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A Buy-Sell Agreement is one of the most important legal documents a closely held or family-owned business can have. In this one-hour program, recorded on September 29, 2025, Dr. Bart Basi, Esquire explains the essentials of buy-sell agreements, including optional legal clauses and tax considerations.
Dr. Basi has expertise in the areas of financial accounting, business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and researches on all of these areas. He has written five books, fourteen workbooks, over 300 articles, and has worked with hundreds of businesses and associations. Dr. Basi is the author of "The Tax Report," a bi-monthly report on income and estate tax matters for closely held businesses, "Accounting and Taxes," a monthly column distributed to individuals and trade journals, and the "Tax Advisory," a monthly advisory for closely held and family businesses.
Major topics include:
Definitions
Forms of agreements
Cross purchase vs. stock redemption
Optional legal clauses
Tax considerations
Basic valuation issues
Connelly v. United States
Use of more than one agreement; changing agreements; funding
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