On Demand

Deal Structuring in Buying or Selling a Business

Faculty: Dr. Bart A. Basi
Production Date: September 29 2008

Description

In this course, Dr. Bart A. Basi uses his expertise in business dealings to cover business deals in depth and the tax ramifications of each acquisition or sale.  Specifically he describes the different tax consequences in a deal relating to a sole proprietorship, general partnership, limited partnership, limited liability company, and various corporation entities.   He discusses the many types of deals that exist, and talks about the purpose and process behind each one.  Included in the seminar are sample documents, necessary research and due diligence, and the various aspects of business negotiations.  This is an interesting introductory course that will have an appeal to lawyers and accountants in many areas.

Learning Objectives:
I. Understand the different types of entities.
II. Know the purposes for an acquisition.
III. Be able to explain the process behind an acquisition.
IV. Be aware of the methods of performing due diligence.
V. Understand what to look for in acquiring a new business.
VI. Foresee the problems in buying or selling a business.

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User Reviews

Lisa (Los Angeles, CA)

Very informative.

James (Vernon Hills, IL)

Bart is a great communicator!

Joseph (Mineola, NY)

Dr. Basi did a fantastic job making the presentation useful and interesting throughout the course.

Miles (Palo Alto, CA)

I liked Dr. Basi's real-life examples and case studies.

Lyndon (Kensington, CA)

Excellent presenter! Good mix of theory and application.

Gregg (Thousand Oaks, CA)

Great content.

David (San Diego , CA)

Great overview.

Christopher (Newport Beach, CA)

Love that Bart Basi

Russell (West Covina, CA)

one of the best presentations

Juliet (Cedar Park, TX)

Very Good Presentation!

Maren (Cotati, CA)

I enjoyed this very practical take on a complicated subject.

Philip (Fallbrook, CA)

Simply excellent!

Patricia (Santa Rosa, CA)

Really helpful

Vernita (Sherman Oaks, CA)

Dr. Basi is an amazing, informative, credible, intelligent and interesting lecturer. Tremendous presentation!

Matthew (Huntington Beach, CA)

excellent knowledge

Lawrence (Bellflower, CA)

I'm looking forward to learning more from this lecturer.

James Albert (Anaheim, CA)

Lecturer did a good job covering broad areas in a succinct manner.

James (Costa Mesa, CA)

Fantastic lecture.

Carly (Los Angeles, CA)

Perfect level of discussion for the non-transactional lawyer. Engaging lecturer.

Lenelle (Thousand Oaks, CA)

Great lecturer! I really enjoy listening to Dr. Basi.

ira (rancho santa fe, CA)

Excellent speaker, he kept me engaged, moved at a good pace, knew the subject matter well, logical presentation

Jeannie (Arroyo Grande, CA)

Made the subject interesting, easy to follow.

Lisa (Santa Monica, CA)

Very much enjoyed Dr. Basi as speaker

Sean (Clayton, CA)

Great seminar. Will watch it again sometime just to reiterate the materials.

Marcia (Los Angeles, CA)

Mr. Basi is amazing and his materials very thorough and helpful. I will certainly keep them... you can tell he is a "teacher" !!!

Joseph (Washington , DC)

great info

Felicia (New York, NY)

Excellent!

Michael (San Ramon, CA)

Superb. Loved the content, organizational structure, and the instructor.

Marc (Morro Bay, CA)

Very well informed instructor.

Joseph (Studio City, CA)

I learned more about business transactions in this presentation that I have learned in the past 10 years.

Nadia (San Leandro, CA)

I loved his passion. Good for him that he likes what he does so much. Thank you.

Eugene (Denver, CO)

Dr. Basi speaks with authority of one who has been there. For attorney's his accounting advice is sound. And reinforces the conclusion that attorneys practicing without a trusted account on their team are looking for trouble.

Jamey (Golden, CO)

Bart is accurate and informative.

Elliott (huntington beach, CA)

Lively and enganging lecture.

Kelly (Peyton, CO)

I find this speaker engaging.

Dan (Grand Junction, CO)

Excellent speaker. Great refresher. Takes what could be boringly complex analysis, and summarizes 'just right.'

