Your Checklist for a Great Buy-Sell Plan 


Your Checklist for a Great Buy-Sell Plan

This is the starting point: It is not just the valuation number, but the key areas that the Valuation Professional identifies as the areas to focus on that will build business value. While many factors influence value, they can be broken down into internal and external. Addressing the70% of business owners have a co-owner.  Discover the myths, mistakes, and best practices to prepare for transferring ownership upon death, disability, divorce, and other events.   Learn the key questions to ask and solutions to suggest in order to contribute powerfully to the creation or revision of a buy-sell agreement.  At the end of this session, you’ll walk away with a comprehensive checklist and a plan to assist clients and prospects. 


Learning Objectives:

  • Understand best practices to prepare for unexpected transfer of a business 
  • Key questions to ask to create a powerful buy-sell agreement 
  • Create a checklist to assist client and prospects  


About the Presenter:

Learn from industry expert Sherri Neasham on creating a great buy-sell plan.

Meet the Presenter


Thank you to our Sponsor:

This event is sponsored by the Exit Planning Institute San Diego Chapter.

This meeting will be held at Corporate Alliance.

Venue Address: Corporate Alliance: 9540 Towne Centre Dr, Ste 150, San Diego, CA 92121


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 Presenter

Sherri Neasham

Sherri Neasham

NAVIX Certified Independent Consultant

Meet Sherri Neasham

Sherri Neasham is a successful entrepreneur, venture philanthropist, and experienced business coach.   

As a NAVIX Exit Planning Specialist, Sherri helps business owners plan for and achieve a happy exit that secures financial freedom and provides a lasting, positive outcome for family, co-owners, employees, and customers.   

In the last 3 decades, Sherri has built companies in 4 different industries. In the last 7 years, she has served as Partner and Board Director of San Diego Social Venture Partners, investing capital and coaching time in organizations focused on solutions for homelessness, hunger, poverty, education, youth violence, and foster care. She also now serves as Chairwoman of the Board for Leadfusion, is a Member/Mentor for Chairmen’s RoundTable, and is an Entrepreneur in Residence for Connect in San Diego. 

Sherri loves beach volleyball, mixed media art projects, and hosting game nights.  

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending approval)


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