Sale of business transactions – valuations, due diligence and negotiations

Course ID WA210208_BUS1

  • Webinar
  • 4.25
  • All
  • 4 CPD POINTS

Knowing how to advise on effectively structuring, financing and documenting the purchase and sale of a business is an area where lawyers can add real value for their clients. Attend this live webinar to learn:

  • The best approach to the sale or purchase of a commercial enterprise
  • Determine the most appropriate structure for the transaction
  • Understand the purpose and structure of buy outs and shareholder agreements
  • How to effectively manage data in order to establish due diligence

The speakers include:

  • Ursula Hogben, General Counsel & Corporate Secretarial Services, Co-Founder and Board Advisor to LegalVision
  • Steven Brown, Partner, Etienne Lawyers
  • Suelen McCallum, Partner, DVT Group
  • Michael Hung, Principal Lawyer, ClearSky Legal 

At the end of this live webinar, you will earn 4 CPD points. 

Scroll down for the full program

The time listed for this course is Australian Eastern Daylight Savings Time (AEDT). Please take note of any time differences if you are registering from QLD, WA, SA, NT or from outside Australia. 

Price

Full Price $396.00

Alumni/Member Price $356.40

Dates

Start date:

26 February 2021

End date:

26 February 2021

Time:

9.00am AEDT - 1.20pm

About This Course

Overview

9.00am: Welcome and Introduction Chair: Ursula Hogben, General Counsel & Corporate Secretarial Services, Co-Founder and Board Advisor to LegalVision

 

9.05am: How to structure and negotiate sale of business transactions Speaker: Michael Hung, Principal Lawyer, ClearSky Legal
  • Key considerations in preparing for a transaction and choosing the right structure for the deal
  • Essential due diligence principles
  • Negotiating warranties, indemnities, disclosure and other tricky clauses
  • Best practice tips and traps

 

10.05am: Stretch break

 

10.10am: Buy outs and shareholders agreements Speaker: Steven Brown, Partner, Etienne Lawyers
  • SH Agreements in review
  • Purpose and structure of a Shareholder Agreement
  • Drag and Tag clauses
  • Dutch auctions

 

11.10am: Stretch break

 

11.15am: Understanding different valuation methods and the impact on the deal Speaker: Suelen McCallum, Partner, DVT Group
  • Nature and purpose of valuations
  • Purpose and structure of a Shareholder Agreement
  • Drag and Tag clauses
  • Dutch auctions

 

12.15am: Stretch break

 

12.20pm: Due diligence – IT issues and data management Speaker: Ursula Hogben, General Counsel & Corporate Secretarial Services, Co-Founder and Board Advisor to LegalVision
  • Protecting high value assets
  • Control of corporate information
  • Managing a data room and critical data
  • Privacy and confidentiality during due diligence
  • Vendors preparing for sale
  • Key contacts and documents to prepare
  • Employee considerations – table of staff and entitlements

 

1.20pm: Final questions and close

 

Designed for

This webinar is ideal for transactional lawyers, commercial lawyers, commercial property lawyers and/or more experienced lawyers who are looking to update and refine their skills in commercial and business related law.

This webinar is produced in NSW and features practitioners based in NSW. This webinar is available to practitioners from all Australian jurisdictions.

 

Claiming CPD units

If you intend to claim CPD units for this educational activity, please note that CPD activities are not accredited by the Law Society of NSW or any other equivalent local authority, with the exception of Western Australia. If this educational activity extends your knowledge and skills in areas that are relevant to your practice needs or professional development, then you should claim one (1) "unit” for each hour of attendance, refreshment breaks not included. The annual requirement is ten (10) CPD units each year from 1 April to 31 March. Some practitioners, such as accredited specialists are required to complete more than ten (10) units each CPD year. If you are in any doubt, you should check your local rules. If you practise in Western Australia, please check local rules regarding interactive activities and note that the College of Law is recognised by the Legal Practice Board of WA as a QA provider of CPD.

 

Mandatories Covered

The program covers the mandatory requirement of Professional Skills and Substantive Law.

 

Presenter biography

Ursula Hogben Ursula Hogben General Counsel & Corporate Secretarial Services, Co-Founder and Board Advisor to LegalVision


Ursula is a corporate lawyer and director with capital raising and transaction expertise in Australia, Asia and the United States. Ursula has over 20 years’ experience as a corporate lawyer. Ursula advised Boards and management on capital raising, mergers and acquisitions, and corporate law and governance as a Senior Lawyer at Baker McKenzie and a Director at Bank of America Merrill Lynch.

Ursula co-founded LegalVision technology-driven law firm which grew to over 140 team members, assisted over 10,000 clients and raised several rounds of capital, in the first 5 years. LegalVision won awards for innovation, client service, business development, diversity, and the fastest-growing law firm in Asia-Pacific.

Ursula is now a non-executive director, provides General Counsel & Company Secretary services, and has co-founded a sustainability and renewable energy enterprise. Ursula has a Bachelor of Science, a Bachelor of Law and a Masters of Law and Management.

 

Michael Hung Michael Hung Principal Lawyer, ClearSky Legal


Michael Hung is the founder and principal of ClearSky Legal, and an accredited specialist in business law. Michael was short-listed by the Australian Law Awards as a national finalist in the “sole practitioner of the year” category between 2017-2019, and in the “regional / suburban lawyer of the year” category between 2018-2019. Outside of his practice, he is appointed as a Teaching Fellow at the UNSW Law School, and acts as a corporate law consultant to a tier one international law firm.

 

Suelen McCallum Suelen McCallum Partner, DVT Group


Suelen joined dVT Group to assist them in all facets of corporate and personal insolvency including insolvency, investigations, restructuring and turnaround projects. The administrations vary from small privately-owned businesses and companies, through to larger publicly listed corporations. Over the last 20 years, Suelen has also been successfully providing accurate and reliable business valuations and expert reports. Other services include Litigation Support / Expert Witness, Dispute Resolution & Management, Forensic Accounting, Due Diligence and Pre-lending Reviews, and Investigating Accountants Reports.

 

Steve Brown 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, and 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, and business law, as well as chairing and speaking at many legal and business conferences.

 

Filming and Photography

Please be aware that this webinar organised by the College of Law may be recorded for use on our websites, 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 and/or voice.

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