This presentation covers:
- why is succession planning Important
- succession planning for family businesses
- shareholder's agreements
- what is a buy sell agreement
- objectives of a buy sell agreement
- who need or can have a buy sell agreement
- what can happen without an agreement
- how to determine fair value
- funding a buy sell agreement
- dealing with shortfalls
- tax efficiency
- structure policy ownership options for insurance funding solutions
- goal alignment.