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Partnership Buy Sell Agreement

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Partnership Buy Sell Agreement Powered By Docstoc
					                         CONFIDENTIAL BUY-SELL
                        AGREEMENT QUESTIONNAIRE

Company Information

Company Name __________________________________________________________
Entity Type _____ C-corporation _____ S-corporation _____ Partnership
            _____ LLC           _____ LLP            _____ Other
Net Fair Market Value of Company ________________
Basis of Company ______________
Expected Growth Rate (5-10 year projection) _____________%
Outlook for company (long-term viability, possible IPO etc.) ______________________
________________________________________________________________________
________________________________________________________________________

Client Information (If additional owners please attach their information)

Owner Names            % of Ownership     Date of Birth         Sex
________________       _____________      ___________           ___
________________       _____________      ___________           ___
________________       _____________      ___________           ___
________________       _____________      ___________           ___

Is there any relation between owners? _________________________________________
Do owners have any additional business interests? _______________________________

When Should Buy-Sell Agreement become Operative?

Death (sale to surviving owners/ other) _______________________________________
Retirement (sale to new owners, also indicate retirement date) _____________________

Additional Information

Who will fund buy-sell agreement?                               (Company or Owners)
Will the surviving owners sell at a later date?                 (Yes / No)
Is there an existing buy-sell agreement (If so, is it funded)   (Yes / No) Funded (Yes / No)
Is there a product preference for funding agreement             (Yes / No)_______________
Multiple Policy Appreciation Bonus                              (Yes / No)

Briefly describe your goals in planning for succession of your business. List concerns




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Description: Partnership Buy Sell Agreement document sample