How to Prepare for a Due Diligence Review by Investors, Potential Licensees, and Buyers (with a Little IP Sprinkled In)

Posted on April 8, 2026

April 15, 2026   2:30 – 4:00 p.m. EST

John W. Boger, Partner, Heslin Rothenberg Farley Mesiti

This presentation will outline the many steps that a company should take to best prepare for a corporate due diligence review from both the buyer/investor/licensee and seller/licensor perspective. The discussion will focus on how a company can proactively position itself to cover the many corporate areas that will be reviewed and investigated. From the seller perspective, the presentation will outline what a company can do to best present the value of its assets, including its intellectual property and research and development activities. From a buyer perspective, the discussion will focus on the critical corporate areas that require investigation to mitigate downstream risk post-transaction closure. A checklist that can be used as a guide when either preparing for or undertaking a due diligence review will be shared with all participants.

Register here. 

CenterState CEO

Other Member News

NBT Bank Welcomes Oliver as Business Banking Officer
April 28, 2026

NBT Bank Welcomes Oliver as Business Banking Officer

In his role, Oliver will focus on helping business banking customers clearly define their goals and then connect them with the financial tools that best support their success.

Harris Beach Murtha
April 24, 2026

Harris Beach Murtha Welcomes Class of Eight New Associates

Harris Beach Murtha has strengthened several key practice groups and industry teams with eight talented associates who will practice in New York and Connecticut. The eight have worked at Harris Beach Murtha as law clerks and were recently…

New NACDS Chair David B. Warner Calls for Unity and Transformational Action at 2026 NACDS Annual Meeting
April 24, 2026

New NACDS Chair David B. Warner Calls for Unity and Transformational Action at 2026 NACDS Annual Meeting

Warner accepted the NACDS Chair’s gavel from outgoing Chair Rick Gates, chief pharmacy officer at Walgreens, during the NACDS Annual Meeting’s Tuesday Business Program.

Nascentia Health
April 24, 2026

Let’s Groove Tonight: Nascentia Health Hosts 2nd Annual Disco Inferno in Rome

The high-energy fundraiser will benefit the Nascentia Health Charitable Foundation, supporting patients and families across Central New York.

Tompkins FInancial Corp
April 24, 2026

Tompkins Financial Corporation Reports Record First Quarter Financial Results

The momentum in our earnings and the strength of our balance sheet position us well as we look forward to our future.

NBT Bancorp Inc. Announces First Quarter 2026 Results
April 23, 2026

NBT Bancorp Inc. Announces First Quarter 2026 Results

NBT Bancorp Inc. (“NBT” or the “Company”) (NASDAQ: NBTB) reported net income and diluted earnings per share for the three months ended March 31, 2026.

Vera House Logo
April 23, 2026

Happy Hour with Vera House

Join us for Happy Hour with Vera House on Friday, May 15th from 5:00 – 7:00 pm at Maxwells in downtown Syracuse.

Parents Night Out!
April 21, 2026

Parents Night Out for Child Advocacy Center

Parents, you deserve a night out! Join the Child Advocacy Center of Oswego County for Parents Night Out at Alley Cat in Oswego💃

Rachel's Warrior Run 2
April 21, 2026

Rachel's Warrior Run 2

Join us for Rachel's Warrior Run 5k!