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Equity Holder Agreements & Buy - Sells

Published on 08 Jun 2011 | Took place at Christies Conference Centre, Brisbane , QLD

Business succession arrangements are an often overlooked part of structuring - regardless of the structure. The process of entering into a partnership agreement, shareholders agreement or unitholders agreement can save considerable expense later if a dispute arises amongst the partners. Such agreements address a range of issues including exit arrangements; it is common for exit arrangements to be funded by life insurance through buy-sell arrangements.

This event covered the following:

  • the issues which need to be considered in entering into partnership agreements and buy sell agreements
  • some technical issues relevant to buy-sell agreements and their structuring
  • a series of case studies on what happens when a partnership agreement or buy-sell agreement is not entered into, or not reviewed on a regular basis.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Passing control of a business on insurable exit events

Author(s):  Matthew BURGESS

This paper covers:

  • overview of buy-sell agreements
  • self-insurance - The preferred model?
  • superannuation (including SMSF) policy ownership
  • common ‘cross-insurance’ arrangements between shareholders
  • insurance in a special purpose trust
  • CGT issues on policy ownership and following receipt of the proceeds.
Materials from this session:

Shareholder's agreement - Checklist

Author(s):  Peter J MCKNOULTY

This paper covers:

  • major issues
  • equity financing of the company
  • debt financing of the company 
  • share ownership and restrictions on transfers
  • buy/sell provisions: Forced disposition and acquisition of shares
  • termination
  • budgets.
Materials from this session: