Conejo Valley Chapter Event - April 21, 2022

Event Details: Date: Thursday, April 21, 2022 Time: 11:30 A.M. – 1:00 P.M. PT Where: North Ranch Country Club | 4761 Valley Spring Dr., Westlake Village, CA 91362 A Buy/Sell Agreement is a legally binding contract that stipulates how a partner’s share of a business may be reassigned if that partner dies or otherwise leaves the business through a series of triggering events. The key elements of a buy-sell agreement include: Element 1. Identify the parties. Element 2. Triggered buyout event. Element 3. Buy-sell structure. Element 4. Company valuation. Element 5. Funding resources. Element 6. Taxation considerations. Learning Objectives: By using “who, what, why, when, and how” questions, EPI members will learn the nuts and bolts (basics) of a Buy/Sell agreement while exploring real life war stories and the do’s and don’ts of negotiating these documents.