AIC23 BV - Buy/Sell and Operating Agreements: Their Impact on BV

Session Description

Closely held business owners often use Buy-Sell Agreements or Operating Agreements to document their agreements and understandings related to how the purchase or sale of a shareholder's ownership interest will be handled in the future. Such agreements might be triggered by events such as a shareholder's termination, retirement, withdrawal, divorce, or death. This presentation will explore the various types of buy-sell and operating agreements; commonly encountered valuation mechanisms and processes; and valuable "practice points" designed to avoid confusion and conflict, and increase the opportunity for a reasonable, timely, and cost-effective resolution.


Jeffrey S. Tarbell, ASA, CFA | Director | Houlihan Lokey
Riley J. Busenlener, ASA, CPA/ABV, AEPĀ®, JD | Vice President | Chaffee & Associates, Inc.

Continuing Education

Review of this session recording will award 1 CE hour. 

CPE credit is not awarded for this pre-recorded offering. 


Session Recording
Open to view video.
Open to view video.
Course Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available Open certificate for the option to print.