LIVE WEBINAR

WEDNESDAY, APRIL 21, 2021

NOTE TIME: 8:00 a.m.

Registration Deadline: APRIL 14 (5:00 p.m.)

M&a issues and considerations

BRANDON JONES

Sponsored by PlainsCapital Bank and Value, Inc.

The presentation will provide a high-level overview of the M&A process.  Specific attention will be given to addressing the importance general deal structuring issues, including income tax considerations, at the Letter of Intent stage. Also included will be addressing the basic components of a purchase agreement, as well as discussing customary ancillary documents and related schedules. Brandon Jones, JD is a member of Winstead’s Tax Practice Group. With almost 20 years of experience, Brandon spends most of his time assisting and advising closely-held and family-owned businesses and private equity clients in connection with (i) the formation of their business entities including drafting and negotiating the related governing documents, (ii) structuring and restructuring their investment and business holdings and operations (for asset protection, income tax planning, estate planning, and other commercial purposes), (iii) corporate governance matters, and (iv) drafting/negotiating joint venture agreements, purchase agreements, buy-sell agreements, private offering documents, and other agreements and/or documents related to mergers, acquisitions, dispositions, spin offs and other general commercial matters.

Continuing education credits pending for State Bar, CPA, CFP. The handout (if any) will be available on the website under the document library a few days prior to the presentation.

This presentation will be offered as “Program Only” for members ($10) and non-members ($20).

Register with the link below

After registration closes, an additional email (check spam folder too) will be distributed to the registrants regarding access instructions to the online presentation and continuing education credits. If someone is registering for you, please be sure YOUR EMAIL ADDRESS is listed in the RSVP form.  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTERED BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION. THERE ARE NO EXCEPTIONS.

We would like to thank the following Sponsors for their support for 2020-2021:  Argent Trust, Armanino, Bank of Texas, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Leu & Peirce, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Merrill Lynch (The Maynard Group), Regions Bank, Texas Bank & Trust, The Catholic Foundation and Value, Inc.

PAYMENT IS REQUIRED TO ATTEND THIS MEETING

TO PAY VIA CREDIT CARD:  follow these instructions:

Scroll down to “Register Now”

CLICK on “REGISTER NOW” 

Complete the contact information

1. Payment Method: click “Credit Card or PayPal”
2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
3. Click “Pay Now”
4. “Pay with Debit or Credit Card”
5. “PayPal Guest Checkout”
6.  “Pay Now”
7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS