Buy-Sell Agreements Collaborative Articles

How do you structure your buy-sell agreement to qualify for the installment sale method of reporting income?

Learn how to structure your buy-sell agreement to qualify for the installment sale method of reporting income and save taxes on the sale of your business interest.

Buy-Sell Agreements

How do you structure a hybrid buy-sell agreement that combines cross-purchase and redemption features?

1 contribution 2 months ago

Learn how to structure a hybrid buy-sell agreement that combines cross-purchase and redemption features for your business and your partners.

Buy-Sell Agreements

How do you communicate and document a buy-sell agreement valuation to the relevant parties?

1 contribution 2 months ago

Learn how to communicate and document a buy-sell agreement valuation to the co-owners, the departing owner, and the funding sources.

Buy-Sell Agreements

How do you handle the exit of a partner who violates the buy-sell agreement or the partnership agreement?

1 contribution 2 months ago

Learn how to handle the exit of a partner who violates the buy-sell agreement or the partnership agreement and protect your business.

Buy-Sell Agreements

How do you incorporate minority and marketability discounts into your buy-sell agreement valuation?

1 contribution 2 months ago

Learn how to incorporate minority and marketability discounts into your buy-sell agreement valuation, and why they are important for fair and feasible transactions.

Buy-Sell Agreements

How do you find a qualified and trustworthy advisor for your buy-sell agreement with life insurance?

1 contribution 2 months ago

Learn how to find a qualified and trustworthy advisor for your buy-sell agreement with life insurance. Get tips on credentials, referrals, interviews, and…

Buy-Sell Agreements

How can you test the reasonableness and reliability of a buy-sell agreement valuation?

1 contribution 2 months ago

Learn how to evaluate and improve your valuation method for your buy-sell agreement, and avoid disputes, litigation, or unfair outcomes.

Buy-Sell Agreements

How do you educate your clients about the importance and benefits of a buy-sell agreement?

1 contribution 2 months ago

Learn how to convince your clients that they need a buy-sell agreement to protect their business and their family. Follow these six steps to educate them on the…

Buy-Sell Agreements

What are the best practices for drafting and executing a buy-sell agreement?

1 contribution 2 months ago

Learn the best practices for drafting and executing a buy-sell agreement for your business, such as identifying the parties, choosing the type of agreement, setting…

Buy-Sell Agreements

How do you resolve conflicts or disputes that may arise from a buy-sell agreement?

1 contribution 2 months ago

Learn how to review, communicate, negotiate, mediate, arbitrate, and consult with an expert when facing a conflict or a dispute over a buy-sell agreement.

Buy-Sell Agreements

How do you communicate with your employees and customers about a buyout?

1 contribution 2 months ago

Learn how to inform your staff and clients about a buyout without losing their trust and loyalty. Avoid common mistakes that can damage your reputation and…

Buy-Sell Agreements

How do you protect your rights and obligations under a buy-sell agreement?

1 contribution 2 months ago

Learn how to choose the right type, fund, update, communicate, and seek professional help for your buy-sell agreement.

Buy-Sell Agreements

How do hybrid buy-sell agreements protect the interests of the owners, the business, and the heirs?

15 contributions 2 months ago

Learn how a hybrid buy-sell agreement can protect your interests, your business, and your heirs in case of death, disability, retirement, or disagreement.

Buy-Sell Agreements

How do hybrid buy-sell agreements compare to other types of buy-sell agreements?

3 contributions 2 months ago

Learn how hybrid buy-sell agreements can help you plan for business succession and compare them to other types of buy-sell agreements.

Buy-Sell Agreements

How can a hybrid buy-sell agreement facilitate the financing of a business transfer?

4 contributions 5 months ago

Learn how a hybrid buy-sell agreement can help you finance a business transfer in case of death, disability, retirement, or other events.

Buy-Sell Agreements

How can a redemption agreement help shareholders avoid disputes over valuation?

3 contributions 2 months ago

Learn how a redemption agreement can help shareholders avoid valuation disputes and what are its advantages and disadvantages.

Buy-Sell Agreements

How do you protect the seller and the buyer in a buy-sell agreement with installment payments?

14 contributions 4 months ago

Learn how to choose, secure, and monitor installment payments in a buy-sell agreement to avoid disputes and ensure fairness for both parties.

Buy-Sell Agreements

How do you compare and benchmark your valuation formula for your buy-sell agreement with industry standards?

