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Transactional Due Diligence and Disclosure Schedules

“I developed practical legal skills that went far beyond the legal training provided in law school. I particularly enjoyed the opportunity to work on corporate transaction assignments that were similar to what a law firm would experience.”
Associate Am Law 100 Firm
This course focuses on how legal diligence can impact deal structure and, alternatively, how a definitive transaction structure will impact diligence. The instructor will (i) review a standard diligence request list and discuss what to look for when conducting diligence (on both the acquiring and acquirer side) and (ii) cover practical tips on how to best approach and organize the diligence task. This course will survey various areas of diligence and what issues to anticipate; particular emphasis will be given to assignment and change of control provisions.

Real practice. Real feedback. Real growth.

Upon completion of this course, participants will be able to:

  • Prepare a basic due diligence checklist and organize the due diligence process
  • Conduct due diligence reviews of a variety of document types
  • Identify and report on common due diligence “red flags”
  • Interpret disclosure schedules and identify how they relate to both due diligence and representations and warranties.

The AltaClaro Difference

Effective Learning with ROI--Backed by Education Science

Step 1: Learn

Learn at your own pace, absorbing lessons in short, easily digested segments led by experienced practitioners.

Step 1: Learn

Step 2: Do

Apply what you've learned to solve real-world client scenarios, using transaction documents derived from actual deals.

Step 2: Do

Step 3: Review

Deepen your learning in virtual review sessions with an experienced practitioner. Review model answers and ask questions.

Step 3: Review

Step 4: Build

Leverage performance insights from Benchmark360 to deliver partner-led, in-person internal workshops tailored to your firm's preferred way of practicing.

Step 4: Build

Empower Associates to Own Their Growth

Empower your associates with detailed, personalized feedback on simulated assignments in key practice areas, focusing on core competencies, practical skills, and substantive legal know-how. 

This targeted approach fosters:

Clear Insight

Associates gain a strong understanding of their strengths and areas for growth.

Focused Development

Associates can prioritize the core competencies, skills and issues most critical for their success.

Greater Self-Awareness

Associates are empowered to take ownership of their professional development journey.

Unlock Your Firm's Full Talent Potential

Gain valuable training insights through consistent, objective feedback on simulated legal assignments, enhancing your associate talent development goals.

This focused, scalable method provides firms:

Address Skill Gaps

Identify skills gaps early in an associates' development phase to provide coaching and support where needed.

Standardized Assessments and Early Identification of Talent

Ensure fair and consistent evaluation across the firm while recognizing and nurturing high-potential associates.

Data-Driven Insights and Efficient Resource Allocation

Make informed decisions about training and development by targeting mentoring and internal training where it's needed most.

Class Content Overview

Level: Basic/Intermediate

This class is suitable for attorneys who have a general interest in corporate and/or M&A transactions with some exposure to basic corporate transactions. It is recommended that participants complete AltaClaro’s Essentials of Contract Drafting and Forming Corporations & Other Entities (and/or otherwise have some basic exposure to contract basics and corporate structures as a junior attorney) prior to taking this course. It may be helpful to take this course in conjunction with one of AltaClaro's Mergers and Acquisitions courses, such as Drafting and Negotiating Stock Purchase Agreements, as those types of agreements require due diligence and contain schedules.

Course Details

2 CLE credits are available for each course.

Participants are tasked with reviewing one of the seller’s contracts using a due diligence summary template and highlighting potential due diligence issues.

Instructors Who Practice What They Teach

Our vetted instructors are global practitioners with outstanding professional and educational qualifications and demonstrated achievement in their fields. All have 10+ years Big Law experience.

In addition to their accomplishments as practitioners, our instructors are also passionate about teaching. We carefully interview instructor candidates to assess personality, domain expertise and effectiveness in the classroom. Our instructors must maintain a 4.5 out of 5 rating from students.

Our Trusted Network of the World’s Leading Law Firms

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Praise for Our Legal Instructors

“Doug was very engaging, which was helpful and kept the review session moving.”
AM Law 200 Firm
“John had deep subject matter insight. It was an excellent class.”
AM Law 200 Firm
“Hellen did a fantastic job at meeting us at our experience level ...great war stories and practical tips.”
AM Law 200 Firm
“I really enjoyed this live session. The instructor did a great job: he seemed both well-prepared and he was genuinely engaging.”
AM Law 200 Firm
“Mick didn't just walk through the corrections but the thought process behind each change and how it would effect/protect the client.”
AM Law 200 Firm
“The instructor was great and had a lot of great insights to share.”
AM Law 200 Firm
Online

Class material is 100% online, accessible by all standard web browsers. Use your desktop, laptop, tablet, or smartphone--your progress will by synced across all devices.

On-Demand

The class is fully asynchronous. Do the work at your own pace, turn in your assignment when you're ready, and get instant feedback via model answers and video review sessions.

Interactive

Learn with dynamic, interactive modules that keep you engaged in active learning using a variety of learning modes.

Experiential

Includes practical assessments throughout the class, plus a capstone assignment where you apply your skills in the context of a real-world matter.

Interested in this Class?

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