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Planning the Sale of a Closely Held Business

Contains material from Aug 2022

Planning the Sale of a Closely Held Business
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Hear important issues to be considered in connection with the sale of a closely held business and why business owners should begin the process of selling a closely-held business with advanced planning. Review process steps including gaining an understanding of the sales process, identifying an appropriate team of advisors, transaction architecture and potential impact to the sellers goals, identifying and addressing potential barriers, advanced due diligence, communications management, and plans for managing the business to maximize its value to the seller.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75
  • Credit Info
  • TX, CA
  • Specialization: Civil Appellate Law | Consumer Law | Civil Trial Law | Tax Law
  • TX MCLE credit expires: 9/30/2024

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1. Planning the Sale of a Closely Held Business (Aug 2022)

Ricardo Garcia-Moreno, Frank Z. Ruttenberg

0.75 0.00 0.00 0.75
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(mp4)
48 mins
(mp3)
48 mins
(pdf)
14 pgs
(pdf)
18 pgs
Session 1 —48 mins
0.75
Planning the Sale of a Closely Held Business (Aug 2022)

Hear important issues to be considered in connection with the sale of a closely held business and why business owners should begin the process of selling a closely-held business with advanced planning. Review process steps including gaining an understanding of the sales process, identifying an appropriate team of advisors, transaction architecture and potential impact to the sellers goals, identifying and addressing potential barriers, advanced due diligence, communications management, and plans for managing the business to maximize its value to the seller.

Originally presented: Jul 2022 LLCs, LPs and Partnerships

Ricardo Garcia-Moreno, Haynes Boone, LLP - Houston, TX
Frank Z. Ruttenberg, Haynes and Boone, LLP - San Antonio, TX