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  • Exit Planning Exchange
Exit Planning Exchange
May
20

XPX Triangle Case Study: Due Diligence and Legal Documentation

Details

Date & Time

Thu, May 20th, 2021 ⋅ 11:45am - 1:15pm (EDT)

Location

Virtual - Connection details sent upon registration.

Tickets

Non-Members
$0.00
Other XPX Chapter members
$0.00
Triangle Members
$0.00

Due Diligence and Legal Documentation: Process, Preparation, Pitfalls and What Does It All Mean:


In this XPX session, we will walk-through a high level overview of the due diligence and transactional documentation process of a typical sale/acquisition. During our time, we will learn some of the "whats" and "whys" of due diligence, including some current events (spoiler alert--SBA/EIDL/PPP Loans may be referenced), and explore some of the salient documents of a typical transaction and highlights of important provisions and how those provisions function and why they are important. Of course, we will also have a breakout room discussion exercise for hand to hand participation!

Our Presenter:

Michael Burger, Attorney - NC Planning

Michael is an attorney with over twenty (20) years of experience focusing my practice on the representation of individual and business clients and lending institutions in the areas of corporate law, mergers and acquisitions, business planning, commercial lending and contracts. He is licensed to practice in North Carolina.

In the M&A space, Michael has successfully served as counsel to clients in a variety of industries including, without limitation, professional practice owners (dentists, doctors, lawyers, etc.), construction, industrial/manufacturing, franchises and medical equipment, effectively and efficiently closing deals ranging in size from $50K-$10MM+,

There is no charge for this event but registration is required. Connection details sent upon registration.






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