44 Best Buy-Sell Agreement Templates

1. Define Trigger Events Clearly
Specify exactly what events trigger a buyout (death, disability, retirement, divorce, bankruptcy) and outline the required steps, timelines, and who is obligated to buy. This prevents ambiguity and speeds up resolution when a trigger occurs.

2. Choose a Valuation Method and Buyout Terms
Select a clear method for establishing the buyout price (fixed price, recurring formula, or independent appraisal) and lay out payment terms, funding sources, interest, and any installment schedule. This reduces disputes over value and ensures funds are available when needed.

3. Customize for Ownership and Compliance
Tailor the template to reflect your actual ownership structure, including number of owners, transfer restrictions, and who can purchase. Verify alignment with applicable laws and tax implications to ensure enforceability and smooth execution.