1. Recording Part #1

    2. Recording Part #2

About this course

  • $49.00
  • 1 CPD hour
  • October 7, 2026

Course Outline

  • Why most M&A lawyers are reactive. Fixing problems as they surface in due diligence or negotiation instead of front-loading the prep so deals close smoother and don't collapse.
  • A live walkthrough of two self-assessment tools, the Exit Ready Audit and Owner Dependence Audit, that accountants can use with clients years before a sale to flag the gaps buyers exploit in diligence.
  • Why the Letter of Intent, not the purchase agreement, is where the real deal gets made, and the mistakes that create fights later when it's treated as a formality.

    • Instructor(s)

    Wes Forgione

    Over his career, Wes has closed upwards of 400 M&A and commercial transactions with a nearly perfect close rate, the lone exception being a gym deal that COVID had other plans for.

    Wes' approach to M&A and commercial transactions is simple: find solutions, not obstacles. Too many lawyers without deep deal experience treat every issue as a roadblock, and deals die because of it.

    He keeps things moving. Working constructively with all sides, finding creative paths forward, and never losing sight of the goal: getting the deal done while protecting his client.