Buying or selling a business is never easy. Our current economic conditions certainly compound the task. In addition to tax, drafting and negotiating issues, buyers and sellers are confronted by valuation, financing and liability concerns.

This basic-to-intermediate level program will highlights the most important tax, business, valuation, accounting and financing considerations arising in connection with the sale and purchase of a small business. In addition, the speakers address other specific problems that may arise. Throughout the program, the faculty will address the techniques, practicalities and climate of the actual negotiating of agreements and the drafting of documents.

Program Contents

• General Overview

• Negotiating the Acquisition and Drafting Acquisition Documents

• Accounting Issues

• Valuing the Business

• Selected Issues

• Financing the Acquisition

Program Faculty

David L. Evans, Esq. (Chair and Moderator)
Martin, Shudt, Wallace, DiLorenzo, & Johnson
—Troy

Christopher M. Cannuciari, MBA CPA 
Arthur Place & Company, P.C.
—Albany

David E. Daniels, Esq.
Daniels, Porco and Lusardi, LLP
—Pawling

Phil Engborg
Vice President, Business Banking Group
M&T Bank
—Albany

Anthony P. Fazzone, CFA, ASA
Managing Director
Spectrum Consulting Partners, LLC
—Albany and New York City

Seth D. Finkell, Esq.
Lemery Greisler LLC
—Albany

Keith M. Goldstein, Esq. 
Lavelle & Finn, LLP
—Albany

Philip J.Vecchio, Esq., CPA
Philip J. Vecchio, P.C.
—East Greenbush

Steve Willard
Senior Vice President of NYBDC
(New York Business Development Corp.)
—Albany

Total MCLE Credits 7.0
Ethics MCLE Credits 0.0

The product type below that starts with the letter 'V' is a video online program that you will view and listen to on your computer screen.

The product type beginning with the number '8' is an audio-only online program that you may listen to through your computer OR download to a portable media player.