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Business Buy-Sell Contingency Planning

$25.00

Greg and Alex will discuss common issues business owners need to address regarding buy-sell  agreements including:  Advantages, disadvantages, the different types, funding alternatives,  valuation issues and common problems business owners encounter.  They will also discuss how to develop a contingency plan in case the circumstances of the business change and the buy-sell agreement does not address these changes.

Some topics to be discussed:

  • What is a buy-sell Agreement?
  • Learn to control your business and its ultimate transition
  • Understand the need and advantages
  • Triggering events and understanding the need for a buy-sell agreement
  • Develop a Contingency Plan
  • Implementation

(Purchase of this product will include a PDF copy of the presentation.)

Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

Greg and Alex will discuss common issues business owners need to address regarding buy-sell  agreements including:  Advantages, disadvantages, the different types, funding alternatives,  valuation issues and common problems business owners encounter.  They will also discuss how to develop a contingency plan in case the circumstances of the business change and the buy-sell agreement does not address these changes.

Some topics to be discussed:

  • What is a buy-sell Agreement?
  • Learn to control your business and its ultimate transition
  • Understand the need and advantages
  • Triggering events and understanding the need for a buy-sell agreement
  • Develop a Contingency Plan
  • Implementation

(Purchase of this product will include a PDF copy of the presentation.)

Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.