Do your clients have the right assets in their portfolios? Are some underperforming or not core to their business? Do some have more value for another owner or as a separate entity? The session will provide a basic overview of M&A carve-out transactions, addressing key divestiture value drivers, from strategy to execution. Though introductory in nature, we will cover a wide range of topics to help you become more familiar with the many components of these transactions.
- Assess a portfolio of assets to determine strategic fit, underlying value, and contribution to your overall business.
- Develop a separation road map for key functions, including finance, HR, accounting, and IT, considering regulatory requirements and tax planning.
- Design a separation road map and prepare for negotiations with bidders.
If special accommodations are needed, please contact us at clereception@cobar.org. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Home study products will be available approximately 2-3 weeks following the live program.