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Self-Paced Online

Mergers & Acquisitions

Stages and Strategies for Smaller Transactions

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Date Published

April 14, 2021


San Diego County Bar Association


Business & Corporate


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Presented by:  
The Business & Corporate Law Section of the San Diego County Bar Association
This program is worth 1.0 General CLE Credit

Patrick Monroe, Esq., Founder of the Monroe Law PC

This CLE presentation will discuss the three main stages of a merger, acquisition, or sale transaction and will provide effective strategies for representing buyers and sellers of businesses valued under $50 million. Participants will learn how and when to negotiate key terms, how to manage and defend due diligence, and how to approach drafting and revising purchase agreements. Participants should expect to gain a deeper understanding of the deal process, the main issues facing buyers and sellers, and common strategies for getting deals done.

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Patrick Monroe
Founder - Monroe Law PC

Mr. Monroe then focused on developing a legal career, which started during law school when he became a legal intern with... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Mergers & Acquisitions - Video
Mergers & Acquisitions - Handout
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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