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:
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