Buy Sell Advisory
Annual valuation & funding review

When Was Your Buy-Sell Plan Last Reviewed?

Business values change. Owners change. Financial obligations change. Your planning should reflect those changes.

Many buy-sell agreements sit in a file for years. Meanwhile the business grows, ownership percentages shift, and owners’ circumstances change. Our complimentary annual review helps you keep value and funding current before an unexpected event.

Questions worth answering

  • 01Updated informal valuation.
  • 02Is existing buy-sell funding still adequate?
  • 03Have ownership percentages changed?
  • 04Have owner circumstances changed?
  • 05Are there new financial planning gaps?
Complimentary Annual Valuation & Funding Review

We review an informal estimate of your business value, your ownership structure and potential buyout obligations, and how a buyout would be funded — then flag anything that may need attention from your attorney or CPA. No cost, no obligation.

Step 1 of 4Ownership situation
What’s changing in your business?

Informal business valuations are planning estimates, not certified appraisals. Funding reviews do not guarantee a sufficient future payout. Legal agreement interpretation and tax questions are reserved for qualified attorneys and CPAs. The initial and eligible annual reviews are complimentary; participation does not require purchasing products or engaging additional professionals. Financial or insurance professionals may receive compensation if you independently choose to implement a product.

Other ownership changes
New equity partner
Congratulations on Your New Partner. Is Your Buy-Sell Plan Ready?
Partner retirement
When Your Partner Retires, Is Your Business Prepared for the Buyout?
Employee ownership
Turning a Key Employee Into an Owner?
Business succession
Planning Your Business’s Next Chapter?