Richard (Miami, FL)

Very well spoken and emphatic on the right points.

Lisa (Jackson, NJ)

It was very informative and Mr. Basi was very engaging.

Carlo (San Francisco, CA)

Worthwhile

Linda (Los Angeles, CA)

This was by far the best course I have taken on Lawline.com.

Justin (Tarzana, CA)

good

Carmen (Okemos, MI)

Although I do not work in this field I found Dr. Basi interesting and informed in his area of expertise.

Steven (Chicago, IL)

This course gave me food for thought--and practice--for a transaction one of my clients is planning in the near future.

Ross (HENDERSON, NV)

I found Dr. Basi to be intelligent, articulate and informative.

erik (Long Beach, CA)

Excellent instructor

Lewis (Elmira, NY)

Very helpful !

William (Savannah, TN)

Good speaker with observations based on experience.

David (Knoxville, TN)

Really good course. Best I've had in a long time.

Huntly (Brentwood, TN)

fantastic

JUDD (Aurora, IL)

Excellent !

Avraham (Cedarhurst, NY)

helpful in assisting to prepare for representing individuals in a business transaction

William (Lake Forest, IL)

Consistently engaging in all of his courses.

Michele (Cooper City, FL)

Was very informative. Topic is relevant to the business environment

David (Denver, CO)

Best speaker yet

Jessica (Sanford, FL)

Easy to follow and great advise! Thanks.

James (Roselle, IL)

Basic materials well presented. Thank you!

Edmond (sylmar, CA)

very good

EDWIN (New York, NY)

Speaker was good properly presented the program and was clear in the presentation.

James (Huntington, NY)

excellent

Daniele (Red Bluff, CA)

He is still your best speaker to date !!

Mei (NYC, NY)

It is a good lecture.

Mandana (San Francisco, CA)

great presentation!

Benjamin Azubuike (Pasadena, CA)

great

Benjamin (Palo Alto, CA)

Bart, Another great program.

Mark (New York, NY)

one of the best speakers in the CLE lawline compendium

John (King City, CA)

yo, yo, Basi is da best yo!

Edward (New York, NY)

I have takejn a number of Dr. Basi's courses. Always informative and well done.

David Peter (South Orange, NJ)

This presenttion brought back memories of things I learned when I took my MBA about 40 years ago, before I went to law school. I wish they had a practical presentation like this when I studied corporations in law school. This guy is great!

Charles J. (Rome, NY)

This course enhanced my understanding of M & A.

Michael (Mamahawkin, NJ)

A very good presentation with some insight into the issues

Tonye (Denver, CO)

This Professor is Fantastic!!!

David (New York, NY)

very knowledgeable speaker

Douglas (Downers Grove, IL)

Bart Basi is the best presenter I havw encountered at Lawline

Greg (Bethesda, MD)

Lecturer is very good.

Edwin (Arlington, VA)

Also like the course materials. Thanks.

Laura (Roanoke, VA)

Good speaker, knows his stuff.

Timothy (Baltimore, MD)

The written materials here are especially helpful and supplemented the lecture well.

Tracy (Delray Beach, FL)

Great speaker, very entertaining and knowlegable.

Richard (Washington, DC)

Great

Andrew (Virginia Beach, VA)

I have heard this speaker on several topics and always like the way he blends good info with war stories of actual cases

Michelle (Virginia Beach, VA)

I loved it! He was obviously knowledgeable in his area. I enjoyed his anecdotal stories that supplemented the material. He kept me engaged through interesting relevant stories and his delivery style.

Thomas (Sonoma, CA)

Mr. Basi is the best presenter I have seen. Excellent.

Anthony (Williamsville, NY)

Pretty Basic, but great review

Cheryl (Riverwoods, IL)

informative presentation

Luz (Denver, CO)

very good program

Claudia (Wilton, CT)

Great course- lots of helpful comments.

Gregory (Denver, CO)

Excellent!

Patrick (Denver, CO)

Very dynamic speaker. Excellent overview of structuring transactions. Well done.

