Buy-Sell Agreements for Closely Held and Family Business Owners

Buy-Sell Agreements for Closely Held and Family Business Owners
Author: Z. Christopher Mercer
Publisher:
Total Pages: 272
Release: 2010-08
Genre: Business & Economics
ISBN: 9780982536438

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Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.

Buy-Sell Agreements

Buy-Sell Agreements
Author: L. Paul Hood, Jr.
Publisher: Paul Hood Services
Total Pages: 254
Release: 2021-04-28
Genre: Business & Economics
ISBN: 1647043433

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“Paul's book is written in plain language that even a client can understand, yet it still manages to cover virtually all of the key issues that a business owner needs to address…. Buy this book.” —Howard M. Zaritsky, Esq., co-author, Structuring Buy-Sell Agreements: Analysis with Forms, Second Edition. “Paul is extremely knowledgeable about buy-sell agreements, valuation and estate planning for the business owner. He clearly has a passion for the topic and depth of experience that shows throughout the breadth of the work.” —Edwin P. Morrow III, J.D., LL.M., CFP®, Huntington National Bank, co-author, The Tools & Techniques of Estate Planning (19th Ed.) A buy-sell agreement (BSA) must set the rules of transition for a closely-held business. Author L. Paul Hood, Jr. shares 30+ years of experience writing BSAs to help business owners avoid the ugly consequences of a poorly drafted BSA. You’ll learn about: Types of BSA agreements BSA trigger events Tax consequences of BSAs Best practices for best outcomes Filled with expert information, handy checklists, and useful templates, Buy-Sell Agreements: The Last Will & Testament for Your Business will help you prepare a quality BSA as well as be the lifeline for your business in times of transition.

An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business

An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business
Author: Louis A. Mezzullo
Publisher: American Bar Association
Total Pages: 158
Release: 2007
Genre: Business & Economics
ISBN: 9781590318379

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Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.

101 Dumb Financial Mistakes Business Owners Make and How to Avoid Them

101 Dumb Financial Mistakes Business Owners Make and How to Avoid Them
Author: Ruth King
Publisher: Morgan James Publishing
Total Pages: 167
Release: 2023-09-05
Genre: Business & Economics
ISBN: 1636980473

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Many business owners downplay the importance of managing their finances—until they’re in trouble. When a business can’t meet payroll and supplier bills are overdue, when a loyal customer leaves and there’s a huge tax bill looming, that’s when owners discover the 101 Dumb Financial Mistakes they’ve been making. 101 Dumb Financial Mistakes and How to Avoid Them helps business owners prevent these mistakes before it is too late and they are in the middle of a financial crisis. Ruth King’s 101 Dumb Financial Mistakes and How to Avoid Them reveals common mistakes that can happen in any business: from pricing and Profit & Loss Statement issues to theft and Balance Sheet mistakes. With over 40 years of experience working with business owners, Ruth King has seen these mistakes repeatedly. She created 101 Dumb Financial Mistakes and How to Avoid Them as a resource for business owners to avoid many common mistakes by providing them the tools they need to avoid sleepless nights and worry.

The 50 Biggest Estate Planning Mistakes...and How to Avoid Them

The 50 Biggest Estate Planning Mistakes...and How to Avoid Them
Author: Jean Blacklock
Publisher: John Wiley & Sons
Total Pages: 288
Release: 2011-02-07
Genre: Business & Economics
ISBN: 1118010450

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Stepping Lightly Around the Pitfalls of Estate Planning... Estate planning is one of those unpleasant but really important tasks. Unfortunately, the process is not only hard to get started, it is then easy to make mistakes. Even the most careful and well-intentioned person can slip up along the way. Avoid the pitfalls! The 50 Biggest Estate Planning Mistakes outlines the major mistakes and their consequences in an entertaining way-and then proceeds to tell you exactly how to avoid these mistakes. Delivering practical and helpful information in a light tone, the authors help to make these sometimes difficult conversations a little easier. The book's fifty concise chapters are filled with real-life examples, organized under four key areas of mistakes: The biggest mistake of not planning at all Failing to plan for the possibility of mental incompetency Mistakes made during the estate planning process itself And common mistakes made by executors Written by personal finance and estate planning experts, Jean Blacklock and Sarah Kruger, The 50 Biggest Estate Planning Mistakes and How To Avoid Them is an essential guide for Canadians interested in planning their estates effectively, with minimal stress on their loved ones.

Buy-Sell Agreements

Buy-Sell Agreements
Author: Jr. L. Paul Hood
Publisher: Paul Hood Services
Total Pages: 284
Release: 2021-03-15
Genre:
ISBN: 9781647043445

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"Paul's book is written in plain language that even a client can understand, yet it still manages to cover virtually all of the key issues that a business owner needs to address.... Buy this book." -Howard M. Zaritsky, Esq., co-author, Structuring Buy-Sell Agreements: Analysis with Forms, Second Edition. "Paul is extremely knowledgeable about buy-sell agreements, valuation and estate planning for the business owner. He clearly has a passion for the topic and depth of experience that shows throughout the breadth of the work." -Edwin P. Morrow III, J.D., LL.M., CFP(R), Huntington National Bank, co-author, The Tools & Techniques of Estate Planning (19th Ed.) A buy-sell agreement (BSA) must set the rules of transition for a closely-held business. Author L. Paul Hood, Jr. shares 30+ years of experience writing BSAs to help business owners avoid the ugly consequences of a poorly drafted BSA. You'll learn about: Types of BSA agreements BSA trigger events Tax consequences of BSAs Best practices for best outcomes  Filled with expert information, handy checklists, and useful templates, Buy-Sell Agreements: The Last Will & Testament for Your Business will help you prepare a quality BSA as well as be the lifeline for your business in times of transition.

A Practical Guide to Buy-sell Agreements

A Practical Guide to Buy-sell Agreements
Author: Stephen R. Akers
Publisher: ALI-ABA
Total Pages: 360
Release: 2002
Genre: Business & Economics
ISBN: 9780831808211

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Strategies for Successfully Buying Or Selling a Business

Strategies for Successfully Buying Or Selling a Business
Author: Russell L. Brown
Publisher: Bookworld Services
Total Pages: 0
Release: 1997
Genre: Business enterprises
ISBN: 9780965740005

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This text covers every aspect of buying and selling a business. It describes an easy five-step method to valuing any business, lays out the buyer's and seller's responsibilities, advises on the best time to sell a business, and gives the pros and cons of using business brokers. The text describes the all-important 3-step negotiation process, and essential franchise considerations.

Failing in the Field

Failing in the Field
Author: Dean Karlan
Publisher: Princeton University Press
Total Pages: 174
Release: 2018-12-18
Genre: Business & Economics
ISBN: 0691183139

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A revealing look at the common causes of failures in randomized control experiments during field reseach—and how to avoid them All across the social sciences, from development economics to political science, researchers are going into the field to collect data and learn about the world. Successful randomized controlled trials have brought about enormous gains, but less is learned when projects fail. In Failing in the Field, Dean Karlan and Jacob Appel examine the taboo subject of failure in field research so that researchers might avoid the same pitfalls in future work. Drawing on the experiences of top social scientists working in developing countries, this book describes five common categories of failures, reviews six case studies in detail, and concludes with reflections on best (and worst) practices for designing and running field projects, with an emphasis on randomized controlled trials. Failing in the Field is an invaluable “how-not-to” guide to conducting fieldwork and running randomized controlled trials in development settings.