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OnDemand Course

Proper Documentation on Buying or Selling Debt

Meet the crucial documentation requirements to best position yourself for a positive outcome.

Highly sensitive documentation is exchanged before and after a sale or purchase of debt which can be a difficult path to navigate without experience and expertise. This process can feel like looking for a golf ball in a snowstorm without a trained eye to identify the key valuable components. This information will help the people involved in a debt sale or purchase critically think through this challenging process, address the necessary questions and meet the crucial documentation obligations to best position themselves for a positive outcome. An industry professional who has been trusted by top executives to advise them in a debt purchase or sale process will share with you his strategy for a successful and proper execution focusing on the proper documentation this process involves.

100 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Assess the Debt You Are Purchasing/Selling

What Information Will Be Needed?

How Does Information Effect Value?

Transfer of Information/Documents

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on May 20, 2019.

Call 1-866-352-9540 for further credit information.

No Credit Available

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Michael Lamm

Michael Lamm

Corporate Advisory Solutions, LLC

  • Managing partner at Corporate Advisory Solutions, LLC
  • Oversees and executes on M&A engagements, investment opportunities, compliance/regulatory assessments, strategic consulting, valuation, expert witness litigation matters while also charting the firm’s corporate direction and strategic growth plan
  • Actively involved in leading industry associations including ACA (international affiliate board member), Institute for Collection Leadership (ICL – board advisor), Receivables Management Association (RMA), the Association for Corporate Growth – Philadelphia chapter (membership committee), the American University Alumni Association (chapter leader) and the Healthcare Financial Management Association (HFMA)
  • Frequent speaker and contributor to industry publications
  • Cofounded the U.S.-Israel Business Exchange in Washington, D.C.
  • Awarded a degree in international studies by American University
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More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
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  • Executive Reports
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Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 404148
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