Buy-Sell Agreements: Address Now or Distress Later - Conway Center LIVE WEBINAR
Date and Time
Tuesday Mar 14, 2023
10:00 AM - 11:00 AM EDT
Tuesday, March 14, 2023
10:00 - 11:00 am
Webinar ID: 873 5233 0447
Location
We will be using ZOOM. An email will be sent to you with the registration confirmation and log-in information from ZOOM to access the webinar.
**This webinar will be listen-only for attendees (you will not be on camera). If you are new to ZOOM, you can test your device here: https://zoom.us/test
Fees/Admission
Free to Conway Center members and their employees; $50 for non-members (you will be invoiced after registering)
► REGISTER now!
Contact Information
Amy Dotts, COO
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Description
Buy-Sell Agreements: Address Now or Distress Later
Join us as we present several case studies involving the valuation elements of buy-sell agreements, dissecting the problems to avoid and the essential elements to include in the drafting and administration of your buy-sell agreements. Key takeaways will include:
- The importance of the valuation language and process contained within buy-sell agreements
- The problems with formula-based buy-sell agreements
- Critical valuation elements that should be addressed in agreements
- Potential areas for concern with certain valuation language common in agreements
- Best practices and recommendations for a successful buy-sell agreement.
SPEAKERS:
Brian D. Bornino, CPA/ABV, CFA, CBA
Director of Valuation & ESOP Advisory - GBQ Advisors
Brian D. Bornino, CPA/ABV, CFA, CBA, is the National Practice Leader for GBQ’s Valuation & ESOP Advisory practice. Brian has led 3,000+ valuation engagements during his career, including 1,000+ ESOP projects. Brian’s ESOP practice specializes in ESOP valuations, feasibility studies, formations, transactions, and advisory, as well as valuations for various other reasons related to transactions, estate & gift planning, and other corporate and shareholder planning purposes.
Joseph Borowski, CFA
Director of Valuation & ESOP Advisory Services - GBQ Advisors
Joseph Borowski is a Director in the business valuation group at GBQ Consulting LLC. Through over 1,000 ESOP valuation engagements, Joe has advised ESOP companies at all life cycle stages through transaction opinions, feasibility studies, annual valuations, transaction structuring, and other advisory services. He has also performed hundreds of non-ESOP valuations in the context of business succession planning, estate/gift taxation, transaction advisory, financial reporting, and various other corporate-related matters.
► REGISTER now and join us for this live webinar on 3/14. You'll have the opportunity to submit questions during the session and view a recording post session.
