Buy-Sell Agreements

There are many financial implications to consider when structuring a buy-sell agreement. The first step to creating an effective agreement is to gain absolute clarity of your current financial picture.

During this phase we will:

• Review Company Tax Returns
• Review Company Financial Statements
• Review Corporate Records and Existing Agreements

Your goals provide the framework when drafting the agreement and how best to fund it. Determining those goals at the outset will help minimize any conflict, allowing for a much smoother process.

This phase includes:

• Understanding the Goals of Parties Involved
• Establishing the Key Terms of the Agreement

This phase entails working in close concert with your life insurance agent and legal team to finalize funding and legal considerations.

During this phase, we will:

• Assist your legal team with ensuring that the agreement drafted correctly represents your wishes.
• Review life insurance policies
• Review tax ramifications of the agreement

There are many unpredictable economic and/or legislative factors that can compromise the effectiveness of an agreement. We will review your plan at regular intervals to ensure its value and relevance.

During this phase, we will:

• Ensure Proper Implementation of the agreement
• Evaluate Necessary Changes to Existing Plan