About the course

June 3 to July 29, 2024

Mondays 7:00 - 8:15 pm EST (no class on July 1)

Course price includes applicable taxes ($995 + HST)

4L's Closings (M&A) 101 course will give you the knowledge required to successfully draft a variety of M&A ancillary documents, including closing agendas, share transfer powers, directions, receipts and resolutions.

It's one thing to take a precedent and change the names and dates. It's another thing to actually understand what you're doing and why you're doing it. We'll teach you all of those things, so that you can do better work and make way fewer mistakes. As result, we think you'll feel a whole lot less anxious when you're rushing to help get a deal closed.

This course will also provide you with an understanding of general concepts and principles involved in closing an M&A transaction. You'll gain a whole lot more insight into what goes on during a typical M&A transaction.

FAQ

  • Who should take this course?

    This course is designed for summer students and incoming articling students in Canada. However, we welcome others to join us if they are interested.

    M&A closings are largely consistent across Canada, so no matter which province you're from, we're confident you'll find this course extremely helpful!

  • Is this course offered online?

    All sessions will be conducted by Zoom. But unlike virtual law school, these are actually going to be fun and extremely interactive. You definitely won't be bored!

  • Does this course qualify for CPD hours?

    For Ontario lawyers, this course contains 10 hours of Substantive Content. For B.C. lawyers, this course has been approved for 10 hours of CPD.

  • I'm already so busy. How will I have time to attend class each week?

    We know how busy you are. And as practicing lawyers, we're really busy too!

    One of the things we've learned is that if you understand WHAT you're being asked to do and WHY you're being asked to do it, you'll actually be able to get your work done much faster.

    So sure - you might be investing some time to come to class. But with everything we'll teach you, we're pretty confident that you'll end up saving way more time than you invest taking this course!

  • Is tax included in the price?

    Yes - tax is included in the price. We are registered for GST/HST. Unfortunately, Thinkific doesn't allow us to easily add tax to the price, so tax is included. This makes the list price look higher than it is.

    If you are located on the East Coast, then technically you're paying a little less for the course (since tax rates are higher). We'll eat that difference on our end.

    If you're located in a province that doesn't have HST, then we inadvertently charged you a little bit extra (since prices are based on the assumption that 13% tax is included).

    If you're paying out of pocket (i.e. not getting reimbursed by your employer), then just shoot us an email after you register ([email protected]) and we'll refund you the difference.

    It's not the most elegant solution, but it's a temporary one that's equitable at least!

  • If I drop the course, can I get a refund?

    See our Terms of Service (linked in the footer of this website) for our full refund policy.

    If you request a refund within 24 hours after signing up for a class, we'll grant it. After 24 hours, we'll use our discretion a little more.

  • Who do I contact if I have any questions?

    Contact [email protected] if you have any questions about this course.

Course curriculum

  • 1

    Week 1: Welcome to the Course & Intro to M&A (part 1)

    • Welcome to the Course & Intro to M&A (part 1)

    • How to use Thinkific

    • Course outline

    • Terms of Service & Privacy Policy

    • Closings (M&A) Fundamentals - Class 1 - Takeaways
  • 2

    Week 2: Intro to M&A (part 2)

    • Intro to M&A (part 2)

    • Closings (M&A) Fundamentals - Class 2 - Takeaways

    • PPSA Search Result for Class 2
  • 3

    Week 3: Intro to Ancillary Documents

    • Intro to Ancillary Documents

    • Closings (M&A) Fundamentals - Class 3 - Takeaways

    • Share Purchase Agreement for Class 4
  • 4

    Week 4: Intro to Closing Agendas

    • Intro to Closing Agendas

    • Closings (M&A) Fundamentals - Class 4 - Takeaways

    • Closing Agenda Precedent for Homework
  • 5

    Week 5: Closing Agenda drafting review; intro to drafting ancillary documents

    • Closing Agenda drafting review: intro to drafting ancillary documents

    • Correct Closing Agenda

    • Precedent Documents for Homework
  • 6

    Week 6: Ancillary documents drafting review; intro to Closing Folders/DocuSign

    • Ancillary documents drafting review; intro to Closing Folders/DocuSign

    • Link to Closing Folders' instructional videos

    • Ancillary Documents for upload to Closing Folders
  • 7

    Week 7: How to properly use Closing Folders/DocuSign during an M&A transaction

    • How to properly use Closing Folders/DocuSign during an M&A transaction
  • 8

    Week 8: Course Wrap-Up

    • Course Wrap-Up