Every closely held entity that has more than one owner should have a buy-sell agreement. One of the main purposes of a Buy-Sell Agreement is to prevent disputes between business owners before they start. Properly documented buy-sell agreements place contractual limitations and guidelines on future transfers of business interests. Join Kevin Eismann, Attorney and CEPA, as he explains how to effectively structure a buy-sell agreement and the common mistakes that are made with buy-sell agreements.
- Identify potential “Triggering Events” (e.g. death, disability, divorce, distress, disagreement, others)
- Ways to determine company value in advance including penalties & discounts
- Common Payment Terms, non-compete, CDA, etc.
- How Trusts assist owner objectives
- Dealing with Marital Property interests
About the Exit Planning Ecosystem Series:
If you are looking to learn more about a variety of topics within the exit planning ecosystem, this introductory level webinar series is right for you. This webinar covers topics such as: valuation, estate planning, tax planning, market updates, M&A, real estate, financial planning, exit planning, value growth, and exit options.
The EPI Exit Planning Ecosystem Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.