Broker Check

Do You Know if Your Business Has Outgrown Your Buy-Sell Agreement? Or … No Buy-Sell Agreement?

Are all current owners included in your business’ existing Buy-Sell Agreement? 
Have your owners recently reviewed the value of the business?
How is your business valued?
Has the nature or size of your business changed since your existing Agreement was drafted?

It is important to periodically review and update your Business Buy-Sell Agreement, Business Valuation and the Agreement Funding Provisions to ensure your business continues successfully given any one of a number of possible “triggering” events that could affect your business from its track-to-success, including:

  • Death
  • Disability
  • Retirement
  • Transfer to a Third Party
  • Owner Divorce or Bankruptcy
  • Termination of Employment
  • Early Departure
  • Dispute among Owners

Let us provide you with a complementary  uy-Sell Agreement Review and Informal Business Valuation.

No Agreement In Place Yet?

  • Take advantage of our team of specialists to help you analyze your situation, and then design a tailored solution.
  • We will help start this process with a free Informal Business Valuation and Business Continuation Proposal.