Business and Valuation Issues That Will Prevent Your Clients' Buy-Sell Agreements From Working (Audio Download)
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Business and Valuation Issues That Will Prevent Your Clients' Buy-Sell Agreements From Working (Audio Download)

Business and Valuation Issues That Will Prevent Your Clients' Buy-Sell Agreements From Working (Audio Download)
Product Code: 5430574AUD
Our Experts: Z. Christopher Mercer, Louis A. Mezzullo
Publication Date: August 25, 2011
Running Time: 90 minutes
Sponsoring Entities: Section of Real Property, Trust and Estate Law
Topics: Business Law, Estate Planning, General Practice
Format: Audio Download - 5430574AUD
Pricing: $90.00 (Regular)
$70.00 (ABA Member) ABA Members, Log in now to receive this discount!
$50.00 (Section of Real Property, Trust and Estate Law) ABA Members, Log in now to receive this discount!
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An Estate Planner's Guide to Buy-Sell Agreements for the Closely Held Business, Second Edition

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About this Product

Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners and their advisors expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. The primary reason is that they do not receive enough attention from business and valuation perspectives.

This presentation is designed to provide a road map for the development and improvement of buy-sell agreements. Our presenters will share lessons learned from many real-life situations.

This session will discuss:
  • Why fixed price agreements do not work;
  • Why formula price agreements do not work;
  • Inherent problems with multiple appraiser agreements that many attorneys never focus on;
  • The best valuation option for your clients;
  • The six defining elements that seldom are, but must be present in every valuation process agreement (if it will work when triggered);
  • Focused discussion of relationships between life insurance and buy-sell agreements;
  • Real-life examples that will surprise, entertain and worry you.
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