The Importance of Entering into
a Buy-Sell Agreement


The Importance of Entering into
a Buy-Sell Agreement

Written terms for the orderly transition of business ownership interests are needed to address such events as (but not limited to) an owner’s retirement, incapacity or death. The terms of the agreement are between or among the shareholders, members or other types of equity owners of a corporation, LLC or other entity. The terms of the agreement can specify conditions under which and to whom and at what price an owner, partner, shareholder, etc. can or must sell his or her interest in a business.

This presentation will cover the scope of reasons for needing a buy-sell agreement, how it assists with owners’ estate planning and how obligations to buy out another owner are funded. Two case studies will be used to provide examples of considerations that need to be applied to how a buy-sell agreement is structured, how it is funded and how the agreement is executed.


Learning Objectives:

  • Gain an overall understanding of when and why a business needs a buy-sell agreement.
  • Learn key issues that are addressed in a buy-sell agreement and the triggering events it defines.
  • Learn about techniques for cost-effectively providing funding to buy out a fellow owner.
  • Understand the consequences for a business and for the owners when no buy-sell agreement is in place.


Meet the Presenters


Thank you to our Sponsor:

JCF Logo Colo


This meeting will be held at the Jewish Community Foundation.

Address: 6505 Wilshire Blvd., Los Angeles, CA 90048


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Peter Fischer

Peter Fischer

M&A Attorney at Sklar Kirsh

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Kathleen Adams

Kathleen Adams

CFP, CFBS at Mass Mutual Financial Group

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Heath Goldman will moderate the panel discussion.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at