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Elizabeth L. Morgan - Mergers and Acquisitions
Profile
Elizabeth efficiently advises businesses and nonprofits on corporate issues and legal transactions.
Her practice includes drafting documents for business formation, mergers, acquisitions and governance; assisting in corporate reorganizations and succession planning; performing due diligence reviews; and providing general corporate counseling to small and mid-size businesses.
Elizabeth drafts and reviews contracts, along with:
Ancillary documents related to closing M&A transactions
Operating agreements
Confidentiality agreements
Separation agreements
Stock redemption and transfer agreements
Membership interest transfer agreements
Master services agreements
Data privacy agreements
Privacy and terms of use policies
Amid the COVID-19 pandemic, Elizabeth has been engaged in advising small businesses on issues related to the Paycheck Protection Program (PPP), including eligibility, permissible uses and loan forgiveness.
Honors & Affiliations
Listed in:
The Best Lawyers in America® Ones to Watch, Mergers and Acquisitions, 2024 - 2025
Articles
New Challenges to Family Business Succession Planning: Life Insurance and Tax Implications
June 27, 2024
Employee Retention Tax Credit Consultants and Eligibility: Traps for the Unwary
September 15, 2023
SEC Announces New Disclosure Requirements: Pay versus Performance
September 14, 2022
Buyer Beware: Privacy and Cybersecurity in M&A Transactions
January 24, 2022
Update: President Biden Signs PPP Extension Act of 2021; PPP Extended for Applicants to May 31, 2021
March 30, 2021
PPP Extension Passes Senate; Awaits President’s Signature
March 26, 2021
PPP Expires March 31, 2021 (Legislation Pending to Approve Extension); SBA Issues Updated First and Second Draw Applications
March 23, 2021
Update: SBA Announces Launch Date of April 8, 2021 for Shuttered Venue Operators Grant; Issues New Guidance and Changes to Program
March 23, 2021
Increased PPP Eligibility for Larger Nonprofits
March 17, 2021
For Two Weeks, Only Businesses With Fewer than 20 Employees May Apply for PPP - February 24 through March 9
February 22, 2021
Shuttered Venue Operators Grant or PPP? Issues for Live Entertainment Venues
February 2, 2021
What’s On the Horizon: 2021 State and Federal Data Privacy Legislation
January 26, 2021
Rundown of Updated PPP Forgiveness Application Forms for Both First and Second Draw Loans
January 21, 2021
Reopening of All First and Second Draw PPP Loan Applications Starts Tuesday, Jan. 19, 2021
January 15, 2021
Update: SBA Announces Launch Date For First and Second Draw PPP Loan for Borrowers with Community Lenders - Eligibility, Payroll Cost Calculation and Documentation Requirements for First and Second Draw of PPP Loan Applications
Updated January 11, 2021
Overview of the Stimulus Bill and Aid to Small Businesses
Updated December 28, 2020
Troubling PPP Update: SBA Intends to Require Borrowers with Loans Over $2 Million to Complete a New Loan Necessity Questionnaire
November 10, 2020
Asset Sales, Changes in Ownership and the PPP Loan
October 7, 2020
PPP Safe Harbor 1: An Outline of New York Executive Orders to Rely On for Your Forgiveness Application
September 24, 2020
PPP Update: Amended Max Compensation Rule for Owner-Employees with Less Than 5 Percent Ownership and Eligible Nonpayroll Costs Clarified
August 27, 2020
Syracuse Industrial Development Agency Announces COVID-19 Emergency Relief Program for Small Business and Nonprofits
July 31, 2020
SBA Further Clarifies PPP Forgiveness Rules and Procedures
June 25, 2020
SBA Issues Guidance and Updated Documents for Extended 24-Week Covered Period, Releases Simplified PPP Forgiveness Application, and Announces All PPP Loans Over $150,000 Will Be Publicly Disclosed
June 22, 2020
Congress Approves Major Changes to the Paycheck Protection Program, But Questions Remain
June 5, 2020
All You Need to Know About the PPP Loan Forgiveness Application
Updated May 27, 2020 [Posted May 23, 2020]
SBA Authorizes PPP Loan Increases for Certain Partnerships
May 19, 2020
SBA Updates Key Guidance on Good-Faith Certifications Concerning the Paycheck Protection Program
May 13, 2020
The “Uncertainty” of the Paycheck Protection Program Economic Uncertainty Certification
Updated May 6, 2020 [Posted April 30, 2020]
Federal Funding Update for School District Clients
April 28, 2020
Effect of Employee Salary and Headcount Reductions When Calculating PPP Loan Forgiveness
April 22, 2020
Summary of Federal Relief Loans Available to Large and Mid-Size Businesses Amid the COVID-19 Pandemic
April 17, 2020
Update: Paycheck Protection Program Guidance on Eligible Self-Employed Individuals and Inclusion of Partners/Members in Calculation of Payroll Costs
April 15, 2020
Update: Small Businesses May Apply for the Paycheck Protection Program Starting Friday, April 3, 2020
April 1, 2020
Summary of Federal Relief Loans Available to Small Businesses Amid the COVID-19 Pandemic
March 30, 2020
What to Expect in the CARES Act
March 27, 2020
Small Business Loans May Be Available to Entities Impacted by COVID-19
March 23, 2020
What School Districts Need to Know About The New Public Charge Regulations
February 3, 2020
What's on the Horizon? How US Federal and State Governments are Expanding Data Privacy Laws in the Wake of GDPR
January 28, 2020
Profile
Elizabeth efficiently advises businesses and nonprofits on corporate issues and legal transactions.
