Succession Planning: A Deep Dive into Buy-Sell Agreements


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A buy-sell agreement provides for continuity of ownership and management. It also protects the assets of the company and the owners. In this Virtual Seminar, we’ll take a deep dive into succession planning with a focus on structuring a buy-sell agreement discussing its elements, including triggering events, funding and valuation provisions. We’ll also review common (and costly!) mistakes and discuss unique considerations for construction firms, that surety professionals should be aware of.

This is an exciting opportunity for surety professionals to host NASBP Virtual Seminars for your construction clients or to share the information on how they too can register to participate in the live or recorded seminar.

David Jean

Principal, Albin, Randall & Bennett

David Jean 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 also serves as the Managing Partner of New England Funds Control, LLC (NEFC), a wholly-owned subsidiary of ARB. NEFC specializes in providing funds control services for sureties, contractors and banks.

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Open to view video. NASBP Virtual Seminar: Succession Planning: A Deep Dive into Buy-Sell Agreements- May 2018
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Certificate of Attendance
No credits available  |  Certificate available
No credits available  |  Certificate available