Buy Sell Advisory
High intent · "I already have a case and want analysis."

Request a Buy-Sell Planning Proposal

Have a client or business with an existing buy-sell agreement?

Submit the basic case information and Buy Sell Advisory will organize the financial assumptions, potential funding needs, and planning considerations for review with the client's professional advisors.

Designed for business owners, attorneys, CPAs, financial advisors, insurance professionals, and other professionals working with closely held businesses.

Submit a Case →Quick Case Submission
Why a proposal

Turn an Existing Agreement Into an Actionable Financial Plan

A buy-sell agreement may establish the legal obligation to purchase an owner's interest, but the financial strategy still needs to answer:

  • What could the purchase obligation be?
  • How much liquidity may be required?
  • What funding is currently available?
  • Is there a funding shortfall?
  • What funding strategies should be evaluated?
  • How should the client's attorney, CPA, valuation professional, insurance professional, and financial advisors coordinate?

Attorneys

Submit an agreement when you want a financial specialist to evaluate the funding and liquidity assumptions surrounding the legal structure.

CPAs

Submit a business-owner case when succession, valuation, tax, or ownership changes raise buy-sell planning questions.

Financial Advisors

Submit a case when a business owner needs specialized buy-sell funding analysis or advanced insurance design.

Insurance Professionals

Submit complex business insurance cases that require additional analysis, case design, or coordination.

Business Owners

Submit your existing agreement when you want to understand whether the financial plan behind it still matches your business.

Fast path

Already Have the Documents?

If you are an attorney, CPA, financial advisor, or insurance professional with an active case, start by submitting the existing agreement and a short case description.

Full case submission

Submit a Case

Role
Are you submitting this case for yourself or on behalf of a client?
Proposal deliverable

What You Receive

  1. 01
    Executive Summary
    Business, ownership structure, and planning objective.
  2. 02
    Current Structure
    Ownership, agreement, valuation method, funding method.
  3. 03
    Estimated Purchase Obligation
    Estimated financial exposure under the assumptions provided.
  4. 04
    Existing Funding
    Insurance, cash, financing assumptions, other resources.
  5. 05
    Potential Funding Gap
    Obligation – Available Funding = Potential Gap.
  6. 06
    Funding Alternatives
    Life insurance, company liquidity, installment purchase, bank financing, seller financing, cash flow, combinations. No single solution is presented as automatically appropriate.
  7. 07
    Planning Considerations
    Green, yellow, and red status for each area.
  8. 08
    Advisor Questions
    Separate sections for attorney, CPA, valuation professional, financial advisor, and insurance professional.
  9. 09
    Next Steps
    A clear sequence for moving the planning forward.
Buy-Sell Review Summary
Example Manufacturing Co.
Illustrative
Page 1 of 6
Business Snapshot
2 owners · 50 / 50 · S Corp
Planning value: $8.0M
Agreement Snapshot
Entity redemption · 2014
Fixed price, not updated
Funding Snapshot (per owner)
Funded $1.0MEst. gap $3.0M
Planning Considerations
Valuation used for planning
Agreement structure vs. intent
Death funding vs. obligation
Disability buyout funding
Policy ownership vs. structure
Advisor coordination
Buy-Sell Planning Scorecard (1–5)
2
Valuation
2
Funding
3
Liquidity
4
Coordination

Educational planning tool. Not a legal opinion or formal valuation.