Creating Effective Buy-Sell Agreements for A/E Firms

Описание: A well-crafted buy-sell agreement is essential to the long-term stability and success of any A/E firm. Whether your firm already has a buy-sell agreement in place or is looking to implement one, it’s critical to address both expected transitions and unforeseen events that can impact ownership.

In this webinar, we’ll walk through the key provisions every buy-sell agreement should include to ensure a smooth, self-executing transfer of ownership, protecting the interests of both current and future owners. We’ll also explore several optional provisions to consider based on the firm’s specific objectives.

In this webinar, you will learn:
Why a buy-sell agreement is critical to business continuity
The differences between a cross-purchase, stock redemption and hybrid agreement
Key components that should be addressed in every buy-sell agreement, including transfer restrictions, events that “trigger” the buy-sell, valuation methods and approach, purchase obligations and right of first refusal, use of life insurance and payment terms
Optional provisions to consider including in a buy-sell agreement

FEATURED PRESENTER

Michael J. Reilly, CPA/ABV, CVA, CFF, is a partner at Dannible & McKee and a recognized authority in corporate tax consulting, business valuation and ownership transition planning. He has built a national reputation for his work with professional design firms, helping them navigate complex valuation issues and implement effective transition strategies. Mike also provides expert litigation support in valuation-related court cases and is highly skilled in leveraging employee benefit plans and life insurance solutions to facilitate ownership transitions.

*CPE Credit not available for recorded sessions*