Business & Securities Law

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AI in M&A: Due Diligence, Contract Review & Deal Management

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Live Online
6 hours
Chelsea Vaughna Hale
David Gabor
Victoria Cvitanovic
Porter Morgan
Myra Hamilton
With Chelsea Vaughna Hale Esq. from Courington Kiefer & Ankerson, L.L.C. + 4 others

Tue, Nov 17, 00:00 AM – 00:00 PM

Product ID 102673

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Course Includes
$449

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Put AI to Work at Every Step of the Deal Without Losing Control of It

Helping a client buy or sell a small business is still a document-driven, deadline-driven process: letter of intent, due diligence, purchase agreement, disclosure schedules, closing. But the way that work gets done is changing fast. AI can now help organize the seller's documents, review a stack of contracts in minutes, and flag missing or unusual terms, while the lawyer keeps the judgment, the privilege calls, and the signature. Used well, it cuts first-pass review time and lets a solo or small firm punch above its weight. Used carelessly, it risks client confidentiality, privilege, and a confidently wrong answer that never gets caught. This practical, document - and checklist-driven program walks the full purchase-and-sale of a closely held business from both the buyer's and seller's side and shows exactly where AI changes the work at each step (with the sample documents, checklists, and prompts you can use on your next deal). Learn to work smarter - register today!

  • Walk through the full purchase-and-sale of a closely held business, buy side and sell side, with sample documents and checklists for each step.
  • Know exactly where AI now changes the work - organizing documents, diligence, contract review, drafting - and where it doesn't.
  • Use AI to cut first-pass contract review and diligence time while keeping judgment and final decisions with the attorney.
  • Protect client confidentiality and privilege when deal documents meet AI tools, consistent with ABA Formal Opinion 512.
  • Draft and negotiate the purchase agreement (reps, warranties, indemnification, and earnouts) for a small-business deal.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. The Deal Roadmap, the LOI, and Organizing the Documents
  2. Due Diligence and the AI-Assisted First Pass
  3. The Purchase Agreement: Reps, Warranties, and Risk Allocation
  4. Price, Indemnification, Earnouts, and Closing
  5. Ethics: Competence, Confidentiality, and Supervising AI
  6. Putting It Together: A Deal Walkthrough with the Document Set

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102673

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. The Deal Roadmap, the LOI, and Organizing the Documents

    1. Anatomy of a Small-Business Purchase-and-Sale: Buy Side and Sell Side
    2. Asset vs. Stock vs. Merger: Structuring Choices and Their Consequences
    3. Letters of Intent and Term Sheets: What Binds and What Doesn't; NDAs and Confidentiality
    4. Gathering, Organizing, and Sharing the Seller's Documents - and Using AI to Sort and Summarize Them
    5. Where AI Fits in the Deal Workflow, the Tasks That Stay With the Lawyer, and the Economics of AI-Assisted Work

  2. Due Diligence and the AI-Assisted First Pass

    1. Building and Working a Due Diligence Checklist for a Small-Business Deal
    2. Using AI to Review a Stack of Contracts: Pulling Key Terms and Flagging Missing or Unusual Language
    3. AI-Specific Diligence: Does the Target Use AI, and What Does That Mean for the Buyer
    4. The Verification Discipline: AI Flags, the Lawyer Concludes - Confirming Against the Actual Document
    5. Accuracy Limits and Avoiding the Confidently Wrong Answer

  3. The Purchase Agreement: Reps, Warranties, and Risk Allocation

    1. Anatomy of the Purchase Agreement and the Role of Disclosure Schedules
    2. Representations and Warranties, Including AI and Cybersecurity Reps in Today's Deals
    3. Covenants, Conditions, and Key Qualifiers
    4. Using AI to Draft, Compare, and Pressure-Test Agreement Language - Inside Your Word Processor
    5. Common Drafting Traps in Small-Business Agreements

  4. Price, Indemnification, Earnouts, and Closing

    1. Purchase Price Mechanics and Working-Capital Adjustments
    2. Indemnification Structure: Caps, Baskets, Survival, and Escrows (and a Brief Word on Rep-and-Warranty Insurance)
    3. Earnouts: Bridging a Gap on Price and the Disputes That Follow
    4. Allocating AI and Cybersecurity Risk Between Buyer and Seller
    5. Closing Checklists and Deliverables and Using AI to Track Conditions and Assemble the Closing Set; What Survives Closing

  5. Ethics: Competence, Confidentiality, and Supervising AI

    1. ABA Formal Opinion 512 and the Duties of Competence, Confidentiality, and Supervision
    2. What “Your Data Leaves Your Environment” Means, and the Questions to Ask Before Uploading Deal Documents
    3. Confidentiality, Privilege, and Client Documents When AI Tools are Involved
    4. Billing, Candor, and Disclosing AI Use to Clients
    5. Verifying AI Output and Documenting Your Supervision, Avoiding the Fake-Citation Trap

  6. Putting It Together: A Deal Walkthrough with the Document Set

    1. Working a Single Transaction End to End With the Sample Documents and Checklists
    2. Decision Points From Both the Buyer's and Seller's Side
    3. Where AI Saved Time and Where It Would Have Caused a Problem
    4. Takeaway Forms, Checklists, and Prompts for Your Next Deal

Who Should Attend

This program is designed for attorneys. Paralegals and legal assistants who support business, corporate, or transactional practices will benefit substantially. The content is tailored to solo and small-firm attorneys who handle the purchase and sale of small and closely held businesses and who want to handle these deals more efficiently with AI while protecting their clients.

