Buy/Sell Planning

Many businesses are not able to survive the death or disability of an owner. A business succession strategy using a properly structured buy-sell agreement can help a business owner protect their family, and the business they’ve worked so hard to create.

  • Provide liquidity for the business owner’s family
  • Create a guaranteed market for their business interest
  • Allow those who are interested in continuing the business to do so without interference
  • Set the purchase price and terms of payment in advance
  • Establish the value of the business for federal tax purposes
  • Specify how the purchase will be funded
  • Improve access to credit
  • Provide greater retirement security

Possible Client Objectives

There are different types of buy-sell agreements:

Entity Purchase
Wait and See Buy-Sell
One-Way Buy-Sell (unilateral buy-out)