Valuation in Action
Join us via Zoom for an insightful webinar that explains how valuation serves as the foundation of effective buy-sell agreements. This session will break down how the right valuation approach protects owners, supports smooth ownership transitions, and helps prevent costly disputes and tax surprises.
Our expert speakers will guide you through choosing the right valuation method, understanding triggering events and their tax implications, and aligning funding strategies with valuation outcomes. You’ll also gain best practices to help reduce IRS scrutiny, strengthen documentation, and avoid common valuation-related conflicts between owners and heirs.
Don’t miss this opportunity to put valuation into action and safeguard your business, your partners, and your legacy.
Event Details
Wednesday, May 13, 2026
1:00 PM – 2:00 PM (MST)
Zoom Webinar
Topic Highlights
- Valuation as the Foundation of Buy-Sell Agreements
- Choosing the Right Valuation Method
- Triggering Events and Tax Implications
- Funding Strategies That Align with Valuation
- Best Practices to Avoid IRS Challenges and Disputes