Speakers

Chelsea Vaughna Hale Esq.
Chelsea
Vaughna Hale, Esq.
Courington Kiefer & Ankerson, L.L.C.
David Gabor
David
Gabor
The Wagner Law Group
Victoria J Cvitanovic
Victoria J.
Cvitanovic
Rudick Law Group, PLLC
Porter H Morgan IV
Porter H.
Morgan, IV
Morgan Financial Group
Myra Hamilton
Myra
Hamilton
Hamilton Entertainment & Employment Law, LLC
Speaker bio
Chelsea Vaughna Hale Esq.

Chelsea Vaughna Hale, Esq.

Courington Kiefer & Ankerson, L.L.C.
Chelsea Vaughna Hale

is an Associate with Courington Kiefer & Ankerson, L.L.C. She applies extensive courtroom and judicial experience to the defense of complex civil litigation throughout Louisiana. Prior to joining private practice, Ms. Hale served as Judicial Law Clerk to the Honorable Jennifer M. Medley in Orleans Parish Civil District Court, where she gained firsthand insight into the management, adjudication, and resolution of some of Louisiana's most challenging civil disputes. Her practice focuses on commercial litigation, product liability, insurance defense, toxic tort claims, personal injury defense, and other complex civil matters. Ms. Hale is recognized for her attention to detail, strong analytical skills, and practical approach to dispute resolution. She is licensed to practice law in Louisiana, is a certified Louisiana Family and Civil Mediator, and serves as a Louisiana Notary Public.

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Speaker bio
David Gabor

David Gabor

The Wagner Law Group
David Gabor

is a partner with The Wagner Law Group where he focuses his practice in human resources consulting; which includes drafting policies, negotiation of contracts, training employees, representing employers during audits, and overseeing ADA compliance for websites. Mr. Gabor handles litigation in federal and state courts and at arbitrations in issues arising out of the employer-employee relationship. He also maintains an appellate practice. Mr. Gabor is a member of multiple professional organizations, including the New York State and Massachusetts bar associations, Northeast Human Resources Association, Society for Human Resource Management, and Labor and Employment Law Committee. He earned his B.A. degree from the University of Michigan and his J.D. degree from Touro College Jacob D. Fuchsberg Law Centre.

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Speaker bio
Victoria J Cvitanovic

Victoria J. Cvitanovic

Rudick Law Group, PLLC
Victoria Cvitanovic

is an attorney with Rudick Law Group, PLLC. She represents established businesses, insurance carriers, professional practitioners, and individuals in all aspects of civil litigation. Ms. Cvitanovic's practice focuses on general liability and personal injury defense, medical malpractice defense, and appellate litigation. She earned her B.A. degree from Mississippi State University and her J.D. degree from Paul M. Hebert Law Center, Louisiana State University. Ms. Cvitanovic is a member of the Louisiana State Bar Association and the LA Center for Law and Civic Education.

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Speaker bio
Porter H Morgan IV

Porter H. Morgan, IV

Morgan Financial Group
Porter Morgan

is a national recognized speaker and is a leading voice and thought leader on AI technology and its implementation into the work force. He is the author of the science fiction novel on the future of AI technology and what it means for our world called “The Memory Project.” Mr. Morgan has over 20 years of experience as general counsel, and is a partner with Martin Golden Lyons Watts Morgan, PLLC, where he specializes in strategic initiatives, compliance, and cybersecurity for financial service and healthcare companies. He helps clients and providers implement artificial intelligence technology to streamline efficiencies and increase compliance performance. Mr. Morgan speaks nationally and internationally on AI technology as well as various compliance topics for industry associations, regulators, and educational organizations. He is licensed in Colorado, Kansas, Oklahoma, and Wyoming and is a member of the Supreme Court Bar. 

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Speaker bio
Myra Hamilton

Myra Hamilton

Hamilton Entertainment & Employment Law, LLC
Myra Hamilton

is the founder of AIBIZLAWYER LLC, where she serves as the Lead Certified AI Consultant, Strategist, and Global Speaker. Ms. Hamilton is a member of the International Association of Artificial Intelligence Consultants, AI Experts Club, Innovation Women, and Women in Tech Network. Attorney Hamilton's knowledge of Machine Learning empowers many through speaking, teaching, and training individuals, groups, teams, and associations to get things done quicker and more accurately. Utilizing AI, Attorney Hamilton is a GPT/Chatbot builder and AI Art creator and teaches others how to create books and digital products, summarize documents, create AI presentations, and so much more. She also serves as general counsel for Hamilton Entertainment & Employment Law, LLC. Ms. Hamilton is the 2024 President of Top 10 Women's Rights for the National Trial Lawyers Association (past 2022-2023 president). As general counsel, she handles federal and state workplace matters, including those regulated by the U.S. Department of Labor, United States EEOC, and Tennessee Human Rights Commission. Ms. Hamilton handles appeals before the Tennessee Department of Labor and the Office of Federal Appeals with the EEOC in Washington, D.C. She has served on the City of Memphis Collective Bargaining Team during union negotiations and counseled managers with grievance issues. Ms. Hamilton has provided training on sexual harassment, FMLA, labor laws, and policies and has conducted new hire orientation for the city of Memphis. She has been recognized as an award-winning attorney as she has been selected as Super Lawyer (2023, 2022), Best in Bar (2020), Power Play Employment and Labor Attorney (2011-2023), Best Attorney in Best in Black Awards (2020, 2018) and Pro Bono Attorney For Justice Award, Woman to Watch and Women of Excellence. Ms. Hamilton is also a 2024 graduate from the Nasdaq Entrepreneurial Center sponsored by Wells Fargo. 

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