A Buy-Sell Resource for Your Business-Owner Clients
You don't need another financial professional trying to replace the client's existing advisory relationships.
You need someone who understands where financial planning intersects with the agreement you are already working on.
We can assist when you encounter:
- An old buy-sell agreement
- An agreement with outdated valuation language
- An underfunded agreement
- Insurance that no longer matches the agreement
- A business succession conversation
- An estate planning engagement involving a closely held business
- An owner preparing to retire
- A business with changing ownership
- A redemption agreement that warrants additional review
- A client adding or removing a partner
- A business owner preparing for a sale
You Remain the Client's Advisor.
Buy Sell Advisory serves as a financial planning resource around the agreement.
We do not replace the attorney or CPA.
We help organize the financial issues that may need their attention.
Working on a Buy-Sell Agreement?
You can send Buy Sell Advisory the basic ownership information, proposed agreement structure, business valuation information, and existing funding. We can help organize the financial questions for consideration alongside the legal agreement.
A Client's Business Has Outgrown Its Agreement?
Submit the ownership, valuation, financial, and existing funding information. Buy Sell Advisory can help identify whether the financial assumptions surrounding the buy-sell plan warrant additional review.
Entity Redemption Agreements Deserve a Fresh Look
Recent developments have caused business owners and professional advisors to take another look at how life-insurance-funded redemption arrangements may affect business value, estate planning, and succession outcomes.
If a client's buy-sell agreement uses an entity redemption structure funded with company-owned life insurance, it may be appropriate for the client's attorney, CPA, valuation professional, and financial advisors to review the arrangement together.
Buy-Sell Planning Is Part of a Larger Succession Strategy
Buy Sell Advisory focuses on the area where legal planning and financial implementation intersect.
- Retirement
- Family transfers
- Key employee transitions
- Third-party sales
- Internal sales
- Estate planning
- Executive retention
- Buy-sell agreements
- Business valuation
- Liquidity planning
Buy-sell planning is the front door. Business succession is the broader context.
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.
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