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Negotiating Transition Services Agreements in Carve-Out M&A Deals

JD Supra: Mergers

In mergers and acquisitions (M&A), few transactions are as complex as carve-outs. By: Mayer Brown

M&A 167
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Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen

How2Exit

b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. He actively invests in and funds student deals through his private equity fund.

M&A 130
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Creating an M&A Playbook with ChatGPT as Your Consultant

Midaxo

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A 130
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Intro to M&A Representations and Warranties

The M&A Lawyer

The primary transaction agreement in every M&A deal contains representations and warranties, colloquially referred to as “reps and warranties” or simply “reps,” from each party to the other. Why do representations and warranties get so much attention? Reps serve four primary functions. Disclosure. Walk rights.

M&A 130
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Patrick Dichter Shares Lessons Learned from Acquiring Accounting Firms

How2Exit

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. -Ron Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

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The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success

How2Exit

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO). Episode Summary: Welcome to the latest episode of the How2Exit podcast!

M&A 130
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Are Partner Retirement or Withdrawal Provisions in Governing Documents Subject to Section 409A of the Internal Revenue Code?

JD Supra: Mergers

As part of our ongoing series on tax issues for accounting firms, this article provides information on retirement or deferred compensation arrangements, the related rules of Section 409A of the Internal Revenue Code, and how these issues may impact M&A deal structures and negotiations. By: Levenfeld Pearlstein, LLC