Her practice includes drafting documents for business formation, mergers, acquisitions and governance; assisting in corporate reorganizations and succession planning; performing due diligence reviews; and providing general corporate counseling to small and mid-size businesses.
Elizabeth efficiently advises businesses and nonprofits on corporate issues and legal transactions.
Her practice includes drafting documents for business formation, mergers, acquisitions and governance; assisting in corporate reorganizations and succession planning; performing due diligence reviews; and providing general corporate counseling to small and mid-size businesses.
Elizabeth drafts and reviews contracts, along with:
Ancillary documents related to closing M&A transactions
Operating agreements
Confidentiality agreements
Separation agreements
Stock redemption and transfer agreements
Membership interest transfer agreements
Master services agreements
Data privacy agreements
Privacy and terms of use policies
Amid the COVID-19 pandemic, Elizabeth has been engaged in advising small businesses on issues related to the Paycheck Protection Program (PPP), including eligibility, permissible uses and loan forgiveness.
Read Full Profile >
Honors & Affiliations
Listed in:
The Best Lawyers in America® Ones to Watch, Mergers and Acquisitions, 2024 - 2025
Articles
New Challenges to Family Business Succession Planning: Life Insurance and Tax Implications
June 27, 2024
Employee Retention Tax Credit Consultants and Eligibility: Traps for the Unwary
September 15, 2023
SEC Announces New Disclosure Requirements: Pay versus Performance
September 14, 2022
Buyer Beware: Privacy and Cybersecurity in M&A Transactions
January 24, 2022
Update: President Biden Signs PPP Extension Act of 2021; PPP Extended for Applicants to May 31, 2021
March 30, 2021
PPP Extension Passes Senate; Awaits President’s Signature
March 26, 2021
PPP Expires March 31, 2021 (Legislation Pending to Approve Extension); SBA Issues Updated First and Second Draw Applications
March 23, 2021
Update: SBA Announces Launch Date of April 8, 2021 for Shuttered Venue Operators Grant; Issues New Guidance and Changes to Program
March 23, 2021
Increased PPP Eligibility for Larger Nonprofits
March 17, 2021
For Two Weeks, Only Businesses With Fewer than 20 Employees May Apply for PPP - February 24 through March 9
February 22, 2021
Shuttered Venue Operators Grant or PPP? Issues for Live Entertainment Venues
February 2, 2021
What’s On the Horizon: 2021 State and Federal Data Privacy Legislation
January 26, 2021
Rundown of Updated PPP Forgiveness Application Forms for Both First and Second Draw Loans
January 21, 2021
Reopening of All First and Second Draw PPP Loan Applications Starts Tuesday, Jan. 19, 2021
January 15, 2021
Update: SBA Announces Launch Date For First and Second Draw PPP Loan for Borrowers with Community Lenders - Eligibility, Payroll Cost Calculation and Documentation Requirements for First and Second Draw of PPP Loan Applications
Updated January 11, 2021
Overview of the Stimulus Bill and Aid to Small Businesses
Updated December 28, 2020
Troubling PPP Update: SBA Intends to Require Borrowers with Loans Over $2 Million to Complete a New Loan Necessity Questionnaire
November 10, 2020
Asset Sales, Changes in Ownership and the PPP Loan
October 7, 2020
PPP Safe Harbor 1: An Outline of New York Executive Orders to Rely On for Your Forgiveness Application
September 24, 2020
PPP Update: Amended Max Compensation Rule for Owner-Employees with Less Than 5 Percent Ownership and Eligible Nonpayroll Costs Clarified
August 27, 2020
Syracuse Industrial Development Agency Announces COVID-19 Emergency Relief Program for Small Business and Nonprofits
July 31, 2020
SBA Further Clarifies PPP Forgiveness Rules and Procedures
June 25, 2020
SBA Issues Guidance and Updated Documents for Extended 24-Week Covered Period, Releases Simplified PPP Forgiveness Application, and Announces All PPP Loans Over $150,000 Will Be Publicly Disclosed
June 22, 2020
Congress Approves Major Changes to the Paycheck Protection Program, But Questions Remain
June 5, 2020
All You Need to Know About the PPP Loan Forgiveness Application
Updated May 27, 2020 [Posted May 23, 2020]
SBA Authorizes PPP Loan Increases for Certain Partnerships
May 19, 2020
SBA Updates Key Guidance on Good-Faith Certifications Concerning the Paycheck Protection Program
May 13, 2020
The “Uncertainty” of the Paycheck Protection Program Economic Uncertainty Certification
Updated May 6, 2020 [Posted April 30, 2020]
Federal Funding Update for School District Clients
April 28, 2020
Effect of Employee Salary and Headcount Reductions When Calculating PPP Loan Forgiveness
April 22, 2020
Summary of Federal Relief Loans Available to Large and Mid-Size Businesses Amid the COVID-19 Pandemic
April 17, 2020
Update: Paycheck Protection Program Guidance on Eligible Self-Employed Individuals and Inclusion of Partners/Members in Calculation of Payroll Costs
April 15, 2020
Update: Small Businesses May Apply for the Paycheck Protection Program Starting Friday, April 3, 2020
April 1, 2020
Summary of Federal Relief Loans Available to Small Businesses Amid the COVID-19 Pandemic
March 30, 2020
What to Expect in the CARES Act
March 27, 2020
Small Business Loans May Be Available to Entities Impacted by COVID-19
March 23, 2020
What School Districts Need to Know About The New Public Charge Regulations
February 3, 2020
What's on the Horizon? How US Federal and State Governments are Expanding Data Privacy Laws in the Wake of GDPR
January 28, 2020