The University of Vermont

Vermont Family Business Initiative

Buying, Selling, Succeeding

Legal Aspects of Business Transactions

Date: March 24, 2005
Time:
Presented By: Margaret L. Montgomery, Shareholder, Gravel and Shea.
Location:

 The Middlebury Inn, Middlebury, VT


Description:

 The transaction process in business is complex and ripe with potential for grand success or legal catastrophe. A transaction may take on several forms in the business, from daily purchase orders, to acquiring new product or business lines, to ultimately selling the business, whether to family members or others. Conducting appropriate due diligence and understanding the role of various professionals and advisors in a transaction is critical to the success of the business and the family/business members involved.

 

What you and your business will take away from attending this forum:

  • Understanding and recognizing the legal implications and potential 'red flags' of a business sale transaction.
  • Identifying the motivations and concerns of family, non-family and third parties in the transaction process.
  • Understanding the legal structure of an acquisition or sale agreement and the scope of protection it affords.

Presenter Bio:

 Margi Montgomery started her career working for an interest group in Washington, D.C. After she attended law school, she practiced with 2 large firms in New York City. In 1989, she joined the firm and relocated to Vermont. Ms. Montgomery received her J.D. from Case Western Reserve University in 1984. She is a member of the Chittenden County, Vermont and New York State Bar Associations as well as the American Bar Association, Section of Business Law. Her specific areas of practice include Business Formation and RepresentationFinancings, and Mergers and Acquisitions. Previously, she was an Adjunct Professor of Undergraduate and Graduate Programs at Saint Michael’s College, from 1990-1997.

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    Vermont Training Program Grants

    Program Grants Available

    Non-credit workshops and courses only

    Employees working in the industries of: manufacturing, healthcare, informational technology, telecommunications, and environmental engineering may be eligible for up to a 50% discount on courses. This grant is offered through a partnership with the Vermont Training Program and the Department of Economic Development. For more details call 888-222-3413 or 802-656-4033.

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