Buy Sell Advisory
New equity partner

Congratulations on Your New Partner. Is Your Buy-Sell Plan Ready?

Adding an equity partner changes the financial relationships inside your business. Make sure your valuation and buy-sell funding reflect your new ownership structure.

Many owners update the ownership paperwork when a partner joins but never revisit the value and funding numbers behind the buy-sell plan. If an owner died, became disabled, or left, the buyout might be priced or funded on assumptions that no longer fit.

Questions worth answering

  • 01What is your business worth today?
  • 02How is the new partner’s ownership interest valued?
  • 03What happens if an owner dies, becomes disabled, or exits?
  • 04How would a future buyout be funded?
  • 05Does your current financial plan reflect the new arrangement?
Complimentary Ownership Change 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
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?
Annual valuation & funding review
When Was Your Buy-Sell Plan Last Reviewed?