Buying and Selling a Business: Transactional Excellence
Issues covered include: negotiated mergers and acquisitions, M&A, IP, intellectual property, data, privacy, consumer data right, tax, CGT, valuations
Description
If you’re involved in business sales and purchases this event will provide a useful update on all of the key legal issues you regularly face. From the negotiation process to astute due diligence incorporating new legislation for data. You will also gain insights on tax and valuation impact on a business sale transaction that you need to know to avoid disasters.
Attend and earn 4 CPD units including:
3 units in Substantive Law
1 unit in Professional Skills
This seminar was recorded in VIC on 5 March 2019
Chair: Paris Petranis, Partner, K&L Gates
9.00am to 10.00am: Legal Principles and Process of Negotiated Mergers & Acquisitions
- Examine the legal context for key aspects of a typical negotiated M&A and vendor and purchaser transactions
- General overview of key legal principles relevant to M&A and vendor and purchaser transactions
- Detailed case study that provides practical examples of how those legal principles are applied in practice
- Consideration of issues that frequently appear during financial and legal negotiations
- Identification of key deal protection mechanisms for vendors and purchasers
Presented by Michael Kenny, Partner, Gadens
10.00am to 11.00am: Intellectual Property, Technology and Privacy: Disasters Waiting to Happen and How to Avoid Trouble
- Preparing for the divestment and identifying what IP and technology will be impacted
- Setting up the right transitional arrangements
- Managing the IP and technology issues that impact the deal or the ongoing running of the business
- Data, privacy and the new Consumer Data Right legislation and how it will impact business sale/purchase
Presented by Kate Marshall, Partner, KPMG; Best Lawyers 2019, Information Technology Law, Intellectual Property Law, Privacy and Data Security Law, Telecommunications Law
11.00am to 11.15am Morning Tea
11.15am to 12.15pm: Tax Issues with Selling a Business: Things to Consider
- Qualifying for the small business CGT concessions: problems in practice
- Applying the earnout rules
- Using losses
- Other CGT considerations
Presented by Dr Keith Kendall CTA, Partner, Rigby Cooke Lawyers
Professional Skills
12.15pm to 1.15pm: Valuation Approaches and Methods
- When valuations are required
- The difference between price and value
- Valuation approaches and methods
- Discounts and premiums
Presented by Fiona Hansen, Senior Managing Director - Valuation Advisory, FTI Consulting; CA Business Valuation Specialist