The Legal Side of Deal Flow – Where are We Now?


The Legal Side of Deal Flow - Where are
We Now?

Our current environment has affected almost every small business owner in some way – some have found ways to pivot and/or capitalize on new opportunities and others have been damaged beyond repair.  So, how has this affected the M&A market?  Join Rose as she draws from her years of experience to share how you can help your business owner clients assess their specific situation and prepare for the uncertain road ahead including deal flow structuring when it includes a PPP loan (on either side), potential risks and downsides, taking advantage of opportunities, increased scrutiny during due diligence, and timeline delays.


Learning Objectives:

  • Deal flow considerations, opportunities, and risks during, and after COVID
  • SBA rulings regarding how to handle PPP loans in an M&A transaction (from both buy and sell side)
  • The due diligence process and how it has changed


About the Presenter:

Learn from industry expert Rose Sorensen, Partner at Snell & Wilmer, Corporate and Securities Group.

Meet the Presenter


This event is free to attend!

Thank you to our Sponsors:



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

About the Presenter

Rose Sorensen

Rose Sorensen

Partner at Snell & Wilmer, Corporate and Securities Group

Meet Rose Sorensen.

Rose B. Sorensen is a partner at Snell & Wilmer in the firm’s Corporate and Securities group.  Her practice includes mergers and acquisitions, divestitures, reorganizations, commercial finance, private placements, venture capital, corporate governance, telecommunications services, joint ventures, licensing and entity structure and formation.

Rose has experience handling a range of large-scale mergers and acquisitions, project and corporate financings and restructurings in a variety of industries including the technology, healthcare, food and beverage, manufacturing, retail consumer brand, business services, construction and building materials and aerospace and defense industries. She has represented a variety of domestic and international clients including private developers and equity investors, borrowers, construction contractors, equipment suppliers and a variety of other for-profit and non-profit entities. She has extensive experience counseling, foreign-based businesses on the legal issues involved with entering the United States and cultural familiarity to facilitate cross-border interactions.

Rose started her practice at Fulbright & Jaworski and prior to joining Snell spent the last several years with Norton Rose Fulbright US LLP. In between, she served as General Counsel of a private cable operator and internet service provider with operations throughout California, Arizona, and Texas. As General Counsel she handled a variety of telecommunications transactions, including video, Internet, telephone, rooftop antenna, and wireless services transactions (including right of entry agreements) for multifamily projects, mixed-use and master planned communities, and commercial properties. Rose has in-depth knowledge of the inner workings of this industry and a familiarity with market offerings both from the developer/property owner and cable operator perspective.  Rose’s background as a general counsel gives her a unique and balanced pragmatic approach in advising businesses on the complexities and functional considerations of their operations.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA 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 the Exit Planning Institute (EPI).