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Securities, Mergers, and Acquisitions in Wisconsin

Product ID: AK0243
Published By: State Bar of Wisconsin PINNACLE
ISBN: 978-1-57862-702-8

Be ready to help businesses grow

Whether your business clients want to increase their enterprises through acquisitions, merger, or stock sales, you’ll be prepared to advise them with help from Securities, Mergers and Acquisitions in Wisconsin, You’ll find that it’s packed with relevant case law and time-saving checklists, cautions, caveats, sample language, and practice tips.

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Be ready to help businesses grow

Whether your business clients want to increase their enterprises through acquisitions, merger, or stock sales, you’ll be prepared to advise them with help from Securities, Mergers and Acquisitions in Wisconsin, You’ll find that it’s packed with relevant case law and time-saving checklists, cautions, caveats, sample language, and practice tips.

Read More ↓

386 pp.; 4th ed. 2024

  • Get a summary of federal securities regulations and the myriad rules and case law affecting their implementation
  • Learn the nuances of the Wisconsin Securities Law - a.k.a. “Blue Sky Laws”
  • Review what’s required before and during a takeover, and how best to protect the interests of your clients
  • Have the important information at hand on the types of mergers allowed among corporations, LLCs, and LLPs
  • Have a broad overview of the ins-and-outs of buying and selling a small business, with a unique master checklist and due diligence checklist for buyers to provide further guidance
  • Learn about the requirements in the Regulation Crowdfunding rules

The 2023-2024 revision includes a number of changes such as:

  • A new due diligence checklist in chapter 5 for the attorney of the buyer of another business 
  • Discussions about the standardization of integration provisions across several regulations
  • Inclusion of recently added disclosure requirements for Form 10-K and Form 10-Q
  • Review of updates to test-the-waters provisions in Regulation A and Regulation Crowdfunding rules
  • Updated discussion about the effects of a merger or interest exchange

The 4th edition has been carefully revised to update the statutory language and citations to the Wisconsin Statutes in response to 2021 Wis. Act 258. The new edition also revises the dollar thresholds that trigger certain reporting requirements or that set limitations on issuers and investors. 

State Bar of Wisconsin PINNACLE® is the premier publisher of practice guides and handbooks for Wisconsin's attorneys, written by Wisconsin's attorneys. PINNACLE relies on the expertise and contributions of volunteers from within the State Bar of Wisconsin membership to help develop and deliver timely, relevant information to assist Wisconsin's attorneys provide the highest-quality representation and service.

About the Authors

For an in depth view of the content in this book, please click to view Table of Contents

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To help you keep your books up to date and save money, the State Bar offers an automatic supplementation service for print books. With this service, new supplements and revisions are mailed automatically with an invoice. The invoice includes the cost of the supplement or revision at a 10% discount, the standard postage and handling charge, and Wisconsin sales tax. Return privileges apply, and you may cancel your subscription at any time. If you DO NOT wish to subscribe to new supplements or revisions, please opt out at checkout or notify Customer Service after you order at (800) 728-7788.

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For information about these options or becoming a PINNACLE books distributor, please contact us at (800) 728-7788 or service@wisbar.org.

Try Books UnBound for Free

Books UnBound® is the exclusive online digital resource from State Bar of Wisconsin PINNACLE® books that Wisconsin attorneys have trusted and relied on for decades, including all the “brown binders” and other treatises, the Wisconsin Attorney’s Desk Reference, Wisconsin Judicial Benchbooks, and now all of our most recent books previously released in print only. Featuring a fast, user-friendly interface protected by two-factor authentication, a powerful search function, an expanded notes feature, and one-click access to Fastcase and other primary law resources, Books UnBound is a one-stop shop for all your legal research needs.

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Have questions? Interested in a training session at your office? Contact our Books UnBound team at sbwbooks@wisbar.org or by phone at (800) 444-9404 ext. 6113.

No forms

By Victor Reckmeyer on 11/21/2019

Format: Book (Print)

Practice guides from Wisconsin Bar Association should have sample forms. This book does not. One star.

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Customer Reviews

No forms

By Victor R on 11/21/2019

Format: Book (Print)

Practice guides from Wisconsin Bar Association should have sample forms. This book does not. One star.