Your Ownership Has Changed. Has Your Buy-Sell Plan?
Whether you’re bringing in a new partner, preparing for a buyout, or planning succession, we help you review your business value and buy-sell funding — at no cost.
Specialized guidance supported by a national network of CPAs, attorneys, estate planners, insurance specialists, and valuation advisors.
Ownership Changes Create Financial Decisions.
Many owners update their ownership arrangements without revisiting the financial assumptions behind their buy-sell plan.
New Business Partner
Bringing in a new equity owner? Make sure your valuation and buy-sell funding reflect the new ownership structure.
Explore New Business Partner planningPartner Retirement
Preparing for a partner’s departure? Review how a future buyout may be funded.
Explore Partner Retirement planningEmployee Ownership
Promoting an employee into ownership? Understand the financial implications of the transition.
Explore Employee Ownership planningBusiness Succession
Planning to transfer ownership? Review the financial arrangements supporting your transition.
Explore Business Succession planningBusiness Growth
Has your business increased significantly in value? Your existing buy-sell funding may no longer be sufficient.
Explore Business Growth planningExisting Buy-Sell Agreement
Has your agreement been sitting in a file for years? Review the valuation and funding assumptions behind it.
Explore Existing Buy-Sell Agreement planningThree Things Every Business Owner Should Review.
Business Value
Understand what your business may be worth today using an informal valuation review based on available financial information.
Buy-Sell Funding
Review whether your current funding arrangements appear aligned with your ownership interests and potential buyout obligations.
Ongoing Changes
Monitor changes in ownership, valuation, and funding needs through recurring annual reviews.
Our goal is to help you identify potential financial planning gaps and make more informed decisions.
Informal valuations are planning estimates, not certified appraisals. Interpretation of legal agreements is reserved for qualified counsel.
One Review for Today. Another to Keep You Current.
Adding a Partner? Planning a Buyout? Let’s Review the Financial Side.
Ownership changes can affect your business valuation, buy-sell agreement, and funding obligations. Our complimentary review helps identify where your financial planning may need attention.
Your Business Changes Every Year. Your Buy-Sell Planning Should Keep Up.
Our complimentary annual review helps business owners monitor changing business values and funding needs before an unexpected ownership event.
We don’t just review your business once. We help keep your valuation and buy-sell funding aligned as your business evolves.
Business Ownership Planning Takes More Than One Specialty.
Buy Sell Advisory brings together specialized professional resources to help business owners address the financial considerations surrounding ownership and succession.
CPAs
Tax and financial reporting considerations.
Business Attorneys
Legal agreements, ownership structures, and business transactions.
Estate Planners
Wealth transfer and estate succession considerations.
Insurance Specialists
Funding strategies addressing death, disability, and potential buyout obligations.
Valuation Advisors
Business valuation methodologies and financial analysis.
Coordinated experience. Clearer financial decisions. Ongoing ownership planning.
Network professionals are independent and are not employees of Buy Sell Advisory.
Simple, Clear, and Ongoing.
No sales pressure. No obligation to implement financial products.
- 01
Tell Us What’s Changed
We learn about your business, ownership structure, and planning concerns.
- 02
Review Your Financial Arrangements
We review business valuation assumptions and existing or anticipated buy-sell funding needs.
- 03
Keep Your Plan Current
We discuss the findings and establish an annual review process where appropriate.