LOIs, MOUs and other Documents Critical to Business Acquisitions

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TypeTitleStartEndCLEPrice
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTTue., Jul. 24, 2018
9:00 AM
ENDTue., Jul. 24, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTMon., Jul. 23, 2018
9:00 AM
ENDMon., Jul. 23, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Altoona
Appalachia Intermediate Unit 8 - Altoona Executive Office
4500 6th Ave., Altoona PA, 16602
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Lancaster
Lancaster County Bar Association
28 East Orange Street, Lancaster PA, 17602
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
New Castle
Lawrence County Bar Association
430 Court Street, 3rd Floor, New Castle PA, 16101
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Norristown
Montgomery Bar Association
100 West Airy Street, P.O. Box 268, Norristown PA, 19404
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Wilkes-Barre
Kings College
Lane's Lane (off N. Main St.), Sheehy-Farmer Campus Ctr., Wilkes-Barre PA, 18711
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
York
York College of Pennsylvania
Grantley Hall, York PA, 17403
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTFri., Jul. 27, 2018
9:00 AM
ENDFri., Jul. 27, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

Have you ever gone into a conversation with someone and walked away with a completely different takeaway than they had? Sure you have, as have many associates proposing the purchase or sale of a business.

Providing a vital bridge between mere discussions and a binding contract, preliminary agreements including the term sheet, letter of intent and memorandum of understanding take vague verbal understandings and spell out the specific details of the agreement. They also move the transaction forward by specifying intent from both parties.

Without care and counseling, however, these agreements can become potentially dangerous traps for the unwary.

Offering a lively blend of overview and how-to, this program is taught by experienced mergers and acquisitions attorneys who will share with you their winning strategies for using these critical preliminary agreements to map out and protect your business interests.

  • Overview and Types of Letters of Intent: Risks, Benefits & the Appropriateness of Each
    • Binding Letters of Intent
    • Non-Binding Letters of Intent
    • Hybrid Letters of Intent
  • Typical Binding and Non-Binding Provisions in Hybrid Letters of Intent
  • Representation and Warranty Insurance and Interplay with Letters of Intent Provisions
  • Use of Alternative Preliminary Documents Including
    • Memorandums of Understanding
    • Term Sheets
    • Separate Confidentiality Agreements

Faculty

NameFirm/Company
Geneva Campbell Brown Esq. CIGNA
Kimberly Ward Burns Esq. Clark Hill PLC (Pittsburgh)
Matthew Arlen Cole Esq. Jacobs Law Group, P.C.
Joshua Farber Esq. Clark Hill PLC (Detroit)
Timothy A. Hoy Esq. Mette, Evans & Woodside
Michael L. Hund Esq. McNees Wallace & Nurick LLC (Hbg)
Nicole Stezar Kaylor Esq. McNees Wallace & Nurick LLC (Hbg)
Gary Allan Miller Esq. Eckert Seamans Cherin & Mellot, LLC (Phila)
Stephanie Winer-Schreiber Esq. Buchanan Ingersoll & Rooney PC (Pitts)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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