Buy-Sell Agreements: Help Protect Your Business & Mitigate Risk
September 23, 2025Do you have a buy-sell agreement, and if so, has it been collecting dust for years? Buy-sell agreements can help mitigate various risk areas related to unforeseen events and changes in the interests, objectives, and circumstances of business owners. For entrepreneurial business owners focused on the growth and operation of their business, the execution and ongoing maintenance of these agreements can sometimes be an afterthought that can lead to costly ownership disputes.
Join valuation professionals at Forvis Mazars for insights on how buy-sell agreements can help safeguard business ownership. In addition, learn about key provisions, protocols for determining a purchase price, strategies for avoiding complications, and real-life examples of the importance of clear terms and provisions. Bring your questions, and our professionals will answer them during the presentation!
Learning Objectives
Upon completion of this program, participants will be able to:
- Explain the role buy-sell agreements play in protecting businesses and the interests of their owners
- Discuss key provisions in buy-sell agreements and identify various triggering events for ownership changes
- Recognize the advantages and disadvantages of alternative methods to determine a purchase price
- Identify common pitfalls and red flags to avoid potential disputes or inequitable arrangements and understand the considerable risks such considerations pose to the business and its owners
- Describe the importance of periodic evaluation and address how disputes may arise with practical examples and outcomes