Eric Martin from SRS Acquiom will join us to share tips and best practices for lawyers who work with escrow and paying agents on private-target M&A transactions. Topics will include basic mechanics and timelines, a KYC overview, and practice tips for tax reporting and document solicitation — all with the goal of enabling lawyers to deliver a smooth closing process to their clients.
- Simplify the closing process for your M&A Client
- Understand basic mechanics and timelines of escrow and paying agents
- Facilitate tax reporting and document solicitation
If disability accommodations or special assistance are needed, please contact us at firstname.lastname@example.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 date.