Key Components of an Effective

Buy-Sell-Agreement

EXIT PLANNING ECOSYSTEM WEBINAR SERIES

Key Components of an Effective
Buy-Sell-Agreement


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.

 

Learning Objectives:

  • 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.

 

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Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter


Kevin Eismann, JD, MBA, CEPA

Kevin Eismann, JD, MBA, CEPA

Business Law Attorney,
Epiphany Law, LLC

Contact Kevin

Kevin Eismann brings a unique, multi-point perspective to his clients because he has owned a multitude of businesses, in addition to being a business law and wealth planning attorney. Kevin enjoys building comprehensive strategies with his clients that allow them to reach their personal and business goals and dreams. Kevin has been providing business owners practical, cost effective solutions for over 20 years.

Epiphany Law is a boutique business law firm comprised of former “big law”, business owners, and in-house counsel who provide efficient and practical legal solutions to corporate clients. Their commitment to excellent, practical advice gives their clients a competitive edge for their business.

Connect with the Presenter: Epiphany Law, LLC  |  Website: www.epiphanylaw.com  |

Phone: (920) 996-0000 |  Email: Connect with Kevin