Name:
Buy-Sell Agreements: Address Now or Distress Later - Conway Center LIVE WEBINAR
Date:
March 14, 2023
Time:
10:00 AM - 11:00 AM EDT
Website:
Conway Center for Family Business
Event Description:
Buy-Sell Agreements: Address Now or Distress Later
Buy-sell agreements are critical documents that help facilitate the successful transfer of ownership in a family business; however, the valuation-related language in buy-sell agreements is often the source of confusion, dispute, and unfair outcomes.
Join us as we present several case studies involving the valuation elements of buy-sell agreements, dissecting the problems to avoid and the essential elements to include in the drafting and administration of your buy-sell agreements. Key takeaways will include:
Join us as we present several case studies involving the valuation elements of buy-sell agreements, dissecting the problems to avoid and the essential elements to include in the drafting and administration of your buy-sell agreements. Key takeaways will include:
- The importance of the valuation language and process contained within buy-sell agreements
- The problems with formula-based buy-sell agreements
- Critical valuation elements that should be addressed in agreements
- Potential areas for concern with certain valuation language common in agreements
- Best practices and recommendations for a successful buy-sell agreement.
SPEAKERS:
Brian D. Bornino, CPA/ABV, CFA, CBA
Director of Valuation & ESOP Advisory - GBQ Advisors
Brian D. Bornino, CPA/ABV, CFA, CBA, is the National Practice Leader for GBQ’s Valuation & ESOP Advisory practice. Brian has led 3,000+ valuation engagements during his career, including 1,000+ ESOP projects. Brian’s ESOP practice specializes in ESOP valuations, feasibility studies, formations, transactions, and advisory, as well as valuations for various other reasons related to transactions, estate & gift planning, and other corporate and shareholder planning purposes.
Joseph Borowski, CFA
Director of Valuation & ESOP Advisory Services - GBQ Advisors
Joseph Borowski is a Director in the business valuation group at GBQ Consulting LLC. Through over 1,000 ESOP valuation engagements, Joe has advised ESOP companies at all life cycle stages through transaction opinions, feasibility studies, annual valuations, transaction structuring, and other advisory services. He has also performed hundreds of non-ESOP valuations in the context of business succession planning, estate/gift taxation, transaction advisory, financial reporting, and various other corporate-related matters.
► REGISTER now and join us for this live webinar on 3/14. You'll have the opportunity to submit questions during the session and view a recording post session.
