Business & Securities Law

4.2

Preparing a Business for Sale or Financing: Attorneys' Role

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 29 minutes
Isaiah Cooper
With Isaiah D. Cooper from Cooper Law LLC
Recorded December 19, 2024
Product ID 99540

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Overview

A Quick Summary of Records Review, Market Analysis, and Deal Roadmapping

Help your business clients grow and prepare them for smooth and successful transactions! In this legal course, experienced attorney deal-makers outline the first steps of preparing a business for sale or financing. Clean up old records, prevent legal and compliance pitfalls, and map the way forward. Learn how to create the most attractive overall view of the business to attract the best buyers, lenders, or investors - register today!

  • Maximize the value of the business with simple yet effective tactics.
  • Make sure the negotiations start off on the right foot.
  • Ensure all the internal documents are in order for swift and cloudless due diligence.
  • Scour for potential legal and compliance pitfalls that can derail the process.

Abbreviated Agenda

  1. Goal Setting
  2. Tips for Preparing Business Financials for Valuation
  3. Reviewing and Organizing Internal Records and Compliance Docs
  4. Due Diligence Preparation and Initial Agreements
  5. Spotting Potential Legal Issues
  6. AI-Assisted Market and Potential Buyer Analysis
  7. Ensuring Business Continuity

Related Topics

Product ID 99540

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Preparing a Business for Sale or Financing: Attorneys' Role

    1. Goal Setting
    2. Tips for Preparing Business Financials for Valuation
    3. Reviewing and Organizing Internal Records and Compliance Docs
    4. Due Diligence Preparation and Initial Agreements
    5. Spotting Potential Legal Issues
    6. AI-Assisted Market and Potential Buyer Analysis
    7. Ensuring Business Continuity

Who Should Attend

This legal guide is designed for attorneys. Accountants, directors, and paralegals will also benefit.

Speakers

Isaiah D Cooper
Isaiah D.
Cooper
Cooper Law LLC
Speaker bio
Isaiah D Cooper

Isaiah D. Cooper

Cooper Law LLC
Isaiah Cooper

is a business attorney and the founder and principal of Cooper Law LLC in New Haven, Connecticut. Cooper Law LLC's clients include businesses and entrepreneurs looking to buy or sell a business or business assets, develop new technologies, provide consulting and other services, and produce films and/or other content. He has helped clients with the acquisition and the sale of companies or assets, raising funds either through the private placement of stock or other equities or borrowing transactions; and with drafting and negotiating agreements with or among business owners, suppliers, distributors, consultants and employees. Mr. Cooper has represented clients that produce and distribute software, medical technologies, educational technologies, films (including feature films and documentaries), TV programming, music, professional services (attorneys, architects, doctors, psychologists, etc.), as well as banks and other lenders, venture capital funds, and angel investors. He began his law career as a tax associate at a New York firm. After moving to Connecticut, Mr. Cooper worked in New Haven at Withers Bergman LLP in Hartford; McElroy, Deutsch, Mulvaney & Carpenter; and in Wilton at Gregory and Adams, P.C.; before founding Cooper Law LLC. He earned his B.F.A. degree, summa cum laude, from SUNY at Buffalo; his Master of Music degree from Youngstown State University; and his J.D. degree from New York University. Mr. Cooper is admitted to the bar in New York and Connecticut.

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