Understanding Exit Options: What Advisors Need to Know to Help Clients Make Sound Transition Decisions
March 19, 2017
The Gathering 2017 – The Complete Package
March 20, 2017Dissecting Buy/Sell Agreements – Legal, Technical, and Valuation Perspectives
$25.00
As advisors, we are well aware of the importance of buy/sell agreements for our business owner clients when it comes to issues such as developing the foundation of a successful partnership, controlling ownership of their companies, or preparing for business transitions amongst shareholders, members and employees. From their own personal lessons and experience, Melisa and Alex will dissect the most important technical components of the agreement that effect the business valuation – and share how top business attorneys negotiate to get the best results for their clients. Learn how to make sure you and your clients avoid common pitfalls.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman and Alex Matuk
PREVIEW:
As advisors, we are well aware of the importance of buy/sell agreements for our business owner clients when it comes to issues such as developing the foundation of a successful partnership, controlling ownership of their companies, or preparing for business transitions amongst shareholders, members and employees. From their own personal lessons and experience, Melisa and Alex will dissect the most important technical components of the agreement that effect the business valuation – and share how top business attorneys negotiate to get the best results for their clients. Learn how to make sure you and your clients avoid common pitfalls.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman and Alex Matuk
CLICK TO HEAR AUDIO PREVIEW
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Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’
