Buy Sell Advisory
Partner retirement

When Your Partner Retires, Is Your Business Prepared for the Buyout?

A retiring partner usually means a real buyout with a real price. We help you review the value, the payment obligation, and how it would be funded.

Retirement buyouts are often paid over years from business cash flow, financing, or savings. If the value has grown or the funding plan was built for a different situation, the business can end up carrying more than it planned.

Questions worth answering

  • 01What is the retiring partner’s interest worth today?
  • 02How will the buyout price be paid, and over what period?
  • 03Will the payments strain cash flow or require financing?
  • 04Who will own and lead the business afterward?
Complimentary Partner Buyout 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?
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?