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financial and insurance advisor
Virtually and In-Person at: La Cima | 5215 N O'Connor Rd Suite 2600
how to properly prepare for the due diligence phase of your business evolution
including selling the company to monetize the value of their companies
we will study a recent case of an owner selling their business
EPI Conejo Valley Chapter Event - April 21, 2022 2022 Chapter Events financial and insurance advisorA 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
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