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.
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Why Lorman?
Over 36 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 36 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.
- AK CLE 1.5
- Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.7
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.7 hours credit.
- Arizona CLE 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- GA CLE 1.5
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
- IL CLE 1.5
- This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
- MO CLE 1.8
- This course qualifies for self-study CLE credit in Missouri.
- NM CLE 1.6
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.6 hours of credit.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
- RI CLE 2.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
- VT CLE 1.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WA CLE 1.75
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.75 hours of A/V credit under the Law & Legal Procedure category.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
More Program Information
Why Lorman?
Over 36 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
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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Credit
More Program Information
Why Lorman?
Over 36 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.

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