How to Advise on Buying and Selling a Business

Course ID CN190312_BUS1

  • Face to Face
  • 4
  • Intermediate
  • 3.5 CPD POINTS

Knowing how to effectively structure, finance and document the purchase and sale of a business is an area where a lawyer can add real value for their clients.

Attend this workshop to learn:

  • the best approach the sale of a commercial enterprise,
  • determine the most appropriate structure for the transaction,
  • understand the purpose and structure of buy outs and shareholder agreements,
  • the various IP risks that may arise during a commercial transaction
  • How to effectively manage data in order to establish due diligence.

 

Our speakers include:

John Snelgrove, Principal, Rockliff Snelgrove Lawyers (Chair)

Shah Rusiti, Partner, Teece Hodgson &Ward, Accredited Specialist Business Law

Steve Brown, Partner, Etienne Lawyers

Ursula Hogben, Practice Leader, LegalVision 

Stephen Krouzecky, Principal, Krouzer IP

 

Scroll down for the full program

Price

Full Price $420.00

Alumni/Member Price $378.00

Dates

Start date:

05 March 2019

End date:

05 March 2019

Time:

1.30pm - 5.30pm

Location:

The College of Law
Level 16, St James Centre
111 Elizabeth Street
Sydney NSW 2000

About This Course

Overview

1.30pm: Introduction and Overview

Chair: John Snelgrove, Principal, Rockliff Snelgrove Lawyers

 

1.35pm: Structuring Business Sales and Acquisitions

Speaker: Shah Rusiti, Partner, Teece Hodgson &Ward, Accredited Specialist Business Law

  • Understanding the Deal
  • Share or Asset Sale – Vendor and Purchaser Perspectives
  • Joint ventures and partnerships
  • Preliminary Due diligence – Preparing the Vendor for Sale

 

2.30pm: Buy Outs and Shareholders Agreements  

Speaker: Steve Brown, Partner, Etienne Lawyers

  • SH Agreements in review
  • Purpose and structure of a Shareholder Agreement
  • Valuation methodologies
  • Drag and Tag clauses
  • Dutch auctions

 

3.25pm: Afternoon Tea and Networking

 

3.40pm: Due Diligence – IT Issues and Data Management   

Speaker: Ursula Hogben, Practice Leader, LegalVision 

  • Protecting high value assets
  • Control of Corporate Information
  • Managing a Data room and critical Data
  • Privacy and confidentiality during due diligence
  • What a buyer is looking for from Due Diligence
  • Vendors preparing for sale
  • Key contacts and documents to prepare
  • Employee considerations – table of staff and entitlements

 

4.35pm: Intellectual Property Issues

Speaker: Stephen Krouzecky, Principal, Krouzer IP

  • Due diligence and IP
  • Licensing and transfers of IP
  • IP which can be registered
  • Assignments and jurisdictions

 

5.30pm: Q&A and Close

 

 

Designed for

This seminar is ideal for transactional lawyers, commercial lawyers and/or more experienced lawyers who have previously practiced in another area but are looking to develop experience in commercial law. This course complies with the mandatory requirement of Practice Management and Business Skills, Professional Skills and Substantive Law.

 

 

Presenter biography

John Snelgrove

Principal, Rockliff Snelgrove Lawyers

John has over 35 years’ experience advising a diverse client base. He is a member of the Law Society of New South Wales, The Commercial Law Association of Australia, the Property Council of Australia, The British Chamber of Commerce and the Italian Chamber of Commerce & Industry.

John has significant experience across a wide and varied range of matters including commercial and corporate; property; wills, trusts and estate planning; dispute resolution and litigation.

John has advised clients in operational restructuring, international inbound and outbound licensing arrangements, financing, disputes, acquisitions, foreign jurisdiction set-ups and managing intellectual property issues.

 

Shah Rusiti

Partner, Teece Hodgson &Ward, Accredited Specialist Business Law

Shah has 30 years of experience in business law and commercial law, information technology and commercial property. He is widely recognised for his expertise in business structuring, including shareholders’ agreements and business acquisitions and sales. He advises clients in a range of industries including manufacturing, distribution, professional services, IT and education industries. His clients range from IT companies and software developers through to national and international manufacturers, education providers, accountants, medical practitioners, engineers and other professionals.

 

Steve Brown

Partner, Etienne Lawyers

Steve Brown has over 30 years’ experience in the Law. He practices in the areas of:

  • Intellectual Property
  • Misleading and Deceptive Conduct
  • Trademark Valuation

 

Steve advises public and private sector clients on all aspects of business law. He has authored articles in the areas of:

  • Intellectual Property
  • Banking and Finance
  • Contract Law
  • Business Law

 

As well as chairing and speaking at many legal and business conferences.

 

Ursula Hogben

Practice Leader, LegalVision

Ursula is a Practice Leader in LegalVision’s General Commercial team. She has over 15 years’ experience in corporate law and investment banking, including in Asia, the United States and Australia. Ursula has qualifications in New York, Hong Kong and Australia.

Ursula was a director at Bank of America Merrill Lynch and a senior lawyer at Baker & McKenzie advising on private and public company capital raising, mergers and acquisitions, and commercial transactions, working closely with management to identify and manage risk and structure transactions effectively.

Ursula uses her experience to assist start-ups to launch and scale, including advising on structuring, capital raising, shareholders agreements and co-founder and investor negotiations. Ursula also assists online businesses and SMEs with commercial arrangements for launch and growth. She enjoys establishing solid legal foundations for new businesses and is equally adept at managing complex transactions and assisting larger businesses.

Ursula is active in startup and SME communities, including as a member of industry panels, as a presenter, and writing for national business and startup publications.

Ursula is a passionate promoter of women and young entrepreneurs and enjoys lifesaving, yoga and spending time with her family.

 

Stephen Krouzecky

Principal, Krouzer IP

Stephen Krouzecky is an experienced Australian patent and trademarks attorney, and founding principal of the Sydney based firm Krouzer IP. He is also managing director of KPI Synergies Pty Ltd, a consulting business specialising in IP strategy and commercialisation.

Stephen specialises in electronic, computer and system related inventions, involving both hardware and software, and also mechanical, medical, mining and business-related inventions. He also is a specialist in trademarks and designs practice. With his extensive IP and commercial experience with clients, Stephen has found a niche in dispute resolution, litigation support, technology transfer negotiations and licensing, and IP strategy generally.

 

 

Filming and photography

Please be aware that video/audio recording may occur at professional development events organised by the College of Law for use on our website, marketing materials and publications. By attending and participating in a College of Law Continuing Professional Development course, you consent to the College of Law photographing or recording and using your image and likeness.

 

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