Buy-Sell Agreements

How to Know Your Client’s Agreement Will Work Without Triggering It

with Z. Christopher Mercer, ASA, CFA, ABAR

Date: October 13, 2011
Time: 3:00pm – 5:00pm
Location: The Salvation Army Kroc Center (2500 S. Division Ave, Grand Rapids, MI 49507)

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Mercer Capital is proud to partner with

Western Michigan Chapter of the Society of Financial Service Professionals (SFSP)

Western Michigan Estate Planning Council (WMEPC)

The Salvation Army Kroc Center of Grand Rapids, Michigan

Beene Garter

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Session Downloads

Presentation: Buy-Sell Agreements – How To Know Your Client’s Agreement Will Work Without Triggering It

The Buy-Sell Agreement Audit Checklist

Buy-Sell Agreement Partial Example Write-Up

Considerations for Notes in Buy-Sell Agreements

Other Books of Interest

Integrated Theory, Second Edition

Whether you are an accountant, auditor, financial planner, or attorney, Business Valuation: An Integrated Theory, Second Edition enables you to understand and correctly apply fundamental valuation concepts. Thoroughly revised and expanded, the Second Edition demystifies modern valuation theory, bringing together various valuation concepts to reveal a comprehensive picture of business valuation.

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The QMDM Companion 4.0

The Quantitative Marketability Discount Model (QMDM) presents a practical model to assist business appraisers in developing, quantifying and defending marketability discounts under the income approach. The model allows you to quickly and easily quantify marketability discounts in the appraisal of minority business interests. The very latest version of the (QMDM) now includes a revised and expanded explanatory manual, delivered as a .zip file* electronically via email.

Learn More