M&A: From The Lawyer’s Point of View


M&A: From The Lawyer's Point of View

An M&A deal involves a number of advisors:  your investment banker, a CPA firm, a wealth advisor, and, of course, a lawyer.  So what does the lawyer actually do in the transaction?  Why is it important to have one with actual M&A experience?


Learning Objectives:

  • The role of an attorney in your M&A deal
  • Why it is important to find an attorney that has M&A experience
  • Mistakes that can be made by an uninformed CEO



About the Presenter:

Learn from industry expert Paul B. Johnson, of Procopio, about the role of an attorney in M&A deals and why an attorney who is experienced in M&A is important.

Meet the Presenter


This meeting will be held at Corporate Alliance of San Diego.

Venue Address: 9540 Towne Centre Dr, Ste 150 San Diego, CA 92121


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPISanDiego.org.

About the Presenter

Paul B. Johnson

Paul B. Johnson


Meet Paul B. Johnson

Paul B. Johnson helps entrepreneurs and their investors get companies formed, funded and sold, including initial formation of corporations and LLCs, negotiation of seed, early and mid-stage equity financings and buy and sell-side mergers and acquisitions.  Paul is also adept at venture capital investments, public and private securities offering and compliance and general business counseling.  Paul has also counseled some of San Diego’s most successful companies in Securities and Exchange Commission compliance and general corporate governance.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending approval)


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.