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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
CPE Credits 1.5 hours
Subject Area 1.5 - Finance
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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

Additional Materials
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Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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About Our Presenter

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