TRANSACTION GOALS
Economic optimization
Clearly defined schedule
OVERVIEW
Medium-sized companies and their shareholders often unexpectedly find themselves faced with a potential transaction situation: A strategically well-suited competitor is suddenly up for sale, or the shareholders/managing directors are approached by a third party to ask whether they would like to consider a sale or a merger.
In our one-day seminar, together with our renowned partners, the tax consultancy HauckSchuchardt and the law firm Göhmann, we will explain all facets of a corporate transaction. How can you, as a shareholder or owner, optimize future sales proceeds through active transaction preparation? How do you acquire a takeover candidate/competitor? How do you execute a company sale, MBO/LBO, and so on in a targeted manner?
The entire transaction process is presented pragmatically and practically by experienced M&A experts, lawyers, and tax advisors. All relevant topics are covered, from the initial meeting through the company valuation, the signing of a letter of intent, the conduct of due diligence, contract negotiations, and transaction financing to the successful completion of the transaction within a defined timeframe.
Confirmations will be considered on a first-come, first-served basis. The number of participants in our seminars is limited.
Highest confidentiality
REGISTRATION AND DATES
OUR OFFER
Structured, detailed and understandable presentation of all relevant aspects of a successful corporate transaction with practical relevance
First-class speakers with many years of practical experience and a proven track record in the areas of M&A, transaction taxes and law
High-quality and detailed seminar materials
Limited number of participants (max. 25 people)
Snacks, drinks, lunch
The registration deadline is one week before the respective event. Confirmations will be considered on a first-come, first-served basis.
The number of participants in our seminars is limited.
Your registration will of course be treated confidentially.
490.00 euros plus VAT per participant
After registration you will immediately receive confirmation of participation in the form of an invoice.
Please note that for organizational reasons, cancellation of participation is no longer possible after registration has been received. However, registered participants may be represented by someone else. (Please notify us of any changes.)
If you would like a neutral invoice regarding the seminar title, please indicate this on your registration form or contact us. For further information, please call +49 611 20571-20.
For individual workshops please contact us
SEMINAR LOCATIONS
11. September 2025 in Düsseldorf
Hotel: Van der Valk Airporthotel
Address:
Am Hülserhof 57
40472 Düsseldorf
16. September 2025 in Frankfurt
Hotel: b'mine Frankfurt Airport
Address:
Georg-Baumgarten-Str. 1
60549 Frankfurt
23. September 2025 in Stuttgart
Hotel: Parkhotel Stuttgart Messe-Airport
Address:
Filderbahnstrasse 2
70771 Leinfelden-Echterdingen
25. September 2025 in München
Hotel: Mövenpick Hotel München-Airport
Address:
Ludwigstrasse 43
85399 Hallbergmoos
18. September 2025 in Hannover
Hotel: Leonardo Hotel Hannover Airport
Address:
Petzelstraße 60
30669 Hannover
PROGRAM
1. Current market environment for corporate transactions (M&A)
2. Preparing a successful corporate transaction
3. Professional process preparation, “equity story”
a. Timeline and procedure of the transaction process
b. Detailed and standard sales/process documents
(including short exposé, long list, information memorandum and
Confidentiality agreement, litigation letter, LOI)
4. Company valuation in detail
a. Preparation of business and financial plan
b. Relevant valuation methods: DCF analysis and
Multiplier process - workshop and case studies
c. Conversion from gross to net enterprise value,
Handling financial liabilities, pension provisions, working capital
5. Possible partners: Strategic vs. institutional investor
6. Due Diligence / Taxes
a. Process and scope of due diligence; Electronic data room
b. Structural considerations and hedging of (tax) risks
c. Tax-optimized corporate transaction
7. Purchase price structuring
a. Maximizing cash purchase price, flexible purchase price adjustment clauses
b. Earn-out arrangements / reinvestments / vendor loans
c. Locked box mechanism
8. Contract drafting for corporate transactions
a. Share deal or asset deal
b. Purchase contract and any other relevant contracts
c. Guarantee catalogue, indemnities, liability limits
9. Transaction financing
a. Preparation of financing, scope of financing
b. Transaction financing with financial investor (LBO)
c. Forms of financing in practice and financing structure
10. Success factors in the M&A process
PROGRAM DOWNLOAD
1. Current market environment for corporate transactions (M&A)
2. Preparing a successful corporate transaction
3. Professional process preparation, “equity story”
I. Timeline and procedure of the transaction process
II. Detailed and standard sales/process documents
(including short exposé, long list, information memorandum and
Confidentiality agreement, litigation letter, LOI)
4. Company valuation in detail
I. Preparation of business and financial plan
II. Relevant valuation methods: DCF analysis and
Multiplier process - workshop and case studies
III. Conversion from gross to net enterprise value,
Handling financial liabilities, pension provisions, working capital
5. Possible partners: Strategic vs. institutional investor
6. Due Diligence / Taxes
I. Process and scope of due diligence; Electronic data room
II. Structural considerations and hedging of (tax) risks
III. Tax-optimized corporate transaction
7. Purchase price structuring
I. Maximizing cash purchase price, flexible purchase price adjustment clauses
II. Earn-out arrangements / reinvestments / vendor loans
III. Locked box mechanism
8. Contract drafting for corporate transactions
I. Share deal or asset deal
II. Purchase contract and any other relevant contracts
III. Guarantee catalogue, indemnities, liability limits
9. Transaction financing
I. Preparation of financing, scope of financing
II. Transaction financing with financial investor (LBO)
III. Forms of financing in practice and financing structure
10. Success factors in the M&A process