Business & Securities Law

4.5

Advising Small Businesses Part 1: Formation, Growth, Sale/Purchase

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 57 minutes
Joseph Mandarino
Mark Cherry
Kevin Haley
With Joseph C. Mandarino from Polsinelli + 2 others
Recorded June 13, 2024.
Product ID 98740

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Overview

Provide Solid Legal Basis for Critical Business Formation, Financing, and Growth Decisions

Attorneys are in the unique position to provide legal perspective on the critical decisions a business makes. Are you properly equipped to help shape the future of a business? This legal guide focuses on assessing the overall health and future of a business. Get the legal tools to help clients grow - register today!

  • Learn how to conduct a thorough legal analysis of a business client's strengths, risks, and weaknesses.
  • Weigh critical formation factors and entity options.
  • Advise on financing options and growth opportunities.
  • Discovery how to prepare a business for sale, purchase, or merger.

Abbreviated Agenda

  1. Formation Factors and Business Structure Options
  2. Growth, Succession, Exit Planning Assistance
  3. Gauging the Overall Health of a Company: Reading Financial Statements and More
  4. Legal Aspects of Buy/Sell/Financing Decisions

Related Topics

Product ID 98740

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Formation Factors and Business Structure Options

  2. Growth, Succession, Exit Planning Assistance

  3. Gauging the Overall Health of a Company: Reading Financial Statements and More

  4. Legal Aspects of Buy/Sell/Financing Decisions

Who Should Attend

This legal guide is designed for attorneys. It will also benefit accountants, entrepreneurs, directors, managers, and paralegals.

Speakers

Joseph C Mandarino
Joseph C.
Mandarino
Polsinelli
Mark S Cherry
Mark S.
Cherry
Mark S. Cherry Attorney at Law, PC
Kevin R Haley
Kevin R.
Haley
Brann & Isaacson
Speaker bio
Joseph C Mandarino

Joseph C. Mandarino

Polsinelli
Joseph Mandarino

is an attorney with the law firm of Smith, Gambrell & Russell, LLP. His practice focuses primarily on tax and financial planning. Mr. Mandarino writes and speaks extensively on a wide range of business, tax and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 200 presentations and seminars. Mr. Mandarino's articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, Journal of Real Estate Taxation, Journal of S Corporation Taxation, Journal of Multistate Taxation, Tax & Finance Newsletter and NYU Institute on Federal Taxation. In addition, he has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, White House Conference on Small Businesses, U.S. Small Business Administration, Georgia Electronic Commerce Association, Federation of Exchange Accommodators, International Reinsurance Conference, Service Corps of Retired Executives and the United Way, as well as several panel-type TV discussion programs. Mr. Mandarino earned his B.A. degree from the University of Toronto; his J.D. degree, cum laude, from Loyola University School of Law; and his LL.M. degree from New York University School of Law.

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Speaker bio
Mark S Cherry

Mark S. Cherry

Mark S. Cherry Attorney at Law, PC
Mark Cherry

is a self-employed attorney and certified public accountant in a general practice law firm in Cherry Hill, New Jersey. His firm has extensive experience in foreclosure prevention, real estate, tax law, and bankruptcy law. Mr. Cherry is admitted to practice in New Jersey, Pennsylvania, federal district courts, bankruptcy court, Federal Court of Appeals, and U.S. Tax Court. He is also qualified as a certified valuation analyst (CVA) in business valuation and a master analyst in financial forensics (MAFF). Mr. Cherry is a member of the American Institute of Certified Public Accountants (AICPA) and American Association of Attorney - Certified Public Accountants (AAA-CPA). He earned his J.D. degree from the Delaware Law School of Widener University and his B.B.A. degree from Temple University (Moot Court Honor Society).

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Speaker bio
Kevin R Haley

Kevin R. Haley

Brann & Isaacson
Kevin Haley

is a partner with Brann & Isaacson, whose practice includes trademark and copyright matters, privacy and data security counseling, commercial transactions, and trade regulation. He is a member of the Maine State (member, Intellectual Property Section) and American bar associations. Mr. Haley is an adjunct faculty member of the University of Maine School of Law. He earned his B.A. degree, magna cum laude, from Bowdoin College and his J.D. degree, magna cum laude, from the University of Maine School of Law.

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