Conducting Effective Corporate Due Diligence

The proper exercise of due diligence involves an understanding of the legal and business implications driving the parties to the transaction. Do you have a thorough understanding of due diligence requirements for the review of contracts, financial statements and intellectual property? Do you know the issues to consider and the information to look for during a review of corporate documentation, and why? Do you have comprehensive due diligence precedents, such as Request Lists and Minute Book Review forms?

This 11th Annual Osgoode Professional Development course is designed to teach you the due diligence requirements in various corporate transactions. A faculty of experienced practitioners will provide practical due diligence strategies from inception of the transaction through to the rendering of the opinion. Topics to be covered include:

  • The objectives of due diligence
  • What you should expect to find in a properly kept minute book
  • Which minute book discrepancies could create problems for your clients?
  • How to quickly interpret and effectively analyze search results
  • How to identify risks associated with problematic contract clauses
  • The relationship between financial statements and pricing
  • How to deal with debt financing risks identified in the due diligence process
  • The essential steps of intellectual property due diligence
  • Scope and reliance issues in environmental consulting reports

You will also benefit from the materials prepared for this course (including checklists), which will remain a valuable resource long after the course is over.

Plus, if you want additional coverage of the basics of Corporate Due Diligence in a more interactive setting, you can attend the Optional Half-day Workshop, Putting it All Together: Hands-On Interactive Exercise on November 9, 2010 from 9:00 a.m. to 12:00 p.m. This interactive session will ensure you walk away with the most from this course.

If you also register for the 11th Annual Perfect Your PPSA Skills course (November 10, 2010), you’ll qualify for special pricing for both programs.

 

Jason K.S. Bullen, Cassels Brock & Blackwell LLP

OPD Program Lawyer

Myrsini Rovos

mrovos@osgoode.yorku.ca