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Buy-Sell Agreement Valuation

The following guide provides information on books and publications which focus on business valuation for buy-sell agreement purposes. Each entry below includes the name of the source or publisher, a brief description of the resource's features, and notes any information that is available free online.

Select from the following resources:

Buy-Sell Agreements: Ticking Time Bomb or Reasonable Resolution?
Z. Christopher Mercer, Peabody Publishing, LP, 2007

Comprehensive resource provides an in-depth discussion of the pricing and valuation provisions of buy-sell agreements, and also discusses other important elements that need to be clearly defined in an agreement such as the standard of value, the level of value, the "as of" date of for the valuation, required qualifications for appraisers, appraisal standards to be followed, and funding mechanism.

Buy-Sell Agreements for Closely Held and Family Business Owners
Z. Christopher Mercer, Peabody Publishing, LP, 2010

Publication is designed to educate business owners on the importance of a buy-sell agreement, with topics covered including key factors and issues to consider, types of agreements and their respective advantages and disadvantages, and the importance of understanding and clearly defining the terms of an agreement. Table of contents and sample chapter from this publication can be viewed free online.

Buy-Sell Agreements for Baby Boomer Business Owners
Z. Christopher Mercer, Peabody Publishing, LP, 2013

Kindle e-book explains the importance of buy-sell agreements for Baby Boomer business owners, with topics covered including moving parts of an agreement, categories and types of agreements, trigger events, fixed price and formula agreements, funding mechanisms, multi-appraiser valuation process, recommended structure, and other important aspects. Table of contents can be viewed free online.

Buy-Sell Agreement Review Checklist
Z. Christopher Mercer, Peabody Publishing, LP, 2012

Buy-sell agreement review checklist covers various valuation provisions of these agreements, with content sections covered in the checklist including overview of agreement, trigger event review, fixed price and formula price agreement worksheets, valuation process agreement worksheet, and single and multiple appraiser agreement worksheets. Checklist can be downloaded and viewed free online.

Valuing a Business: The Analysis and Appraisal of Closely Held Companies, 5th Edition
Shannon P. Pratt, Alina V. Niculita, McGraw-Hill, 2008

Topics addressed in Chapter 29 of this publication include types of buy-sell agreements, need for clear direction in valuation provisions, formula approaches, negotiated price, independent outside appraisal, understanding an agreement's pricing philosophy, term payment provisions, funding an agreement with life insurance, restrictions on transfer, and estate and gift tax valuation issues.

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