Preparing a Small to Mid-Market Company for Sale - Pasadena, CA

Jan 11, 2017 12:00pm -
Jan 11, 2017 01:30pm

Event Description



The Southern California Chapter of the American Academy of Attorney-CPAs invites you to their 2017 Kickoff Meeting!


Preparing a Small to Mid-Market Company for Sale 

Wednesday, January 11, 2017

12:00 p.m. - 1:30 p.m.



William B. Kirshenbaum

Rosenfeld, Meyer & Susman LLP


Program Description

Small to mid-market M&A transactions often represent the most significant financial event in the sellers' lives, yet the sellers are usually unprepared. To a large extent, this is understandable because most small to mid-sized business owners are so busy dealing with actual problems arising in running their businesses that they do not have the time or energy to prepare for a potential sale transaction that seems far in the future.  When it comes to having a company ready for sale, though, the future is always closer than you think. This presentation includes the financial issues, employee issues, contractual issues and structural issues that should be addressed in advance of the decision to sell.

Learning Objectives

Planning for a sale of a company needs to begin several years before the transaction takes place.  In this seminar, you will learn:

·       How to plan ahead to prepare the company and its owners for sale.

·       How to anticipate and proactively address potential buyer's concerns.

·       Issues to consider in the sale of a business.


About the Speaker

William (Bill) Kirshenbaum focuses his practice on business matters, with an emphasis on mergers and acquisitions, joint venture formations, corporate reorganizations, financing, licensing and commercial transactions.  He has been an advisor to domestic and international businesses ranging from entrepreneurs and family businesses to Fortune 500 companies.  Bill has served either as inside or outside general counsel for a number of companies.  In these roles, he has extensive experience in the coordination of all legal affairs, including mergers and acquisitions, intellectual property, government contracts and commercial agreements with financing sources, customers, suppliers and employees. 


Click here to read Mr. Kirshenbaum's full biography.

Date & Time

Wednesday, January 11, 2017

12:00 p.m. - 1:30 p.m.



Mijares Mexican Restaurant

145 Palmetto Dr.
Pasadena, CA



This program qualifies for 1.0 credit hour of Continuing Professional Education (CPE) for

Certified Public Accountants (CPA) in Business Law and 1.0 credit hour of MCLE in the state of California.



$20.00 AAA-CPA Members; $25.00 Non-Members and Guests
*Not an AAA-CPA member? Join now and attend this chapter meeting for free! 


Who Should Attend: Attorneys, Certified Public Accountants, Business Professionals



We politely ask that you RSVP by January 9, 2017. Please note that you will be asked to create a new user profile (unless you already have an account). A cancelation fee of $5.00 will be applied to those cancelling after January 9, 2017. 

Questions may be directed to or 888-ATTY-CPA ext. 2.


AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and (M)CLE. Of course, the decisions of various state authorities determine the actual credit granted. Prerequisites: None. Advanced Preparation: None. Program Level: Overview. Delivery Method: Group-Live.

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:




Event Type:Chapter Meeting
Early registration ends on Dec 13, 2016.
Regular registration starts on Dec 14, 2016 and ends on Jan 10, 2017.
Late registration starts on Jan 11, 2017.