Mercer to Discuss Buy-Sell Agreements at Visions in Planning Conference

Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Buy-Sell Agreements” at the Visions in Planning Conference hosted by the FPA of Greater Memphis on May 02, 2018. Alan G. Crone (Attorney, The Crone Law Firm) will co-present alongside Chris.

Chris will discuss concepts from his book, Buy-Sell Agreements for Closely Held and Family Business Ownerswhich provides a roadmap for business owners to develop or improve their buy-sell agreement.

Unless your client has had their buy-sell agreement reviewed from a valuation perspective, they don’t know what it says. This comes as a surprise to many – an often unpleasant surprise as too many find themselves caught up in unexpected and costly legal wrangles or personal turmoil. This session provides you with information from a valuation perspective that will help ensure that your clients’ buy-sell, shareholder, or joint venture agreement results in a reasonable resolution and is not a ticking time bomb set to explode upon a triggering event. In other words, you will leave this session understanding how your clients’ buy-sell agreement will work – before a trigger event occurs.

Learn more about Chris’ book Buy-Sell Agreements for Closely Held and Family Business Owners here.

Chris began his valuation career in the late 1970s. He has prepared, overseen, or contributed to hundreds of valuations for purposes related to tax, ESOPs, buy-sell agreements, and litigation, among others. In addition, he has served on the boards of directors of several private companies and one public company. He enjoys working with business owners to address ownership transition issues. Chris is a prolific author on valuation-related topics and a frequent speaker on business valuation issues for national professional associations and other business and professional groups.