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Getting ahead of change: A guide to buy-sell agreements

April 23 @ 2:00 pm 3:00 pm EDT

Free 1 CPE credit

A buy-sell agreement can help guide a smooth ownership transition in the best interests of the company and shareholders when a triggering event occurs, such as a shareholder’s death, divorce, or retirement. How can company owners craft (or reevaluate) buy-sell agreements to align with shareholder objectives, minimize surprises, and promote fairness? We’ll discuss:

  • The purpose, benefits, and structure of buy-sell agreements
  • Methods for determining equity value
  • IRS guidelines governing buy-sell agreements for estate tax purposes

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