Shareholder Buy-Sell Agreements - A Reasonable Resolution or a Recipe for Disaster?

  • Mark S. Caltagirone, ASA, CPA/ABV
  • Randall C. Raifsnider, ASA, ABV
  • Corey S. Robinson, CVA
  • Elizabeth. F. Hassler, CPA
Date: Oct 11
Time: 3:00 - 5:30 PM

This seminar will provide attorneys and business owners and executives with real-world insight and analysis of the various types of agreements and certain key factors to consider when drafting them. Income and estate tax ramifications will be addressed, as well as the recent case law concerning valuation issues arising from litigation.

The Herbein Management Advisory Services team provides quality, state-of-the-art client solutions – and we are confident that you will find the content of the seminar to be useful in your practice or your business. Our professionals perform closely held business valuations for various purposes, an important one of which includes compliance with the pricing provision of Shareholder Buy-Sell Agreements.

Attendees can expect topics to include:

  • Overview of buy-sell agreements
  • Valuation issues in buy sell agreements
  • Types of buy-sell agreements
  • Tax ramifications of buy-sell agreements
  • What can go wrong - practice tips and war stories

Event Details

  • Date- Tuesday, Oct. 11, 2022
  • Time- 3 - 5:30 p.m.
  • Location- Berkshire Country Club - 1637 Bernville Rd, Reading, PA 19601
  • 3:00p.m. – Registration
  • 3:30 – 5:00p.m. – Technical Presentation
  • 5:00 – 5:30p.m. – Q+A
  • Cocktails following
Who should attend?
  • Attorneys
  • Business owners and executives

Continuing Education

2 hours of CLE credits

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