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The Letter of Intent: Crafting a Winning Offer

 The Letter of Intent: Crafting a Winning Offer
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: Some M&A transaction experience involving corporate acquisitions and/or divestitures.
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 16PMA0315
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

A letter of Intent (LOI) is an M&A transaction document that allows the parties to define the parameters of the deal and subsequently provide the foundation for the definitive purchase agreement. As such, the LOI is intended to provide clarity and assurances to the parties involved so that the transaction process can move forward. This webinar explores the use of Letters of Intent in M&A transactions including best practices (sell-side and buy-side), key sections, binding vs. non-binding provisions, potential risks, as well as do's and don'ts.

Learning Objectives

After completing this webinar, attendees will be able to:

- Summarize the common purposes for a Letter of Intent
- Identify the key provisions of a Letter of Intent
- Differentiate between a Letter of Intent and a Term Sheet
- Identify best practices in negotiating a Letter of Intent

Who Should Attend

Investment bankers, M&A advisors, investment and financial analysts, CPAs, financial officers, CEOs, CFOs, and transaction lawyers


Enrique Brito, MBA, CFA, CVA, CM&AA
Mr. Enrique C. Brito is partner and practice leader of corporate advisory services at Tatum, an executive advisory firm in the Washington DC area. He is also managing director at Kaizen Consulting Group, an M&A advisory firm based in Reston, Virginia. Previously, he was senior managing director at The McLean Group, LLC, a national middle market investment bank in Washington DC.

Mr. Brito focuses on advising owners of middle market businesses on how to maximize and harvest business value through the implementation of growth strategies (acquisitions, capital formation, value enhancement) and transition plans (preparation for sale, transaction structuring, and negotiation).

Mr. Brito has more than 25 of experience in investment banking and corporate finance and has been involved in transactions in the U.S. and in several Latin American countries including Mexico, Venezuela, Colombia, and Peru. He is a national instructor in M&A, negotiation, and business valuation topics and is a regular contributor to local business publications as well as a speaker at national conferences on M&A topics.