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Transactional Due Diligence and Disclosure Schedules

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.

Class Content

Overview

This class addresses the basics of corporate drafting, using a commercial contract as an example. The instructor will focus on technical skills and concepts such as the basic structure of a contract, the interplay of representations and warranties, covenants, and conditions, and drafting and negotiating boilerplate language. 

Due diligence is a key piece of every corporate transaction. You'll learn how deal structure affects DD (and vice versa), what's in a standard DD checklist, issues to look for on both sides of the transaction, and practical tips on organizing and executing. Then you'll practice by modifying a DD template in the context of a simulated deal. 

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 (or otherwise have some basic exposure to contract basics as a junior attorney) prior to taking this course.

Objectives

Upon completion of this Master Class, participants are able to:

  • Prepare a basic due diligence checklist
  • Organize the due diligence process
  • Perform due diligence review of a variety of documents
  • Identify and articulate common due diligence issues

Simulation Exercise

Participants are tasked with modifying a due diligence request template to confirm to the parameters of a specific deal being negotiated by the client.

CLE Credit

2 CLE Credits is available for each course.

Preview

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 2: Do

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

Step 3: Review

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

Instructors Who Practice What They Teach

Success Stories

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Interested in this Class?

Our master classes are delivered in an experiential "bootcamp" framework. Students participate in small cohorts that go through the learning materials, assignments, and live review sessions together with experienced practitioner-instructors.

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