Exit Strategies Workshop Sept 17, 2013
at SFU Downtown Vancouver, BC

I’m pleased to announce another full day Exit Strategies Workshop at SFU Downtown Vancouver on September 17, 2013.

Attendees consistently rate the Exit Strategies Workshop as excellent. Here’s some feedback from previous atteendees.

Joining me again are Steve Lukas, Axel Christiansen, Prentice Durban and Steve MacDonald. Here’s more on the speakers.

The Exit Strategies workshop has been delivered six previous times in greater Vancouver – and has sold out every time. Please don’t delay your registration for September 17.

For a preview, here are the videos from our legal experts at the last workshop:

For more information and registration, visit www.Exits-Workshop.com.

I hope to see you there!

The Exit Strategies Workshop 2012
Prentice Durbin on Legal Planning

In the tenth presentation at the Exit Strategies Workshop 2012, Prentice Durbin discusses exit legal planning. Prentice describes the essential legal processes which should be started early to ensure a successful exit. He calls this “Planning for Payday”.

Highlights of Part 10 – Legal Planning (Planning for Payday):

  • Be prepared. Image and Perception.
  • Reduce transaction stress (save time).
  • Personal tax exemptions and planning.
  • Due Diligence Materials: Shareholders’ Agreement. Stock Option Plan. Employment Agreements.
  • Minute Book Review – resolutions and share certificates.
  • Drag-Along / Tag-Along. Acceleration. Approval thresholds and change of control.
  • Confidentiality and Non-Competition.
  • Financial Statements – audited?
  • IP Review – assignment/confidentiality/fees.
  • Shareholders, Directors, Investors, Lenders, Regulatory Bodies and Third Parties.

The Exit Strategies Workshop 2012
Steve Lukas on Fear the Representations and Warranties

In the twelfth presentation at the Exit Strategies Workshop 2012, Steve Lukas describes why you should fear the Representations and Warranties.

Highlights of Part 12 – Fear the Representations and Warranties:

  • What is a representation and warranty?
  • What is a covenant? What is a condition?
  • Disclosure, Insurance and Risk allocation
  • Make representations true!
  • Schedule exceptions – i.e., “Except as set out in Schedule “X”
  • Qualify representations – i.e., “to my knowledge”
  • Representation from Purchaser that it knows of no breach
  • Limit financial exposure to purchase price or lower (and only your portion?)
  • Actual knowledge, After inquiry

Exits Workshop in Victoria – May 22, 2013

I’m pleased to announce a special version of the Exit Strategies Workshop in Victoria, BC on May 22, 2013.

Attendees consistently rate the Exits Workshop as one of the best. Here’s some feedback from previous atteendees: http://www.exits-workshop.com/testimonials.html

Two Victoria resident CEOs will describe the inside stories on their very successful exits. Mark Longo, a Viatec board member and veteran M&A transaction lawyer, will be speaking about the legal aspects of exits. For more on the speakers: http://www.exits-workshop.com/speakers.html

Due to the generous contributions of our sponsors, we are able to offer this special half day exits workshop for only $99.

The Exit Strategies workshop has been delivered six times in greater Vancouver – and has sold out every time. Please don’t delay your registration for Victoria on May 22.

For more information, and help with registration, visit http://www.exits-workshop.com/index.html

To register now, visit this page .

I hope to see you there!