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A framework for understanding your private equity client’s business in order to help protect their interests. This course discusses what PE clients are concerned with during three stages of an investment—the acquisition phase, the holding period, and the divestment phase. It looks at valuing a target, maximizing returns, operational improvements, and exit strategies.

An introductory course on Software-as-a-Service agreements. It covers how SaaS agreements are structured, the customer access and subscription terms that set them apart from software licenses, and the vendor's warranty and liability provisions.

Tips and tricks to help you work more efficiently in Excel.

An examination of the complete revenue cycle at law firms, covering billable hours, alternative fee arrangements, the billing process, collections, write-offs, write-downs, and realization rates.

After the main financial terms of a venture deal are agreed, it’s usually up to the lawyers to work out the actual price per share. This course explains how these calculations work, and suggests a couple of useful Excel tips.

Checklist for substantive review of legal authorities in a brief, format of legal and record citations, common mistakes, and when in the drafting process to prevent errors.

An introduction to different types of securities and securities offerings, including an overview of the IPO process, greenshoe options, follow-on offerings, and shelf registrations and takedowns.

This program teaches lawyers about various aspects of two advanced M&A concepts found in acquisition agreements – Claims ‘If True’ provisions and the concept of indemnifiable losses (with a focus on the definition of “Loss”). It covers drafting and negotiating tips and buyer and seller perspectives.

Advanced guidance on expert reports and rebuttals, including how to work with your expert to help them effectively plan and draft their reports. Focuses on the Opinions section, but then looks closely at the other sections of the report as well. Also gives strategic advice on drafting Daubert motions and Daubert oppositions. Covers specific ways to attack and defend an expert’s methodology, as well as how to select the best arguments.

Explains key concepts in financial reporting and accounting, such as accrual accounting, revenue recognition, and depreciation and amortization. This track also covers the roles in a finance department; the processes of accounting, financial reporting, and audits; and how to analyze a company’s annual report and financials.

Explains the main documents and key provisions in M&A deals, and provides an overview of the M&A deal process from start to finish. This track also explains the structures of M&A deals including asset and stock sales, direct mergers, and forward and reverse triangular mergers.

This track explores how private equity deals are financed, how management incentives are structured, and the strategies funds use to create value.