search for books and compare prices
Tables of Contents for Buy-Sell Agreement Handbook
Chapter/Section Title
Page #
Page Count
An Overview of Buy-Sell Agreements
What Is a Buy-Sell Agreement?
3
1
Why Should You Create a Buy-Sell Agreement?
4
4
When Should You Create a Buy-Sell Agreement?
8
1
How to Use This Book
9
Limiting the Transfer of Ownership Interests
Transferring Ownership Interests
2
1
Right of First Refusal
2
9
Absolute Transfer Restrictions
11
Providing the Right to Force Buyouts
Why Provide the Right to Force the Sale of an Ownership Interest?
3
2
What If an Owner Wants to Retire or Stop Working?
5
8
What If an Owner Becomes Mentally or Physically Disabled?
13
5
What If an Owner Dies?
18
8
What If an Owner Divorces?
26
3
What If an Owner Loses His or Her Professional License?
29
2
What If an Owner Files for Personal Bankruptcy?
31
2
What If an Owner Defaults on a Personal Loan?
33
2
What If an Owner Is Expelled?
35
Structuring Buyouts
Types of Buyout Procedures
2
3
How Our ``Wait and See'' Approach Works
5
Funding Buyouts
Cash
2
1
Borrowing
2
1
Insurance
3
How to Set the Buyback Price in Your Agreement
Why Choose a Price in Advance?
2
1
What Valuation Methods Are Based On
3
2
How Our Valuation Provisions Work
5
1
Agreeing on a Fixed Buyout Price (Valuation Method 1)
6
3
Buyout Formulas
9
Choosing Payment Terms for Buyouts
Balancing the Interests of Buyer and Seller
2
1
Lump-Sum Cash Payments
3
1
Equal Payments Under an Installment Plan
4
1
Combined Cash and Installment Payments
4
2
Interest-Only Installment Payments
6
1
Customized Schedules of Payments
7
Completing and Updating Your Buy-Sell Agreement
Finalizing Your Buy-Sell Agreement
2
4
Resolving Buyout Disputes
6
6
Binding All Future Owners Under Your Buy-Sell Agreement
12
1
Updating Your Buy-Sell Agreement in the Future
13
1
Placing a Legend on Your Ownership Certificates
14
Income and Estate Tax Issues
Buy-Sell Income Tax Issues
2
9
Buy-Sell Estate Tax Issues
11
Lawyers, Tax Specialists and Resources
How to Find the Right Lawyer
2
2
Finding the Right Tax Advisor
4
1
Resources
5
Appendixes
A How to Use the CD-ROM
A. Installing the Form Files Onto Your Computer
2
1
B. Using the Word Processing Files to Create Documents
2
2
C. Files Included on the Forms CD
4
B Buy-Sell Worksheet
C Buy-Sell Agreement