Print Page   |   Contact Us   |   Sign In   |   Register
Drafting Buy/Sell Agreements For Closely Held Companies (Two day teleseminar)
Tell a Friend About This EventTell a Friend
 

2019 Trust & Estate Planning Update

6/11/2019 to 6/12/2019
When: 6/11/2019 - 6/12/2019
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


Online registration is closed.
« Go to Upcoming Event List  

*(Teleseminar courses qualify for self-study credit only)  

The dial in number for all teleseminars is 877-309-0175 (no pin/code required). 

If you don’t receive written materials by 11 am on the day of the teleseminar, please call 866-879-9236.


 

DRAFTING BUY/SELL AGREEMENTS FOR CLOSELY HELD COMPANIES, PART 1 

 

There is rarely a liquid market for the sale or exchange of ownership interests in closely-held companies.  Buy/sell agreements fix that problem by creating a market among the owners of a company, providing a mechanism for owners to liquidate their interests in a reliable manner. The owners may agree to buy and sell interests among themselves on the occurrence of certain events and using certain valuation metrics, or they may agree that the company itself will redeem an owner’s interest. Without these agreements, there is often no alternative for an owner to cash out, short of liquidating the company. This program will provide you with a practical guide to the different types of buy/sell agreements, drafting the essential provisions of each, and common negotiating and drafting tips.

 

 

Day 1 – June 11, 2019:

  • Types of buy/sell agreements – cross-purchase among owners, entity redemption, and hybrid approaches
  • Identifying most highly negotiated provisions of buy/sell agreements
  • Drafting triggering events – voluntary sale, retirement, death, bankruptcy of shareholder or member
  • Valuation of interests – independent appraisals, formula clauses, industry comps, and dispute resolution
  • Rights of first offer v. rights of first refusal, and sales to third parties

 

Speakers:

 

Peter Bloom is the founder of The Bloom Group, where he is an experienced business lawyer, and acts as general counsel to emerging, mid-stage and family businesses, providing strategic advice as well as guidance regarding corporate law, contracts, tax, intellectual property protection, financing, succession planning and labor and employment law. He is also a highly skilled transactional lawyer, having handled mergers and acquisitions, stock and asset purchases, technology transfers, recapitalizations and other corporate reorganizations, and venture capital investments.  Mr. Bloom earned his A.B., magna cum laude, from Duke University, his J.D. from the University of Connecticut School of Law, and his LL.M. from Georgetown University Law Center.

 

 

Norman Lencz is a partner in the Baltimore, Maryland office of Venable, LLP, where his practice focuses on a broad range of federal, state, local and international tax matters.  He advises clients on tax issues relating to corporations, partnerships, LLCs, joint ventures and real estate transactions.  He also has extensive experience with compensation planning in closely held businesses.  Mr. Lencz earned his B.S. from the University of Maryland and his J.D. from Columbia University School of Law.

 

 

Non-Members Must Register via Form

 


 

 

One-hour CLE programs are just a phone call away

Convenient, affordable, timely and informative

 

An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

 

Association Management Software Powered by YourMembership  ::  Legal