EPI Twin Cities Metro Area Chapter Event | April 10 2024

As CEPAs work with clients to enhance the value of their businesses, it is also important to prepare business owners for what to expect in the transaction legal documents drafted at the end of the sale process. Without education in advance, sellers may be surprised by terms and conditions in purchase agreements, the length and complexity of the agreements, and the supporting schedules and exhibits they will be required to produce. Being aware of these requirements, and helping clients assemble or obtain key documents in advance, can reduce client stress in the final stages of the process and improve the chances of a successful close. This presentation will provide an overview of the “four horsemen” and discuss steps CEPAs can take to help their clients be successful during purchase agreement drafting process.

Learning Objectives:

• Provide an overview of reps, warranties, disclosure schedules, and exhibits and other key purchase agreement terms 
• Identify concrete steps CEPAs can take to help their clients prepare for the purchase agreement drafting process 
• Understand issues that can derail a successful closing or present post-closing challenges