Key takeaways
Host: Bob Rosone, managing director, Deloitte LLP
Presenters: Laura Hinson, managing director, Deloitte Tax LLP
Rick Springer, managing director, Deloitte Transactions and Business Analytics LLP
1.0 Overview CPE credit | Taxes
A buy-sell agreement can help guide a smooth ownership transition in the best interests of the company and shareholders when a triggering event occurs, such as a shareholder’s death, divorce, or retirement. How can company owners craft (or reevaluate) buy-sell agreements to align with shareholder objectives, minimize surprises, and promote fairness? We’ll discuss:
- The purpose, benefits, and structure of buy-sell agreements
- Methods for determining equity value
- IRS guidelines governing buy-sell agreements for estate tax purposes
Dbriefs resources
