This event presented by Lerch Early & Brewer examined ways CPAs can help clients and their attorneys during each step of the sale of a business to optimize clients’ returns and minimize post-sale conflicts and liabilities.

Topics included:

  • Long and short term preparation for sale
  • The marketing process and selection of a broker or investment banker
  • Identifying potential purchasers and assessing letter of interest
  • Assisting in negotiating the LOI
  • Assisting in due diligence
  • Assisting in negotiation of the purchase agreement, including tax planning, working capital, representations and warranties
  • Closing the deal

Target Audience
CPAs who work with privately-held companies and their owners

4:00 – 4:15 Check-in
4:15 – 5:30 Program
5:30 – 7:00 Happy Hour

Parking in our building is extremely limited. Please plan on using one of the convenient public parking garages listed on the “Directions” tab at

Please contact Anne Core at [email protected] with any questions or comments about the event or issues with your registration.

About Lerch Early
Lerch Early’s business and tax attorneys serve primarily successful mid-sized business owners with strong market reputations, as well as inspired start-up entrepreneurs. We serve as general counsel, providing strategic advice on a daily basis, while growing a deep knowledge of our clients’ businesses, the laws affecting them, and the realities of the environments in which they operate. While many of our relationships extend over decades, we often are specially retained by business owners to guide them in negotiating and closing on efforts to buy or sell businesses. Our clients have trusted us in recent years to quarterback and close well more than a billion dollars in transactions. With 60 lawyers and more than half a century of experience in Maryland, the District of Columbia, and Northern Virginia, Lerch Early helps companies, nonprofits, and individuals rise to every challenge in business, real estate, litigation, and life.


Lerch, Early & Brewer
7600 Wisconsin Ave., Ste. 700
Bethesda, MD 20814

See parking info below


Name: Anne Core

Title: Director of Marketing

Email: [email protected]

Phone: 301-961-6096


Registration is complimentary, but space is limited.