How to Avoid Landmines in Buy-Sell Agreements: A Business Valuation Expert’s Perspective

Essential for attorneys that work with buy-sell agreements (BSA’s), this workshop identifies common problems with valuation provisions and recommends practical solutions that attorneys can use to prepare precise and unambiguous agreements that, when triggered, will function as intended and be fair to all concerned, affordable and trouble-free.

Participants Will Learn: ~ Valuation concepts, standards, terminology, and discounts ~ Attorneys’ use of various BSA provisions (from a study of 20 agreements selected at random) ~ Pros and cons of the 3 primary approaches to pricing shares for buy-sell ~ Common BSA problems, illustrated through 9 case studies ~ Recommended solutions

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Protecting and Collecting Your Fees

An Attorney’s Guide to Fee Arbitration, Collecting Attorney Fees and Ethical Issues

This is a must-attend, essential course for succeeding in business by any and all practitioners.

This Program Will Cover the Following:

1. Fee Issues arising during representation – Avoiding the problem at the outset (problem clients and the warning signs); Assessing your ability to service your client’s case efficiently and cost-effectively; Fee arrangements (when and how to discuss); Fee agreements (do you need one?); Arbitration clauses (are they important?); Billing practices; Keeping the client informed as the matter progresses; Motions for attorney’s fees before and after

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How to Counsel Your Client on Avoiding Embezzlement

Caroline Fowler Deputy District Attorney Sonoma County District Attorney’s Office

William Arnone Partner Merrill, Arnone & Jones

Amy Ariyoshi Deputy District Attorney Sonoma County District Attorney’s Office

Date: Tuesday, July 24, 2018

Time: Check-In: 11:45 am; Presentation: 12:00 – 1:00 pm

Presenter(s): Caroline Fowler, Deputy District Attorney, Sonoma County District Attorney’s Office William Arnone, Partner, Merrill, Arnone & Jones Amy Ariyoshi, Deputy District Attorney, Sonoma County District Attorney’s Office

MCLE: 1.0 Unit Participatory Credit in General Law

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.

Parking for this seminar is ONLY available

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