Introduction: Your Legal Companion for Creating a Buyout Agreement | |
An Overview of Buyout Agreements | |
What a Buy-Sell, or Buyout, Agreement can Do | p. 8 |
When Should You Create a Buyout Agreement? | p. 16 |
Does Everyone Need a Buy-Sell Agreement? | p. 17 |
How to Create Your Agreement | p. 18 |
When to Seek a Lawyer's Advice | p. 20 |
Limiting the Transfer of Ownership Interests | |
Transfers of Ownership Interests | p. 24 |
Using a Right of First Refusal | p. 25 |
Using Absolute Transfer Restrictions | p. 43 |
Providing the Right to Force Buyouts | |
Changes in an Owner's Circumstances | p. 48 |
If an Owner Retires or Stops Working | p. 52 |
If an Owner Becomes Disabled | p. 65 |
If an Owner Dies | p. 74 |
If an Owner Divorces | p. 88 |
If an Owner Loses a License | p. 93 |
If an Owner Files for Personal Bankruptcy | p. 96 |
If an Owner Defaults on a Personal Loan | p. 99 |
If an Owner Needs to Be Expelled | p. 104 |
Structuring Buyouts | |
Company Versus Co-Owners as Buyers | p. 110 |
The "Wait and See" Approach Works | p. 115 |
Funding Buyouts | |
Funding With Cash | p. 134 |
Borrowing Money | p. 135 |
Buying Insurance | p. 135 |
Making Installment Payments | p. 149 |
How to Set the Buyout Price in Your Agreement | |
Why Choose a Price in Advance? | p. 152 |
What Valuation Methods are Based on | p. 154 |
How our Valuation Provisions Work | p. 157 |
Agreeing on a Fixed Price (Valuation Method 1) | p. 159 |
Using a Buyout Formula | p. 164 |
Choosing Payment Terms for Buyouts | |
Balancing the Interests of Buyer and Seller | p. 188 |
Lump-Sum Cash Payment | p. 190 |
Installment Plans | p. 191 |
Customized Schedule of Payment | p. 197 |
Creative Ways to Pay | p. 198 |
Completing and Updating your Buyout Agreement | |
Finalizing your Buyout Agreement | p. 202 |
Resolving Buyout Disputes in the Future | p. 212 |
Binding Future Owners Under your Buyout Agreement | p. 222 |
Updating your Agreement | p. 223 |
Income and Estate Tax Issues | |
Income Tax Issues | p. 228 |
Estate Tax Issues | p. 245 |
Lawyers, Tax Specialists, and Resources | |
How to Find the Right Lawyer | p. 270 |
Finding the Right Tax Adviser | p. 275 |
Legal Resources | p. 276 |
Appendixes | |
How to Use the CD-ROM | |
Installing the Files onto your Computer | p. 283 |
Using the Word Processing Files to Create Documents | p. 284 |
Forms CD-ROM | p. 287 |
Buyout Worksheet | |
Buyout Agreement | |
Index | |
Table of Contents provided by Ingram. All Rights Reserved. |
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