Following are the key pieces of information that should be spelled out within the buy-sell agreement: List of triggering buyout events. List of partners or owners involved and their current equity stakes. A recent valuation of the company's overall equity. A funding instrument, such as life insurance policies.
Shares held by a broker to can be transferred to Direct Registration electronically by contacting a stockbroker and instructing the broker to transfer all or some of your shares through the Direct Registration System.