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1. Cross-Purchase vs. Entity Purchase: Used when parties need to specify whether the agreement follows a cross-purchase or entity purchase structure

2. Disability Buy-Out Provisions: Detailed provisions for disability-triggered purchases, used when disability coverage is included

3. Right of First Refusal: Used when parties want to restrict voluntary transfers to third parties

4. Family Transfer Exceptions: Used when allowing certain transfers to family members without triggering buy-sell provisions

5. Competing Business Restrictions: Used when including non-compete provisions for selling shareholders

6. Tag-Along Rights: Used in cases where minority shareholders need protection in sale scenarios

7. Mandatory Retirement Provisions: Used when including retirement as a triggering event

1. Schedule A - Current Ownership Structure: Details of current shareholding and ownership percentages

2. Schedule B - Insurance Policy Details: Specific information about each insurance policy including policy numbers, coverage amounts, and carriers

3. Schedule C - Valuation Formula: Detailed methodology for business valuation

4. Schedule D - Sample Calculations: Examples of how the valuation formula works in practice

5. Appendix 1 - Certificate of Insurance: Copies of insurance certificates for all policies

6. Appendix 2 - Specimen Share Transfer Forms: Template forms for executing share transfers

7. Appendix 3 - Medical Information Release Forms: Authorization forms for release of medical information for insurance purposes