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What is Reverse Vesting and What are the Tax Considerations? [Video]

Listen as Eric Wall and Mark Seneca break down: The re-vesting timeframe The tax treatment of compensation versus deal consideration Tax law supporting favorable tax treatment for sellers...more

What Does "Cash Free / Debt Free" Mean? [Video]

Get up to speed with Ramy Shweiky and Mark Seneca on: Negotiable terms when establishing a purchase price How your purchase price is adjusted at closing Examples of debt-like items...more

How is Purchase Price Established? [Video]

Join Ramy Shweiky and Mark Seneca as they discuss the key components: Pricing factors from a buyer’s perspective Strategies to bridge gaps between buyer and seller expectations How sellers can maximize value...more

What's the Best Transaction Structure for My Sale? [Video]

Sit down with Eric Wall and Mark Seneca for insights on: Tax advantages and disadvantages for stock vs. asset sales The most common deal structure for VC-backed company sales and why Structuring a “tax-free” transaction...more

What's Important to Get Right in the Term Sheet? [Video]

Join Justin Yi and Mark Seneca to learn about the essential elements: Defining the deal structure and purchase price Setting indemnification terms Managing exclusivity periods to maximize your leverage...more

Should You Engage a Financial Advisor? [Video]

Financial advisors can add significant value in the M&A sale process, depending on your objectives and in-house capabilities. Justin Yi and Mark Seneca discuss the benefits of bringing in a banker, and when it may not be...more

Implementing IP Best Practices to Maximize Exit Value [Video]

Good corporate hygiene will not only help you prepare for an exit from Day 1 – it will also inform the value that buyers assign to your company. Sarah Schaedler and Mark Seneca discuss key considerations from a buyer’s...more

What's the Timeline for a Sale Process? [Video]

Mark Seneca and Justin Yi outline the timeframe for a typical sale, and the key work streams involved. Learn about: A basic framework from the time that you sign an LOI Key milestones from LOI to closing External...more

Observations on Atlassian’s Proposed Model Term Sheet

Earlier this week, Atlassian published its form acquisition letter of intent under the banner of The M&A Process is Broken: It’s outdated, inefficient and combative.  ...more

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