We understand the unique needs of the business owner and work to remove uncertainty from their financial profile by creating buy-sell agreements to ensure a smooth transition of business wealth to personal wealth in the case of disability, retirement or death. Whether you are looking to create a new buy-sell agreement or review your existing buy-sell agreement, we are positioned to ensure your agreement is comprehensive and meets your current needs while protecting your future.
There are several advantages of a buy-sell agreement that are specific and essential to any business owner’s financial plan including guaranteeing a purchaser for the business interest, assuring a fair price for the business interest, and turning the business into a liquid asset to help fund retirement.
The need for an all-encompassing buy-sell agreement is undeniable when planning for the succession of your business. There are many issues that can leave you, your family, and your business vulnerable to unwanted and unnecessary threats. We will work with you to better prepare for the smooth succession of your business.