CLE Webinar: Mergers – A Primer

2020 CLE Webinar Series
Tuesday, January 7 - Tuesday, January 7, 2020
Internet-based Webinar

1:00PM - 2:00PM Eastern Time


Mergers can be overwhelming. The amount of steps involved throughout the process is staggering and it starts even before the decision to merge has been made. The entire process—from due diligence to closing—needs precise timing for compliance and transactional details. If anything falls through the cracks, organizations can face delays, penalties, and other losses.

Creating a merger plan helps mitigate these risks. Join this webinar to learn how to create a plan that works for you and what to include in your checklist. These practical tips will help with avoiding costly missteps and moving the merger along to a successful close.

Topics covered:

  • Types of Statutory Mergers
    • General mergers
    • Parent-subsidiary mergers
    • Triangular mergers
    • Multi-entity mergers
    • Multi-state transactions
  • Pre-transaction planning issues, including entity and tax status, qualifications, timing, and effective dates
  • Requirements for multi-state and cross-entity transactions
  • Post-Merger transaction issues

Who should join:

  • Attorneys and paralegals in law firms who handle corporate business compliance, entity formation, and mergers and acquisitions
  • In-house counsel and paralegals responsible for corporate compliance

Your expert guide:

Alex Halow, Esq. — Regional Attorney for CT Corporation
Alex has been a member of CT’s Precedent Department since 2015. He tracks legislation affecting corporations, LLCs, and other business entities, and helps maintain a national database of business entity filing requirements. He is a graduate of the University of Notre Dame (BA '91) and Cornell Law School (JD '95). Before joining CT, he practiced immigration law, and earlier in his career worked in bankruptcy and commercial litigation. He is also a trained mediator.