July 22, 2013 · 11:30 AM
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The Good, The Bad and The Ugly: A real life look at buy-sell agreements
This session will look at real life examples of how the most essential business agreement work (or as we will see, sometimes doesn’t!) The buy sell agreement is essential for businesses with multiple owners. If you have a buy-sell that is out-of-date, un-reviewed or focuses on the wrong issues, it may well be worse than having no agreement at all.
You will gain valuable insight on:
1. How to avoid some of the most common pitfalls
2. Addressing all of the events that could trigger a buyout
3. Ways to plan for succession if you are a sole owner
4. Ensuring that a buyout can happen quickly and fairly for all parties
Jeremy David has been in the financial services industry for the past 7 years helping clients with loans, financial planning, insurance and investments. Growing up in a family owned business has given him insight and empathy for the challenges facing the small to medium sized business owner. His practice focuses on bring best of breed solutions that address diverse issues such as employee retirement plans, executive level benefits, business exit and succession planning and investment management. Jeremy has clients across multiple industries and located all over the United States. His unique Encompass Process enables clients to maximum the opportunities before them by minimizing the risks and leveraging their strengths.