8 contributions 2 months ago

Learn how to compare and benchmark your buy-sell agreement valuation formula with industry standards using different methods, formulas, adjustments, and sources.

Buy-Sell Agreements

What are the best practices for updating a cross-purchase agreement as your LLC grows or changes?

8 contributions 2 months ago

Learn best practices for updating a cross-purchase agreement as your LLC grows or changes. Find out how to value, fund, and execute the buyout option.

Buy-Sell Agreements

How can you protect your minority shareholders' rights in a buy-sell agreement?

9 contributions 4 months ago

Learn how to protect your minority shareholders' rights in a buy-sell agreement by setting fair terms and conditions for the sale or purchase of shares.

Buy-Sell Agreements

How do you exit a partnership without triggering a buy-sell agreement?

7 contributions 2 months ago

Learn how to leave a business partnership without triggering a buy-sell agreement that may limit your options and rights. Follow these six tips to exit smoothly and…

Buy-Sell Agreements

How do you adapt your buy-sell agreement to changing market conditions or industry trends?

7 contributions 2 months ago

Learn why, how often, how, and what are the benefits and challenges of updating your buy-sell agreement to reflect the changing market conditions or industry trends.

Buy-Sell Agreements

What are the different methods of valuing a business for a buy-sell agreement?

1 contribution

Learn about the different methods of valuing a business for a buy-sell agreement and how to choose the best one for your situation.

Buy-Sell Agreements

How do you choose the best valuation method for your buy-sell agreement?

1 contribution

Learn about the four main types of valuation methods for your buy-sell agreement and how to select the best one for your business and your goals.

Buy-Sell Agreements

How do you manage your time and workload as a buy-sell agreement specialist?

1 contribution

Learn how to manage your time and workload as a buy-sell agreement specialist. Discover tips to prioritize tasks, communicate effectively, update knowledge, balance…

Buy-Sell Agreements

How do buy-sell agreements differ for C corporations, S corporations, and LLCs?

9 contributions

Learn how buy-sell agreements affect taxes for C corporations, S corporations, and LLCs, and how to plan a tax-efficient buy-sell agreement.

Buy-Sell Agreements

How do you handle the situation when a co-owner wants to sell their interest to a third party?

14 contributions

Learn six steps to handle the situation when a co-owner wants to sell their interest to a third party, and how to protect your rights and interests.

Buy-Sell Agreements

How do you draft a clear and comprehensive buy-sell agreement checklist?

20 contributions 2 months ago

Learn six steps to draft a clear and comprehensive buy-sell agreement checklist for your business with partners.

Buy-Sell Agreements

What are the key elements of a buy-sell agreement that you should review regularly?

25 contributions 4 months ago

Learn what key elements of a buy-sell agreement you should review regularly to protect your business and your interests in case of triggering events.

Buy-Sell Agreements

What are the benefits of reviewing a buy-sell agreement regularly?

19 contributions 2 months ago

Learn why you should review your buy-sell agreement regularly to protect your business and personal interests from changes in valuation, estate planning, needs…

Buy-Sell Agreements

What are the benefits of having a buy-sell agreement in place before a triggering event occurs?

9 contributions 5 months ago

Learn how a buy-sell agreement can prevent conflicts, protect interests, and ensure continuity when an owner leaves your business.

Buy-Sell Agreements

How do you fund a buy-sell agreement with life insurance?

17 contributions 4 months ago

Learn how life insurance can fund your buy-sell agreement and avoid common mistakes in this article.

Buy-Sell Agreements

How do you enforce a buy-sell agreement in case of a breach or default?

7 contributions

Learn what steps to take if your partner breaches or defaults on your buy-sell agreement, and how to protect your business and interests.

Buy-Sell Agreements

How do you draft a buy-sell agreement for an LLC with multiple members?

4 contributions

Learn how to draft a buy-sell agreement for your LLC with multiple members. Find out what to include, how to value, and how to fund the shares.

Buy-Sell Agreements

What are the benefits of having a buy-sell agreement for your family and estate planning?

12 contributions 4 months ago

Learn how a buy-sell agreement can protect your ownership interest in your business and help you achieve your family and estate planning goals.

Buy-Sell Agreements

How do you avoid disputes and litigation over a buy-sell agreement in the event of a partner's death?

6 contributions 2 months ago

Learn how to choose, value, fund, communicate, and execute a buy-sell agreement that prevents conflicts and litigation when a partner dies.

Buy-Sell Agreements