The Nuts and Bolts of Buy/Sell Agreements

CONEJO VALLEY CHAPTER EVENT

The Nuts and Bolts of Buy/Sell Agreements


A Buy/Sell Agreement is a legally binding contract that stipulates how a partner’s share of a business may be reassigned if that partner dies or otherwise leaves the business through a series of triggering events.

The key elements of a buy-sell agreement include:

  • Element 1. Identify the parties.
  • Element 2. Triggered buyout event.
  • Element 3. Buy-sell structure.
  • Element 4. Company valuation.
  • Element 5. Funding resources.
  • Element 6. Taxation considerations.

Learning Objectives:

  • By using “who, what, why, when, and how” questions, EPI members will learn the nuts and bolts (basics) of a Buy/Sell agreement while exploring real life war stories and the do’s and don’ts of negotiating these documents.

 

About the Presenters:

Learn from industry experts, Janice L. Miller, Esq., L. Gary Barr, Esq., and Tina Alleguez, Esq.

Meet the Presenters

 

Thank You to Our Sponsors:

Esther Hopkins 
Heritage Capital Strategist
Singer LewakLACGMorton Capital

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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 www.EPIConejoValley.org.

About the Presenters


Janice L. Miller, Esq.
L. Gary Barr, Esq.
Tina Alleguez, Esq.