Attorney Education · Recorded Presentation
The Buy-Sell Agreement After Connelly
Valuation, Liquidity and Funding Issues Attorneys Should Recognize
This recorded presentation is provided for educational purposes and is based on our attorney continuing-education presentation on buy-sell planning, presented to attorneys through state and local bar association programs.
This website recording is not being offered for CLE credit.
Attorneys seeking CLE credit should attend an accredited presentation offered through a participating bar association, legal organization or other approved CLE provider.
What you'll learn
Practical Issues to Watch for in Buy-Sell Agreements
- Why an agreement can be legally valid but financially underfunded
- How valuation provisions affect the ultimate purchase obligation
- What Connelly changed for certain entity-purchase arrangements
- Common funding gaps attorneys may encounter
- Questions to ask when reviewing an existing buy-sell agreement
- When financial, tax and legal professionals should coordinate
Recorded Presentation
Watch the Presentation
Educational Recording — No CLE Credit Offered Through This Website
This recording is intended for general educational purposes only and does not constitute legal, tax, accounting, investment or financial advice.
Attorney resource
Download the 15-Question Buy-Sell Agreement Checklist
Use this practical checklist when reviewing buy-sell agreements with business-owner clients.
- Valuation
- Funding
- Ownership changes
- Insurance
- Liquidity
- Purchase obligations
- Agreement reviews
For attorneys
Have a Client Agreement You're Unsure About?
If a client has an existing buy-sell agreement and you would like help evaluating the financial side of the arrangement, we can review valuation, funding and liquidity issues while you remain the client's legal advisor.
Accredited presentations
Interested in an Accredited Presentation?
This program may also be presented through participating bar associations, legal organizations and approved CLE providers. CLE availability, accreditation and credit are determined by the sponsoring organization and applicable state requirements.Request This Program for Your Association or Firm