Managing Risk and Liability in the Sale of a Business

SOUTHERN NEVADA CHAPTER EVENT

Managing Risk and Liability in the Sale of a Business


n the rush to get a deal done, Sellers often overlook the risks that can arise during the post-sale period. Risks can be mitigated by (i) planning for an eventual sale far in advance of a transaction; (ii) understanding the risks that arise post-sale and mitigating them; (iii) paying attention to the transaction documents; (iv) caps on liabilities; and (v) indemnity baskets. Mitigation is the name of the game in any sale of the business. Knowing your advisors and their liability limits.

LEARNING OBJECTIVES:

  • Disclose, disclose, disclose
  • Those who rush have a higher risk of overlooking material risk/disclosure items
  • Structuring and negotiating the deal to reduce exposure
  • Use careful, experienced and financially sound advisors
  • When to use Rep & Warranty Insurance

 

 

 

Thank you to our sponsoring firm:

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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.EPIVegas.org.

Robert Glaser

Robert Glaser

Vice President and Senior Director at BNY Mellon

View Bio

Robert Anderson

Continuing Education


CEPAs receive 1 CE credit

CPAs receive 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.