Sonoma County Bar Association
How to Avoid Landmines in Buy-Sell Agreements: A Business Valuation Expert’s Perspective
Essential for attorneys that work with buy-sell agreements (BSA’s), this workshop identifies common problems with valuation provisions and recommends practical solutions that attorneys can use to prepare precise and unambiguous agreements that, when triggered, will function as intended and be fair to all concerned, affordable and trouble-free.
Participants Will Learn:
~ Valuation concepts, standards, terminology, and discounts
~ Attorneys’ use of various BSA provisions (from a study of 20 agreements selected at random)
~ Pros and cons of the 3 primary approaches to pricing shares for buy-sell
~ Common BSA problems, illustrated through 9 case studies
~ Recommended solutions
Al Statz, ASA, CBA
Exit Strategies Group, Inc.
Mr. Statz is President of Exit Strategies Group, Inc., a mid-size business valuation and M&A brokerage firm with offices in the San Francisco Bay Area, Sacramento area and Orange County. Founded by Al in 2002, Exit Strategies appraises $1-50 million revenue closely-held businesses and fractional interests for buy-sell, management buyout, ESOP, estate and gift tax, dissolution proceedings, succession planning and other uses. Mr. Statz holds an Accredited Senior Appraiser (ASA) credential from the American Society of Appraisers and is a Certified Business Appraiser (CBA) through the Institute of Business Appraisers. He is also a Merger & Acquisition Master Intermediary (M&AMI) through M&A Source. Al advises clients on business sales and recapitalizations and serves on the board of the California Association of Business Brokers.
Thank You to Our Sponsor: Homa Rassouli, HECM/Reverse Mortgage Specialist!
Date: Thursday, August 16, 2018
Time: Check-In: 11:45 am; Presentation: 12:00—1:00 pm
Presenter(s):
Al Statz, ASA, CBA, Exit Strategies Group, Inc.
Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.
Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street. Do not park in the parking lot at 111 Santa Rosa Avenue.
MCLE: 1.0 Unit Participatory Credit in General Law
Registration Fee: $60–SCBA Members; $75–Public;
Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)
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Click Here to Download The Registration Flyer
