Learning Objectives:
  • Explain how buy and sell agreement is used for business succesion planning
  • Design the contents of buy and sell agreement for different types of solution
Course Outline:
  • Introduction to buy and sell agreement – content and uses
  • Different types of common business structures
  • Possible solutions for sole proprietorship
  • Possible solutions for partnership
  • Possible solutions for company
  • Different policy agreements and funding methods
  • The income tax implication of the different types of arrangements
  • Practical case study on sole proprietorship and the design of the contents of buy and sell agreement

LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)