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Buy Sell Agreements—The Business Will (or Won't)

 Buy Sell Agreements—The Business Will (or Won't)
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: Learning activity level that provides a general review of a subject area from a broad perspective
Advanced Preparation: Good understanding of the valuation process with practical hands on experience or equivalent consulting related experience
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Business Management & Organization
Item Number: 17PBVCHI0608G
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

The key valuation elements of buy sell agreements will be explored and discussed in an open forum along with other critical agreement components to ensure the agreement works when needed. Common buy sell agreement shortcomings, including "deal breakers," will also be highlighted and discussed. Practical, real life case studies will be used to illustrate the session's key concepts. In the end, attendees will be shown a way to build their valuation or related professional practice using the concepts learned during this session.

Learning Objectives

After completing this session, attendees will be able to:

- List the key valuation components of buy sell agreements
- Identify common buy sell agreement shortcomings
- Describe solutions to common shortcomings
- Describe at least one opportunity to grow their practice

Who Should Attend

Business valuation, exit planning, and related service professionals looking to further their understanding of a critical company governing agreement. Advisers looking to grow their practice would benefit from this session as well.


Steven Egna
Mr. Steven M. Egna is a Certified Business Appraiser™ (CBA™) Accredited by the Institute of Business Appraisers™; a Certified Valuation Analyst® (CVA®) and Accredited in Business Appraisal Review™ (ABAR™) Accredited by the National Association of Certified Valuators and Analysts™; he is also a Certified Merger and Acquisition Advisor (CM&AA®) accredited by the Alliance of Merger & Acquisition Advisors®. Steve has over 30 years of diversified financial leadership and management experience specializing in transition planning and valuation analysis of all sorts. He brings a practical, hands on approach to all of his work. His past experience as a senior leader, including operating roles and ownership in a boutique investment banking/consulting firm provides his clients with a unique perspective that they generally do not see from other service providers. He has also been a valuation instructor since 2008 receiving awards for a number of years and speaks on a variety of related topics.