Buy-Sell Agreements
The plan — and the funding — for what happens next.
Not sure if this is the right fit? We'll review your operation and quote it — no obligation.
A buy-sell agreement sets out what happens to an owner's share if they die, become disabled, or leave. Life insurance funds it, so the remaining owners have cash to buy the departing owner's interest instead of taking on a new partner they didn't choose.
What it covers
- Funding for cross-purchase or entity-purchase structures
- Life insurance on each owner's interest
- Disability buyout funding, when added
- Valuation review as the business grows
- Coordination with your attorney and CPA
Who it's for
Any business with two or more owners, and family businesses planning a transition to the next generation.
Good questions to ask us
- “Cross-purchase or entity-purchase — which structure fits?”
- “Is my current valuation still accurate?”
- “What happens if an owner becomes disabled instead?”
Tell us a little about your business and we'll come back with options — no obligation.
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831-540-4583