Ownership Agreements

Establishing a clear and usable shareholder agreement or buy/sell agreement is critical to maximizing and managing shareholder interest. You want to make sure your interests are clearly recognized, understood, represented and protected. It is also essential to have a full understanding of the value of the company so adequate insurance policies can be established. A shareholder agreement requiring the business to be valued on a regular basis, by a knowledgeable and independent valuation firm, will ensure that the shareholder agreement is ready for execution when the need arises.

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You are forming a business entity
You are establishing or updating a buy/sell agreement
You are adding partners to a business
Your business is changing ownership interests
You are anticipating the retirement of a business shareholder/owner
You are coping with the passing of a shareholder/owner
You have a business shareholder/owner obtaining a divorce
You have a business shareholder/owner dissolving a professional relationship
You have an equity holder departing

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View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise

Equity & Stock

Bonds

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:

Copy of the existing or draft buy/sell or shareholder agreement(s)
Three years of historic, detailed financial information of the company equity being valued
Financial forecasts or budgets, if any
Description of the company and its operating divisions
Brief description of the products and services produced by the company
Copy of the current business plan (if available)
Summary information with respect to the size of the company, asset base, ownership structure and market

For more information or to request a proposal