About
Specialized Planning. Collaborative Advice.
Buy Sell Advisory focuses on the financial planning surrounding buy-sell agreements and closely held business succession.
Our role is not to replace your attorney, CPA, valuation professional, insurance professional, financial advisor, or estate planner. Our role is to help connect the financial pieces surrounding the agreement so the planning can be evaluated before a triggering event occurs.
Areas of focus
Where we work
- Buy-sell agreement financial review
- Funding analysis
- Liquidity analysis
- Insurance analysis
- Business valuation coordination
- Business succession coordination
- Advisor collaboration
Specialized.
Independent.
Analytical.
Collaborative.
Attorney
CPA
Valuation Professional
Financial Advisor
Insurance Professional
Buy Sell Advisory
Client
Business Owner
01
Agreement
02
Value
03
Funding
04
Liquidity
05
Coordination
Before it is tested
Don't Wait for a Triggering Event to Find the Problem.
If your business has a buy-sell agreement, operating agreement, shareholder agreement, or partnership agreement containing buy-sell provisions, review the financial assumptions before they are tested.
I'm an Attorney or CPA