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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.

Agenda

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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