Acquisition Due Diligence – Exhuming The Bodies Before The Close

GREATER LOS ANGELES CHAPTER EVENT

Acquisition Due Diligence


In an accelerating world, both the amount of information and the types of risks involved in an acquisition have exploded. This panel discussion will introduce you to what to look for and what to be concerned about as your clients go through an acquisition.

Learning Objectives:

 

    • 1. What “new” risks are involved in making an acquisition?

 

    • 2. What are the greatest risks in an acquisition today?

 

           3. What steps can you take to mitigate these risks?

 

About the Presenters:

Learn from industry expert, Joel J. Berman, Esq, Partner of Elkins Kalt Weintraub Reuben Gartside LLP, David Casares, Principal at Vicente Capital. Shawn Jackson, Managing Director of Bruderman Brothers LLC, Margaret Shanley, Principal at CohnResnick, and Alan Weiss, Senior Vice President of Lockton Companies.

Meet the Presenters

 

Thank you to our Sponsor:

This meeting will be held at Capital Group Private Client Services.

Address: 11100 Santa Monica Blvd., 16th Floor, Los Angeles, CA 90025

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.EPILosAngeles.org.

About the Presenters


Joel J. Berman, Esq

Joel J. Berman, Esq

Partner, Elkins Kalt Weintraub Reuben Gartside LLP, Moderator

VIEW BIO

David Casares

David Casares

Principal, Vicente Capital

VIEW BIO

Shawn Jackson

Shawn Jackson

Managing Director, Bruderman Brothers LLC

VIEW BIO

Margaret Shanley

Margaret Shanley

Principal, CohnResnick

VIEW BIO

Alan Weiss

Alan Weiss

Senior Vice President, Lockton Companies

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA Credit

 

Partner, Elkins Kalt Weintraub Reuben Gartside LLP, Moderator

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).