Gary (Chesterfield, VA)

Outstanding! I have attended and viewed a number of seminars on buying or selling a business. Bart Basi provides insights that none of the others provide, and in just one hour!

Daniel (San Diego, CA)

expert, and excellent written materials

Linda (Alexandria, VA)

MORE Dr. Basi courses, PLEASE!!!

Karen (Kailua-Kona, HI)

Basi is the best!

Christopher (Villa Park, IL)

very informative with great materials

Theodore (Los Altos, CA)

Great Seminar

Ralph (Solana Beach, CA)

I learned a lot.

D (san francisco, CA)

Engaging instructor and course. Dr. Basi's style of explaining concepts using plain language and lots of examples is effective. His explanations of potential pitfalls also are informative and easily understood. I'll look for Dr. Basi's courses in future after listening to just 2 of his courses covering often high-snooze potential topics.

Retha (Cataula, GA)

Experienced and knowledgeable speaker. Relevant examples for all key points.

John (Appomattox, VA)

Excellent practice tips!

Charles (Denver, CO)

Good presentation.

Oliver (Lombard, IL)

Dr. Basi gives an excellent presentation and can clearly and concisely convey the material.

Theodore (New York, NY)

good written materials. excellent speaker.

John (Dallas, TX)

Very practical advice!

Robert (Dallas, TX)

Dr, Basl knows his stuff.

C. Richard (Glen Allen, VA)

Mr. Barsi's war stories are always interesting.

Erich (Aspen, CO)

Bart is the BEST - no BS here...

Peter (White Stone, NY)

a lot of material

Otis (Haslet, TX)

Dr. Basi is an excellent presenter. Clear, concise, and timely

Martin (Austin, TX)

appreciated the practical advice.

Jacques (Studio City, CA)

fantastic

Stuart (New York, NY)

Great Speaker!

Jett (San Ramon, CA)

Excellent presentation. Great overview coverage. Kudos to Dr. Basi.

Jay (Arlington, VA)

Excellent presentation and good written material. Dr. Basi is one of the best cle lecturers yet.

ruth (Richmond, VA)

well presented

Cynthia (New York, NY)

It was a good practical guide to M&A.

Frank (Dunn Loring, VA)

Really well done, excellent materials - and glad to hear that I've been largely doing everything right.

Ellen (Reston, VA)

The presentation was very clear and informative.

Maeve (Alexandria, VA)

OUTSTANDING -- EXCELLENT!

Edward (Chicago, IL)

very informative and well presented

dan (Naples, FL)

again, a great speaker. This topic was not as interesting as the speaker's other topics.

Charles (Arlington, VA)

Very good on all counts.

Mark (Manassas, VA)

A lot of good material. Some of it presented only in the textual materials.

Torsten (Hopewell, VA)

Bart is very, very good.

Gerald (Montclair, NJ)

Mr. Basi is clear, to the point, interesting and easy to listen to. He is one of the best presenters in the series.

Daniel (Fairfax, VA)

A good starter program for a business buyer or business lawyer.

Stuart (White Plains, NY)

very good discussion on this topic, especially since Dr. BAsi is also a cpa and included many tax issues in his discussion.

R. Scott (Austin, TX)

Terrific!

Robert (Miami, FL)

Solid, useful.

John (Gaithersburg, MD)

Really strong class!

Paul (Wharton, TX)

Dr. Basi produces some of the very best CLEs and best written materials on LawLine.com.

Amy (Pittsford, NY)

Excellent background presentation.

Joung Ho (Flushing, NJ)

excellent explanation of acquisiton, merger and consolidation, and their differences.

Walter (Houston, TX)

Very well done and organized.

Joanne (Flower Mound, TX)

Very good.

George (Dallas, TX)

good

Robert (Lakeland, FL)

I really enjoyed all of Mr. Basi's presentations. Good Info, to the point.

Eric (Tampa, FL)

great

Robert (Houston, TX)

Way too basic. Really a deal structuring course for non-business lawyers.

Mark (Jacksonville, FL)

his war stories are informative.

