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                GROWTH. TRANSFER. LEGACY.

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XPX Philadelphia - Buy-Sell Checklist

  • March 21, 2018
  • 7:30 AM - 9:15 AM
  • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102


  • XPX Philadelphia member referral is required.

Meeting postponed due to inclement weather.

The buy-sell agreement, how it can help or hurt you in litigation, divorce or shareholder disputes. More importantly, it only enhances what all transition and exit planning advisors should be communicating to their business owners. The buy-sell provisions of a partnership, LLC or shareholders' agreement, involves complex issues of corporate and business law, tax law, estate planning, accounting and insurance, as well as ethical considerations. To help you consider the “operational aspects” of buy-sell agreements, we’ve asked Martin H. Abo, CPA/ABV/CVACFF to go over his “122 Point Checklist on Shareholder Agreements” used in seminars presented by the New Jersey State Bar Association, Chester County Pennsylvania Bar Association, National Association of Valuators and Appraisers, as well as the New York City Bar Association. The checklist allows an enterprise’s advisors, attorneys and accountants alike, to assist business owner clients in addressing fundamental issues relating to the continuity of their venture and an orderly transition of ownership. It identifies key areas of substantive business, tax and estate planning for all.

Click here to view checklist.

Our Speaker:

Martin H. Abo - Abo and Company, LLC Abo Cipolla Financial Forensics, LLC

Martin has comprehensive experience in individual and corporate financial, business and tax planning. His previous experience includes several years with the tax department and audit staff of a Big Four CPA firm as well as regional firms before he founded the present enterprise.

Marty had previously served as a director of a local bank and, fourteen times, has been one of 150 participants selected by the S.E.C. from CPAs, lawyers, bankers, venture capitalists and economic development experts, from across the nation for its annual conference on issues relating to Small Business Capital Formation. Marty was elected to serve as a New Jersey delegate to the White House Conference on Small Business under two U.S. Presidents. The Small Business Administration also named Marty Accountant Advocate of the Year.

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