Drafting Valuation Provisions for Closely Held Businesses in Buy-Sell Agreements and Governance Documents

Private Wealth Services Partner Brent Berselli and Senior Counsel Heidi Nadel will co-host a Strafford webinar titled "Drafting Valuation Provisions for Closely Held Businesses in Buy-Sell Agreements and Governance Documents." Their session will examine practical and legal issues in determining a closely held entity's value when facing a sale of a portion or the entire ownership interests. The panel will also discuss the various forms of valuation methodology and how to incorporate these terms into governance documents and buy-sell agreements, as well as address future adjustments and the implications of valuing real estate and goodwill assets.

Among other topics, this webinar will answer the following questions: 

• How should counsel assist in determining the value methodology in corporate governance documents and/or buy-sell agreements?
• When should value adjustments be made to corporate documents to reflect business growth?
• When should a buy-sell agreement address fixed value?
• How can counsel work with appraisers, accountants, and other professionals to determine or calculate business assets, including real estate and goodwill? When should real estate be spun out away from other assets in determining value?