Broker Check

Buy-Sell Agreements and Business Continuation Strategies for the Owners of Closely-Held Companies

If you are like most of our clients who own a business, your company makes up one of your most significant sources of personal wealth. The income the company produces for you and your family and the value of your company, if sold, can be exceptionally valuable. We believe that protecting this value is essential.

One means of protection is through a documented business continuation plan or buy-sell agreement.  A buy-sell agreement dictates how the business would continue in the event of your death or disability or that of any partners or key employees.

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