CLE Courses

Understanding Secondary Transactions

Monday, November 19, 2018
12:30 PM - 01:30 PM Eastern Standard Time

Please join us for a presentation for an overall view of understanding secondary transactions.


  • Background
  • What is a secondary transaction?
  • Motivations for buyers and sellers
  • Market trends
  • Stages of a Secondary Transaction
  • Preparing for the sale
  • Pricing of the interests
  • Letter of Intent
  • Purchase and Sale Agreement
  • Transfer documents
  • Tax and ERISA Considerations
  • Other Structures and Considerations


Please contact Brenda S. Mevorah at

CLE credit: CLE credit is currently pending approval in: CA, NY, PA, TX, NJ and FL (via reciprocity).