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Creating a Buy-Sell Agreement that Works

Friday, July 15, 2005
8:00 AM - 10:00 AM
(Continental Breakfast at 7:30 AM; Networking at 10:00 AM)
Williamson Restaurant, Horsham, PA

This seminar is the second of a five-part Family Business series sponsored by Kreischer Miller.

Transactions between shareholders happen infrequently in family-owned firms. However, when they do happen, these transactions can be hazardous to family relationships and to the business if not clearly spelled out in a well designed buy-sell agreement. This seminar will go in depth and focus on the key elements and structure of the buy-sell agreement and what funding mechanisms are available to create liquidity for a family-owned firms.

Click here to download an event brochure!

Meet the Speakers:

Mario O. Vicari, Jr., is a director in the Audit and Accounting group at Kreischer Miller. He is a CPA and Certified Valuation Analyst (CVA) and has over 20 years of broad experience in providing accounting, auditing and advisory services to privately held and family-owned entrepreneurial businesses and their owners. His expertise includes a wide range of areas such as business and strategic planning, transaction support, business valuation, financial management, performance assessment and improvement.


Chuck Creighton joined Key Advisors Group in 1982 after graduating with honors from Widener University. He became the firm's Pension Specialist in 1985 and the Brokerage Manager in 1986. Chuck concentrates his practice in the area of Retirement and Estate Planning and works with companies in developing their executive benefit programs. Chuck has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChF-C) designations.


Jonathan Samel is a Partner at Hamburg, Rubin, Mullin, Maxwell & Lupin where he concentrates his practice in the areas of estate planning, business law, tax law and family business succession. Jon helps clients with all legal aspects of the formation and operation of various kinds of business organizations, including proprietorships, partnerships, corporations, limited liability companies and joint ventures. He also has substantial experience in negotiating and completing the purchase and sale of businesses, corporate reorganizations, tax-deferred exchanges and other similar arrangements.

For More Information:

Please contact Sally Derstine at (215) 723-8413 or click here for more information or to register.

The Family Business Learning Community gathers monthly to learn best practices of successful business families and competent advisors. Join our membership of over 80 family firms from all industries across the tri-state area. These 1st through 5th generations learn from each other and with each other at quarterly Forums and monthly Mini-Forums.

Forum cancellations must be made 2 days prior to event; if registration fees are involved, they cannot be refunded or waived when cancellations are made after that date or when the registrant does not attend.

Directions:

Williamson Restaurant
500 Blair Mill Road
(Rte. 611 & Blair Mill Road)
Horsham, PA 19044
215-675-5454
www.williamsonfood.com

From Philadelphia and PA Turnpike:

Take the Schuylkill Expressway (76W) to 476N (Blue Route/Plymouth Meeting) to the Pennsylvania Turnpike (276E). You will be going toward New Jersey.

Take Exit 343, formerly Exit 27 (Willow Grove) off the PA Turnpike. Follow Rt. 611 North to the second light (look for the Hess gas station on the left) and get into the left turn lane. Make a left onto Blair Mill Road and then take your first right into Williamson?s.

Heading SOUTH on Rt. 611 (Easton Road):

Make a right onto Blair Mill Road at the Hess gas station and then take your first right into Williamson?s.

Heading EAST on Rt. 63 East ? (Welsh Road):

Turn left onto Blair Mill Road (Prudential Campus will be on your right) and follow it for about 1 1/10 miles. Go past Gibraltar Road, which comes in only on your left, and turn left at the second driveway immediately past the Madison Bank into Williamson?s.

Heading WEST on Rt. 63 - (Moreland/Welsh Road):

Turn right onto Blair Mill Road (Prudential Campus will be on your left) and follow it for about 1 1/10 miles. Go past Gibraltar Road, which comes in only on your left, and turn left at the second driveway immediately past the Madison Bank into Williamson?s.

For further information visit Kreischer Miller on the web at www.kmco.com