Examine the top three concerns for lawyers dealing with business sales and transactions. Learn how to properly conduct due diligence in preparation for a business purchase, deep-dive into the employment issues of concern in a sale of a business and explore best practice for managing intellectual property and intangible assets throughout the transaction process. Gain practical insights and actionable strategies to help you navigate complex transactions with confidence.
2.00pm to 3.00pm Essential Strategies: Preparation and Due Diligence for a Successful Business Transaction
- Effective due diligence to mitigate transaction risk
- Structuring the purchase price
- Warranties, indemnities, and limitations of liability: current trends
Presented by Juliet Short, Partner, Duncan Cotterill
4.15pm to 5.15pm Managing the Transfer of Intellectual Property During a Business Sale
- Steps to take to ensure your IP is ready for transaction
- Determining ownership, relevance, and value of an IP
- Identifying problems with the IP: infringement issues, title issues, and rights of use
- Essential IP warranties that the seller should provide
- What needs to be done post transaction
Presented by Anton Blijlevens, Principal, AJ Park Law Limited
Learning Objectives:
- Develop the ability to conduct thorough due diligence and structure purchase price effectively in business sales
- Gain insights into employment issues during business sales
- Learn how to prepare intellectual property for sale
Description
Attend and earn 3 CPD Hours
Chair:
3.00pm to 4.00pm Strategic Insights into Employment Issues in a Business Sale
- Understanding the significance of employment factors in business sales
- Navigating workforce transition and the Employment Relations Act
- Essential due diligence practices
Presented by Jodi Sharman, Partner, Hesketh Henry
4.00pm to 4.15pm Break
Presenters
Juliet Short, Partner, Duncan Cotterill
Juliet specialises in corporate and commercial law, advising on business establishments and restructuring, mergers and acquisitions and the drafting and negotiating of commercial contracts. She has extensive experience both in private practice and in-house across a range of industries including insurance, primary industries, technology, and manufacturing. With experience working in-house on secondment in the insurance and primary industries sectors, you will benefit from Juliet’s practical and commercially-focused advice.
Jodi Sharman, Partner, Hesketh Henry
Jodi is a Partner in the Employment Law team at Hesketh Henry and has been practicing employment law for nearly two decades. Jodi has considerable experience in working with employees, employers and unions on a wide range of employment law matters and litigation issues. Jodi has appeared in the Employment Relations Authority, Employment Court, District Court and High Court, and frequently represents clients in negotiations and mediations. Jodi is a member of The Law Association, and its Employment Law Committee, as well as the New Zealand Law Society. Her expertise in the employment law sector has been recognised by the major legal directories, including Chambers Asia-Pacific. Jodi enjoys the people factor in employment law and being involved in the employment law issues facing clients who operate in different industries and professions. Jodi brings a pragmatic approach to legal issues with a focus on client communication and delivering practical and commercial outcomes.
Anton Blijlevens, Principal, AJ Park Law Limited
Anton joined AJ Park in 1994 after graduating from the University of Canterbury with a Masters degree in mechanical engineering. He gained his law degree from The University of Auckland in 2004. Experienced in IP protection strategies and conducting IP audits for mechanical and manufacturing technology firms, Anton has a track record of helping exporters be successful locally and internationally. As head of AJ Park’s specialist China team, Anton provides IP strategy advice to Australian and New Zealand companies looking to do business in or with China. His clients come from diverse industries such as packaging, marine engineering, aviation, agritech, and heavy engineering. Anton has received many industry awards including a listing as one of New Zealand’s top legal practitioners in the field of patents in the 2017 Expert Guides. He was also listed as one of the world’s leading patent professionals in the 2016 IAM Patent 1000 index.
