Exit Planning Institute
Conejo Valley Chapter Event - April 21, 2022
Regular price
$30.00
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Event Details:
- Date: Thursday, April 21, 2022
- Time: 11:30 A.M. – 1:00 P.M. PT
- Where: North Ranch Country Club | 4761 Valley Spring Dr., Westlake Village, CA 91362
A Buy/Sell Agreement is a legally binding contract that stipulates how a partner’s share of a business may be reassigned if that partner dies or otherwise leaves the business through a series of triggering events.
The key elements of a buy-sell agreement include:
- Element 1. Identify the parties.
- Element 2. Triggered buyout event.
- Element 3. Buy-sell structure.
- Element 4. Company valuation.
- Element 5. Funding resources.
- Element 6. Taxation considerations.
Learning Objectives:
- By using “who, what, why, when, and how” questions, EPI members will learn the nuts and bolts (basics) of a Buy/Sell agreement while exploring real life war stories and the do’s and don’ts of negotiating these documents.