• Breakout

Your Closet, Your Skeletons: Common pitfalls during the due diligence phase when buying or selling a business

October 13, 2022 · 01:30 PM – 02:20 PM

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Moderator

Mackenzie Regent

Mackenzie Regent

Managing Partner

Kalos

Panelists

Leilani Kagan, K.C.

Leilani Kagan, K.C.

Lawyer

Thompson Dorfman Sweatman LLP

Adam Mallon

Adam Mallon

Managing Director, Transaction Advisory Services

BDO Canada LLP

Martha Penner

Martha Penner

Former Owner

TSL Industries

Sean Pisarski

Sean Pisarski

Director

Private Debt Partners

Mergers and acquisitions typically have extensive due diligence by the buyer. Tackling due diligence during an M&A transaction is an overwhelming task, but essential for closing a successful, equitable and efficient deal. Before committing to the transaction, the acquirer will want to ensure that it knows what it is buying and what obligations it is assuming, litigation risks and intellectual property issues, liabilities, problematic contracts, and more.  

Understand what both buyers will be looking for, and what sellers need to have prepared in terms of: 

This panel will cover a 10 point due diligence checklist and the key information a company must acquire from their target before moving forward with a deal in terms of: 

  • Legal 
  • Commercial 
  • Financial 
  • Human Resources (HR) 
  • Intellectual Property 
  • Information Technology 
  • Environmental, Health and Safety (EH&S) 
  • Tax 
  • Marketing 
  • Compliance and Regulatory Matters