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In this timely teleconference, Chris Mercer, L. Paul Hood, Jr., Esq., and John H. Brown, Esq. help you understand the defining elements that should be present in every buy-sell agreement and the challenges faced by planners when crafting buy-sell agreements for clients. They also discuss how to approach your clients to review their buy-sell agreements, which is a business opportunity for you and a real service for them. They give plenty of real-life examples of buy-sell agreements that went well (and those that didn't) and review a buy-sell agreement from a valuation perspective specifically for planners.
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