Deep Dive into Buy-Sell Agreements
Recorded On: 07/12/2016
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This presentation is an overview of structuring a buy-sell agreement and discussion of its elements, including triggering events, funding, valuation provisions and tax considerations. Also reviewed are the common (and costly!) mistakes and unique considerations for construction firms.
David V. Jean
Principal, Albin, Randall & Bennett
David V. Jean, CPA, CCIFP, CExP is a principal at Albin, Randall & Bennett specializing primarily in financial accounting and consulting for construction, manufacturing and real estate development companies. He provides tax, accounting and management advisory services to contractors, manufacturers and developers throughout New England. Mr. Jean is also a Certified Exit Planning Professional (CExP) and serves as the Managing Director of Altus Exit Strategies, an exit planning consulting firm and subsidiary of ARB. He is also Managing Partner of New England Funds Control, LLC (NEFC), another subsidiary of ARB. NEFC specializes in providing funds control services for sureties, contractors and banks.