EP29: Buy-Sell Agreements, Part A скачать в хорошем качестве

EP29: Buy-Sell Agreements, Part A

In this three-part series, Mark is joined by Steven Bowles, owner of Catalyst Advisory, to break down the essentials of Buy-Sell Agreements. Mark and Steven cover the basics—what a Buy-Sell Agreement is, who needs one, the events that trigger it, and how value is determined. A concise, practical introduction to why every business owner should understand this critical planning tool. ————————————— 0:00 Opening 0:05 Intro 0:43 Steven Bowles' Background 1:40 Buy-Sell Agreements 2:26 Why You Need One 3:30 Values and Formulas 6:06 EBITDA or Cash Flow 10:57 Triggering Events 11:29 Funding with Life Insurance 12:04 Installment Sales 13:39 Value of Business When a Partner Passes 14:53 Closing 15:03 Disclaimer ————————————— 📌 Don’t forget to like 👍, subscribe 🔔, and turn on notifications so you never miss a new episode of On the Mark! ————————————— Connect with Mark! 📸 Instagram: https://tinyurl.com/98n7dy9z 👍 Facebook: https://tinyurl.com/35n3snkr 🔗 LinkedIn: https://tinyurl.com/32t2uesh Check out the website: https://www.onthemark.cpa/ ————————————— #podcast #financialliteracy #buy #sell #value #business #ownership #transition #finance #financial #security