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Creating Effective Buy/Sell Agreements for A/E Firms
DEC 2 | 10am – 11am EST

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Creating Effective Buy/Sell Agreements for A/E Firms
DEC 2 | 10am – 11am EST

A well-crafted buy/sell agreement is essential to the long-term stability and success of any A/E firm. Whether your firm already has a buy/sell agreement in place or is looking to implement one, it’s critical to address both expected transitions and unforeseen events that can impact ownership.

In this webinar, we’ll walk through the key provisions every buy/sell agreement should include to ensure a smooth, self-executing transfer of ownership, protecting the interests of both current and future owners. We’ll also explore several optional provisions to consider based on the firm’s specific objectives.

Webinar Description

 

Live Webinar

Date: December 2, 2025

Time: 10:00-11:00 AM EST

This webinar will take place at 10:00 AM EST and is offered at no charge.

Learning Objectives:

In this webinar, you will learn how to:

  • Why a buy/sell agreement is critical to business continuity
  • The differences between a cross-purchase, stock redemption and hybrid agreement
  • Key components that should be addressed in every buy/sell agreement, including transfer restrictions, events that “trigger” the buy-sell, valuation methods and approach, purchase obligations and right of first refusal, use of life insurance and payment terms
  • Optional provisions to consider including in a buy/sell agreement


Secure your spot by registering online TODAY!

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For questions or assistance with registration, please call 315.472.9127 or email DMAssociates@dmconsulting.com.

Presenter

Michael Reilly photoMichael J. Reilly, CPA/ABV, CVA, CFF, is a partner at the firm and a recognized authority in corporate tax consulting, business valuation and ownership transition planning. He has built a national reputation for his work with professional design firms, helping them navigate complex valuation issues and implement effective transition strategies. Mike also provides expert litigation support in valuation-related court cases and is highly skilled in leveraging employee benefit plans and life insurance solutions to facilitate ownership transitions.

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