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Overview
Spot Red Flags and Eliminate Problems Before They Reach Critical Mass
A single pebble in a shoe can ruin an Olympic run. Similarly, a minor issue can derail a deal that's been in the works for months. Are you dotting all your i's and crossing all your t's? This focused course outlines key sources of conflict and identifies when they're likely to arise. Keep M&A deals on track with our problem-spotting guide - register today!
- Discuss differing views on how confidentiality is defined and what it covers.
- Prevent incomplete disclosures at various stages of the deal.
- Explore the role valuations and unanticipated tax consequences play in price adjustment disputes.
- Review common shareholder disputes that can stall or ruin negotiations.
This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Julie Globus.
Abbreviated Agenda
- Confidentiality
- Incomplete Disclosures
- Valuation
- Indemnities
- Breach of Warranty
- Tax Liability
- Directors and Officers Review
- Shareholders Disputes
- Price Adjustment Disputes (Transactional Context)
- Representations and Warranties
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 08-15-2026 |
| Arizona CLE |
|
3 Total | 08-15-2026 |
| California CLE |
|
3 Total | 08-15-2026 |
| Colorado CLE |
|
4 Total | 12-31-2026 |
| Connecticut CLE |
|
3 Total | 08-15-2026 |
| Delaware CLE |
|
3 Total | 08-15-2026 |
| Florida CLE |
|
3.5 Total | 02-28-2026 |
| Hawaii CLE |
|
3 Total | 08-15-2026 |
| Idaho CLE |
|
3 Total | 08-15-2029 |
| Illinois CLE |
|
3 Total | 08-14-2026 |
| Louisiana CLE |
|
3 Total | |
| Maine CLE |
|
3 Total | 08-14-2026 |
| Minnesota CLE |
|
3 Total | 08-15-2026 |
| Missouri CLE |
|
3.6 Total | 08-15-2026 |
| Northern Mariana Islands CLE |
|
3 Total | 08-15-2026 |
| Montana CLE |
|
3 Total | 08-15-2027 |
| North Dakota CLE |
|
3 Total | 08-15-2027 |
| Nebraska CLE |
|
3 Total | 08-15-2026 |
| New Hampshire CLE |
|
3 Total | 08-15-2027 |
| New Mexico CLE |
|
3 Total | 08-15-2026 |
| Nevada CLE |
|
3 Total | 08-15-2027 |
| New York CLE |
|
3.5 Total | 08-15-2027 |
| Oklahoma CLE |
|
3.5 Total | 08-15-2026 |
| Oregon CLE |
|
3 Total | |
| Pennsylvania CLE |
|
3 Total | 08-15-2026 |
| Rhode Island CLE |
|
3.5 Total | |
| Vermont CLE |
|
3 Total | 08-15-2026 |
| Washington CLE |
|
3 Total | 08-14-2029 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2025 |
| West Virginia CLE |
|
3.6 Total | 08-15-2026 |
| Wyoming CLE |
|
3 Total |
Select Jurisdiction
CLE
Agenda
-
Confidentiality
-
Incomplete Disclosures
-
Valuation
-
Indemnities
-
Breach of Warranty
-
Tax Liability
-
Directors and Officers Review
-
Shareholders Disputes
-
Price Adjustment Disputes (Transactional Context)
-
Representations and Warranties
Who Should Attend
This legal guide is designed for attorneys. Accountants and paralegals will also benefit.
Speakers
Speaker bio
Arthur M. Nathan
is a director in the law firm of Kane Russell Coleman & Logan PC, in Houston where he practices in the areas of mergers and acquisitions and business taxation. With almost 43 years of experience a significant part of his practice involves the representation of clients who are buying or selling businesses. Mr. Nathan received his B.A. degree, with high honors, and his J.D. degree, with honors, from the University of Texas. He was an adjunct professor of law at the University of Houston Law Center where he taught advanced corporate taxation and business planning. Mr. Nathan is a member of the State Bar of Texas (member, State Bar Commission on Legal Specialization for Tax Law) and the American Bar Association (member, Taxation Section Committee on Negotiated Acquisitions). He is board certified in tax law by the Texas Board of Legal Specialization.
Speaker bio
T.J. Liles-Tims
is a Managing Director in Weaver's Forensics, Litigation, and Valuation Services practice. His expertise lies in business valuations, fraud examination, and quantification of commercial damages. He has more than 20 years of experience in business valuations, fraud examination, and the quantification of commercial and personal damages. Mr. Liles-Tims regularly conducts business valuations for a variety of industries and for matters involving litigation, estate and gift tax, and ownership transfers. Experience in financial forensics includes litigation, detection and quantification of various forms of financial fraud, divorce-related matters, embezzlement, criminal tax fraud, and the quantification of commercial damages. Testimony experience includes cases in federal and state court, as well as arbitrations. Mr. Liles-Tims received a B.B.A and an M.B.A in Finance from the University of Central Oklahoma, where his field of graduate study was finance. Additionally, he has earned his designation as a Certified Valuation Analyst (CVA), Certified Fraud Examiner (CFE), and Master Analyst in Financial Forensics (MAFF). Mr. Liles-Tims is an Instructor, Contributor, and Author for the National Association of Certified Valuators and Analysts (NACVA) in the areas of business valuation, litigation consulting, and financial forensics and was awarded NACVA's "2020 Circle of Light Award," "2018/2019 Instructor of the Year," and former Chair of NACVA's "Business Valuation Credentialing Board," and currently serves as an Advisor for the NACVA "Leadership Initiatives Board." He has taught numerous continuing education classes in the areas of business valuations and financial forensics. Mr. Liles-Tims is an Adjunct Professor at Oklahoma City University in the field of "Forensic Economics".
Speaker bio
John M. Jennings
is a partner with Nelson Mullins Riley & Scarborough, LLP, where he practices in the areas of mergers and acquisitions, securities offerings, public company reporting, executive compensation, and corporate governance. He is admitted to practice in South Carolina, North Carolina, and Illinois. Mr. Jennings is a member of the Illinois State Bar Association, and Corporate and the South Carolina Bar (member and past chair, Banking & Securities Law Section). He earned his B.A. degree from the University of Virginia; his M.B.A. degree, with distinction, from Northwestern University Kellogg School of Management; and his J.D. degree, magna cum laude, from Northwestern University School of Law.
Speaker bio
Peter S. Nealis
is a partner in the Cleveland office of Taft Stettinius & Hollister LLP, who also practices in Sarasota/Bradenton, Florida. He has substantial experience representing both public and private companies, and investors in a variety of securities, regulatory and corporate governance matters. Mr. Nealis is a member of The Florida Bar and the Sarasota Bar Association. He earned his B.A. degree from Colby College and his J.D. degree from The Ohio State University.
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