The Buy-Sell Agreement Review Checklist

by Z. Christopher Mercer, ASA, CFA, ABAR


Format: E-Book (PDF)
Price: Free
Page Count: 18 pages
Publication Date: June 2012


The Buy-Sell Agreement Review Checklist is the 2012 update to the “Audit Checklist.” It is a streamlined review tool that addresses the many obvious, yet overlooked, valuation issues related to buy-sell agreements.

It is also an ideal companion to the book, Buy-Sell Agreements for Closely Held and Family Business Owners: How to Know Your Agreement Will Work Without Triggering It