Denny (Douglas, WY)

Another great program by Bart Basi

Arthur (SOUTH HOUSTON, TX)

Thank you, it was very informative.

Philip (Bronx, NY)

I learned a great deal

John (Burr Ridge, IL)

He is an excellent presenter.

Russell (Red Bank, NJ)

This speaker is an excellent teacher, and his use of real world examples greatly enriches the learning experience.

Timothy (Chicago, IL)

Excellent presentation. Makes it easy to understand. Would love to refer my client to him!

Erica (Chicago, IL)

Very informative - Thanks.

cheryl (Chicago, IL)

i loved watching this guy. He was phenomenal!

Richard (Elmhurst, IL)

Great presentation and excellent written material. Very helpfull.

Richard (Niceville, FL)

extremely imfoprmative

Marvin Gerald (New York, NY)

An outstanding presentation.

Robert (Barrington, IL)

This fellow is great!

charlotte h. (jacksonville,, FL)

Very Informative. I enjoyed this presentation. Thank you

Karen (Chicago, IL)

Very anecdotal; not much law.

Diann (Murphysboro, IL)

Speaker very knowledgeable and easy to listen to. I learned a lot from this program. I would highly recommend it.

Maury (Northbrook, IL)

I liked this one. I'm a long-time corporate lawyer and I still picked up a few new tricks / perspectives.

Nancy (Chicago, IL)

Highly recommended. Dr. Basi never disappoints.

Guy (New York, NY)

Absolutely remarkable course! Even if I never do M & A, I now feel that I a have some real knowledge on the topic.

Somaly (Vienna, VA)

very informative

Kimberley (Washington, DC)

Excellent speaker with an obvious wealth of experience.

steven (Boston, MA)

very good.

Kristine (Georgetown, TX)

Dr. Basi is one of Lawline's best presenters. Always learn something new from his courses.

Larry (Jupiter, FL)

Excellent speaker and program

Gary (Brooklyn, NY)

Bart is a terrific and knowledgable presenter.

Steven (Pembroke Pines, FL)

Always quality presentations from Basi. great practical information.

Nicole (Darien, CT)

I really enjoy all of Dr. Basi's programs. He is a fantastic, informative speaker.

Adisa (Houston, TX)

Speaker was very dynamic and did a great job of presenting the materials. Very good session!

Matt (Coral Gables, FL)

Great course. Very helpful.

April (Tallahassee, FL)

very well organized and good tips

Jon (Washington, DC)

Dr Basi is a great presenter. I would recommend this class to anyone that is interested in business, period, or the M&A side of business.

Andrew (Winter Park, FL)

Dr. Basi does it again, great course.

Johnny (Apopka, FL)

This is one of the best all around seminars in the "bundle" I purchased.

Mark (Houston, TX)

very informative

Michael (Dunedin, FL)

excellent

I Matthew (Farmington Hills, MI)

As a litigator with no idea what he was talking about prior to the seminar, I found it very informative.

Daniel (Chicago,, IL)

thanks!

jeff (cocoa beach, FL)

Theodore (Soth Jamesport, NY)

very informative

Mark (Goodman, MO)

Excellent.

Joseph (Sarasota, FL)

very good presentation. full of facts but not boring.

CHARLES (NASHVILLE, TN)

Presentation was well prepared. The speaker appears extremely qualified on the subject.

Elizabeth (Corvallis, OR)

very energetic speaker, excellent topic knowledge.

Kenneth (Brooklyn, NY)

Like all good lecturers, the speaker has the ability to break down the complex in an understandable way. It doesn't matter how much you know, it only matters that you are able to communicate it for the benefit of the listener. The speaker does a very good job of that.

Robert (Frisco, TX)

Material was very relevant.

Dale (dallas, TX)

Very thorough. An excellent presentation.

Richard (Wellington, FL)

very useful to me.

CARLOS (AUSTIN, TX)

Excellent and knowledgeable speaker.

Jonathan (NY, NY)

Excellent speaker. He presented important information in an engaging style.

Michael (wayne, PA)

good solid introduction to all the concepts

David (Newport Beach, CA)

One of the best presenters. Took a fairly complicated area and made it very clear.

