Dan Pharr, President of Pharr Valuation, Inc will be leading a workshop on writing your own Succession Plan / Buy-Sell agreement.
This workshop will focus on the basics of Succession Plans and Buy/Sell agreements. Participants will modify a template Succession Plan / Buy-Sell Agreement to develop a plan unique to their own needs and specifications. Key sections of the plan will be discussed as well as the reasons for including or not including them.
Participants will leave with a basic planning document they can discuss with family or co-owners. It can be a starting document from which a final document can be produced, with the approval of their attorney and any additional wording or provisions needed to make it valid in their state.
Click on this link to view an article on Succession Plan and Buy/Sell Agreements.
Click on this link for more information on the AGS Conclave.