When times get tough, your client better have a buy-sell agreement. A buy-sell agreement is the most important document in any multi-owner business. If one is not present due to a death, divorce, incapacity, or a host of other occurrences, it’s already too late for your client. Join business and tax law specialist Dr. Bart Basi to understand why buy-sell agreements are so critical and what is needed for a buy-sell agreement.
Dr. Basi is a specialist in the areas of 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 loose-leaf bound books, over 300 articles, and has worked with hundreds of businesses and associations. Journals that have published Dr. Basi’s work include Money Matters, The American Journal of Small Business, the Journal of Family Law, The Journal of Estate Planning, The Tax Lawyer, Small Business Taxation, Taxation for Individuals, Taxation for Accountants, Taxation for Lawyers, The CPA Journal and The Tax Executive.
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 Tip,” a monthly tax advisory for the closely-held and family business.
Business Affiliations and Memberships
Former Awards, Honors and Recognitions
Excellent speaker. Very personable and informed. Program perhaps a little basic, could have used more examples/war stories.
Truly excellent presentation. A little too cranes at end but likely because the material was truly substantive and comprehensive
superb course; need my credit
Excellent program. The information was very useful re examinations involving valuation issues.
Really great speaker and materials. Wish I could have listened to him for another 5 hours go into detail on all his main ideas, especially valuation methodologies.
I love the courses presented by Bart and Roman Basi.
Good overall view. A lot for one hour.
Critical content and great real life stories to give it concrete application.
excellent explanation of terms, especially "DRAGALONG" clause
Very good presentation.
Great practical advice!
Bart Basi's lectures NEVER disappoint! Thank you!