Equityholders Agreement and Insurance-Funded Buy-Sell Agreements

Overview

The most successful business succession planning occurs when the parties' first establish their business structure. Having a proper understanding of the relevant structures, options and arrangements for an optimal business succession arrangement is founded on having the correct Equityholders Agreement. Equally importantly, this must be clearly discussed, understood and implemented (i.e.actually signed!) by all the parties at the outset.

Accountants should work with their clients and regularly review and update their Equityholder Agreement to ensure it reflects current and possible future arrangements.

Tom Meagher will describe the relevant aspects so you can ensure your client?s business and equity holding arrangements are properly understood, managed and successfully transitioned.

"Tom was an entertaining presenter - made topics enjoyable. Totally relatable."

Topics Covered:

• Structuring Your Business for the Future
• Overview of Equity Holder Agreements for Partnerships, Unit Trusts and Companies
• Differences between Retiring from, and Outright Retiring of, Your Business
• Options When Retiring from Your Business
• Valuation of Equity Considerations
• Possible Tax Outcomes
• Key Aspects & Framework of a contemporary Equityholders Agreement
• Involuntary Succession Events
• Vendor Finance in Equityholders Agreements
• Insurance Funded Buy /Se Option Agreements
• Properly Implementing and Managing the Succession Process