Meet
the crucial documentation requirements to best position yourself for
a positive outcome.
Highly sensitive documentation is exchanged before and after a sale or purchase of debt which can be a difficult path to navigate without experience and expertise. This process can feel like looking for a golf ball in a snowstorm without a trained eye to identify the key valuable components.
This information will help the people involved in a debt sale or purchase critically think through this challenging process, address the necessary questions and meet the crucial documentation obligations to best position themselves for a positive outcome.
An industry professional who has been trusted by top executives to advise them in a debt purchase or sale process will share with you his strategy for a successful and proper execution focusing on the proper documentation this process involves.
Learning Objectives:
- You will be able to identify key documents involved in buying and selling debt.
- You will be able to explain how such documents play a key role in the process from both sides of the table.
- You will be able to recognize value in a process.
- You will be able to review your current approach and compare it to a successful advisors’ proven game plan.
This Live Webinar Covers These Hot Issues:
Assess the Debt You Are Purchasing/Selling
What Information Will Be Needed?
How Does Information Effect Value?
Transfer of Information/Documents
Credit Information (Sponsored by Lorman Education Services)
- CLE
- CPE
- NASBA
For Detailed Credit Information page
click here
Only registered attendee will receive continuing education credit.
Faculty
Michael Lamm, Corporate Advisory Solutions, LLC
- Managing partner at Corporate Advisory Solutions, LLC
- Oversees and executes on M&A engagements, investment opportunities, compliance/regulatory assessments, strategic consulting, valuation, expert witness litigation matters while also charting the firm’s corporate direction and strategic growth plan
- Actively involved in leading industry associations including ACA (international affiliate board member), Institute for Collection Leadership (ICL – board advisor), Receivables Management Association (RMA), the Association for Corporate Growth – Philadelphia chapter (membership committee), the American University Alumni Association (chapter leader) and the Healthcare Financial Management Association (HFMA)
- Frequent speaker and contributor to industry publications
- Cofounded the U.S.-Israel Business Exchange in Washington, D.C.
- Awarded a degree in international studies by American University
(Not available outside the US)