Business Ownership Planning Takes More Than One Specialty.
Buy Sell Advisory brings together a national network of specialized professionals to help business owners address the financial considerations surrounding ownership and succession.
CPAs
Tax and financial reporting considerations, including how an ownership change or buyout may affect the business and its owners.
Business Attorneys
Legal agreements, ownership structures, and business transactions. Any change to your buy-sell agreement is drafted by your attorney.
Estate Planners
Wealth transfer and estate succession considerations for owners and their families.
Insurance Specialists
Funding strategies addressing death, disability, and potential buyout obligations.
Valuation Advisors
Business valuation methodologies and financial analysis when a more formal valuation is appropriate.
Professionals in our network are independent and are not employees of Buy Sell Advisory. Confidential information is shared with another professional only with your consent. If you already work with a CPA or attorney, we’re glad to coordinate with them.
Coordinated Experience. Clearer Financial Decisions. Ongoing Ownership Planning.
We start with the financial side — value and funding — and bring in the right specialists only when your situation calls for it.