. Krivosha, business attorney and mediator, enjoys nothing more than helping shareholders, family business owners,... | Read More
Ms. Krivosha, business attorney and mediator, enjoys nothing more than helping shareholders, family business owners, and companies buy or sell businesses or solve their legal problems—the more complicated, the better. She loves helping clients and parties to a mediation resolve conflict. After years of experience with a wide array of commercial transactions and businesses, Ms. Krivosha is now focusing her practice on M&A, restructurings and shareholder business divorces, and mediation of commercial disputes.Close
Early Discount (through 06/16/23)
Cannot Attend July 12?
Early Discount (through 06/16/23)
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.