KCBA CLE - Business Law Section
"Entity Purchase/Redemption Buy Sell Arrangements in a Post Connelly World"
Tue, May 26, 2026
12:00 PM - 1:15 PM PT
KCBA Business Law Section
May Lunchtime CLE - Virtual via Zoom
Presentation Title: "Entity Purchase/Redemption Buy Sell Arrangements in a Post Connelly World"
Presenter: James W. Thompson, RICP, Financial Advisor - Thompson Financial Group
Presentation Description: This presentation will cover...
- The Connelly decision introduces changes that may impact ownership transitions in closely held businesses. It highlights the need to align your agreements with current legal standards to safeguard your interests and mitigate risks.
- A buy-sell agreement is crucial for business succession. The Connelly decision may expose vulnerabilities in outdated agreements. Moreover, a robust succession plan is essential for your client’s business continuity and stability.
- Between 60% and 80% of privately held businesses do not have a buy-sell agreement in place. There is opportunity to provide legal counsel.
CLE Credit: 1.00 Law & Legal
Additional Info: When you register, you will receive an emailed receipt AND a registration confirmation email. The registration confirmation email will contain the Zoom link details. You'll need to register through Zoom, also, which will serve as your virtual "sign-in" for CLE credit. KCBA staff will submit CLE credit to the WSBA within 30 days after the program is complete. If you wish to seek CLE credit in a different state, please email sections@kcba.org to request your letter of attendance. For non-Section/non-KCBA members, we welcome you to join 1 free Section-hosted CLE to see if Section membership is for you. Please email our team to request your 1 free guest pass. KCBA CLE cancellation/refund policy can be found here. PLEASE NOTE, due to the passing in WA of Engrossed Substitute Senate Bill (ESSB) 5814, starting October 1 2025, sales tax will be added at payment for all live CLE registrations.
Materials will be available below on the program date. You must be signed-in AND registered to access the below materials. KCBA staff will also make these files available in the Zoom room.