Central Indiana Chapter Event: How To Not Get the Short-End Of a Buy-Sell Deal

Registration

EPI Members $20  *Members must log into the EPI Member Center to receive the member pricing.

Member Registration

Non-Members $40

Non-Member Registration

 


Overviewdivider

 

How To Not Get the Short-End Of a Buy-Sell Deal

Buy-sell agreements are often overlooked in many businesses both in formation and during the lifecycle of the business.  We will discuss the many issues that arise when either new partners come into the business, leave, become disabled or die among many triggering events.   We will also discuss the problems and resolution of agreements that either do not contain well thought out valuation formulas or are not easily understood.

 

Learning Objectives:

  • Understanding of the important provisions of a buy-sell agreement
  • Why is buy-sell agreement is the foundation of a successful partnership
  • Common pitfalls
  • How these provisions are negotiated.

 


Presentersdivider

 

 

Richard M. Hall (Hall Koehler Scott P.C.)

Rich Hall practices primarily in the areas of business law and transactions, estate planning, probate/trust administration and business succession planning.  Mr. Hall is a certified public accountant (inactive status), and has spoken at seminars sponsored by ICLEF, Indiana CPA Society, Financial Planning Association, Purdue Cooperative Extension and the Exit Planning Institute.

Robert A. Greising (Krieg DeVault LLP)

Bob Greising is a member of Krieg DeVault’s Business, Acquisitions, and Securities Practice Group and devotes his practice primarily to general corporate, corporate finance, business, technology, education, healthcare and alternative energy areas.  Mr. Greising is actively involved in the firm’s efforts to serve family-owned and closely-held businesses as well as entrepreneurial and development stage companies. These efforts include corporate governance, shareholder relationships and succession planning.


Continuing Educationdivider

 

 CEPAs receive 1 CE credit

CPAs receive 1 CPE credit

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