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2022 AICPA & CIMA Forensic & Valuation Services Conference

FVC2242 - Dusting Off Your Clients’ Buy Sell Agreements and Understanding their Importance to Business Valuation Services


‐ Nov 16, 2022 8:15am

Standard: $ 49.00

A. Understand the role Buy-Sell Agreements play in protecting businesses and the interests of their owners in administering the transfer of ownership interests. 

B. Understand roles valuation professionals may play in assisting with the administration or litigation of Buy-Sell Agreements 

C. Understand the key provisions contained in Buy-Sell Agreements 

D. Understand the importance of periodically evaluating the provisions of Buy-Sell Agreements in view of evolving characteristics of the business and the objectives of its owners. 

E. Insight into how valuation professionals may, among other areas, offer guidance on the provisions of Buy-Sell Agreements pertinent to the determination of the purchase price upon various triggering events. 

F. Understand the advantages and disadvantages of alternative methods to determine a purchase price and identify common pitfalls and red flags to avoid that could lead to disputes or inequitable arrangements. 

G. Explore areas that valuation professionals should consider in terms of how Buy-Sell Agreements can impact valuations for other purposes such as tax and family law. 

H. Discuss how the Courts may view Buy-Sell Agreement disputes and practical examples of disputes and eventual outcomes

Learning Objectives:

  • Identify the role Buy-Sell Agreements play in protecting businesses and the interests of their owners in administering the transfer of ownership interests.
  • Distinguish roles valuation professionals may play in assisting with the administration or litigation of Buy-Sell Agreements
  • Analyze the key provisions contained in Buy-Sell Agreements
  • Determine the importance of periodically evaluating the provisions of Buy-Sell Agreements in view of evolving characteristics of the business and the objectives of its owners.
  • Compare insights into how valuation professionals may, among other areas, offer guidance on the provisions of Buy-Sell Agreements pertinent to the determination of the purchase price upon various triggering events.

Speaker(s):

Tags:

Valuation

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