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Is YOUR Buy-Sell Agreement up to Par? Things to Remember in Buy-Sell Agreements

IS YOUR BUY-SELL AGREEMENT UP TO PAR? THINGS TO REMEMBER IN BUY-SELL AGREEMENTS

Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 29, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

Buy-sell agreements are essential documents that owners must have in place, yet the overwhelming majority of buy-sell agreements in place today have substantial defects in them. Join buy-sell agreements guru, Paul Hood, the author of the highly acclaimed and lauded Buy-Sell Agreements: The Last Will & Testament for Your Business (2021) for his can’t-miss, 90-minute session on buy-sell agreements.

During this webinar, Paul will discuss a panoply of important drafting and implementation issues surrounding buy-sell agreements. Listen to Paul’s best advice to closely held business owners and their advisors and learn his Fire Drill, which is an analytical tool for stress-testing and evaluating the buy-sell agreement before it inflicts any damage.

Paul will identify the three types of buy-sell agreements and lay out the advantages and disadvantages of buy-sell agreements in general as well as each of the three forms of buy-sell agreements. He will highlight the many possible purposes of buy-sell agreements and the importance of coordinating the buy-sell agreement with the entity’s other contracts and agreements.

You will learn who should be the proper parties to buy-sell agreements. Paul’s organized approach coordinates the triggering event selection decision with the possible responses to the occurrence of a triggering event. He does a deep dive into the myriad of valuation issues that lurk in buy-sell agreements and how to properly address each issue. Paul will discuss the issues involved in funding or financing purchases or redemptions under buy-sell agreements.

Paul will also discuss other issues including related properties in buy-sell agreements, disability issues in buy-sell agreements, special S corporation buy-sell agreement issues, and miscellaneous drafting pointers.

Learning Objectives: 


  • Identify the three types of buy-sell agreements

  • Recognize advantages and disadvantages of buy-sell agreements

  • Determine who should be the proper parties to buy-sell agreements

  • Identify issues involved in funding or financing purchases or redemptions under buy-sell agreements

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

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