Every firm faces the need to transition ownership at some point. This seminar equips participants with the knowledge to evaluate various transition techniques, execute mergers or acquisitions effectively, and understand the critical components of a well-structured buy-sell agreement.

Key Takeaways:

• Identify and compare ownership transition options, including cross-purchases, redemptions, recapitalizations, ESOPs, deferred compensation arrangements, and phantom stock plans.
• Understand the essential considerations for positioning your firm for a successful merger or acquisition, and what steps to take throughout the process.
• Recognize the key provisions of an effective shareholders’ restrictive stock transfer agreement (buy-sell agreement) to protect both owners and the firm.