Beverly (Charlotte, NC)

Easy listening, good practice pointers.

Joseph (San Diego, CA)

Mr. Basi is just plain outstanding. I will endorse him any time!

Mitchell (Jupiter, FL)

Good job!

Kevin (Spring, TX)

guy knows his stuff this is my second course with him.

Price (Columbus, OH)

Dr. Basi is a very good speaker. His real world examples help make the topic more accessible.

Lisa (Brooklyn, NY)

This speaker is particularily engaging and well thought out.

Jed (New York, NY)

Great speaker!

Victor (St. Croix, FL)

Bart Basi is an excellent instructor. The information imparted in this 1 credit hour course has helped me immensely in preparing for the sale of a business in which I am a principal. Thanks Bart!

John (Fort Lauderdale, FL)

I found this speaker easier to listen to than any other I've heard.

Bruce (Ft Lauderdale, FL)

a very complex topic broken down very well into manageable and understandable elements

Bopst (Miami, FL)

I thought this course was excellent. I thought the speaker's legal and accounting background was a big bonus.

Vesna (Tillamook, OR)

He's an excellent presenter.

Emily (Simpsonville, SC)

Basi provides clear useful information.

Diana (Miami, FL)

good advice, common sense

E Kemper (Springfield, VA)

Very Good Speaker

MICHAEL (SANFORD, FL)

Good speaker -- holds my attention & easy to understand.

ann (Naples, FL)

very informative

Denise (Jupiter, FL)

Dr. Basi was excellent as usual.

Janet (Reston, VA)

Extremely helpful and informative, hits on all relevant issues in a clear and concise manner

David (Austin, TX)

Good program. Informative

jaime (Tampa, FL)

very good speaker. breaks down complicated matters into simple concise information.

BONNIE (JUPITER, FL)

informative, people need to know this beire they start o form of a businessw

Warner (Midlothian, VA)

Dr. Basi knows his subject, covers alot of ground and provides helpful written material

Laurel (Mt Kisco, NY)

excellent!

Matthew J. (Bartow, FL)

Enjoyed this big time!

Miguel (Orlando, FL)

Very thorough and practical

Malcolm (Tampa, FL)

Excellent.

Janice (Chicago, IL)

Excellant!

Wayne (Houston, TX)

Excellent speaker, very knowledgeable.

Robert (River Vale, NJ)

This was a really incisive look at how to really do something the right way

Alan (Gainesville, FL)

Great speaker, very dynamic.

Lawrence (Orlando, FL)

My Favorite Speaker!

Vincent (Cicero, IL)

perfect companion to corp records

Martin (Northbrook, IL)

The hour went by quickly. This was very informative.

Jonathan (Washington, DC)

Great review of deal structuring basics.

Steven (Tinley Park, IL)

Very informative and practical overview of the deal structuring process, presents real world, mundane, but very important considerations that play a role in counseling, advising, structuring and documenting deals.

Stacy (Chicago, IL)

I like Bart's substance and clarity

James (Chicago, IL)

great overview on the basics of m & a.

Marc (Highland Park, IL)

fantastic

MaryAnne (Chicago, IL)

Excellent course. Hope to see more of Dr. Basi's presdentations.

James (Berwyn, IL)

Excellent.

Crystal (Sugar Land, TX)

Very engaging and interesting speaker. Good program overall. Highly recommend.

Gordon (Villa Park, IL)

Excellent - emphasis on the practice without compromizing the theory.

hilory (Encinitas, CA)

Excellent-very thorough and very well laid out presentation

Broadus (Yardley, PA)

Again, great work by Dr. Basi.

Jeff (Nashville, TN)

Robert (Butte, MT)

Very engaging instructor.

Robert (Sewanee, TN)

Good program. Useful review.

Richard (Medon, TN)

Excellent presentation of a complicated subject.

BARBARA (NORFOLK, VA)

Very valuable; extremely informative.

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Price: $40.00

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AZ 1.00
CA 1.00
CO 1.00
HI 1.00
IL 1.00
ND 1.00
NJ 1.00
NY 1.00
PA 1.00
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