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A buy-sell agreement is one estate-planning tool that can protect your family and your partners. It gives owners the first shot at buying an interest in the company if another owner leaves the business or dies.

Without a plan, your heirs could be caught in a financial nightmare that could hurt the value of the business and jeopardize its survival.

Setting up a buy-sell agreement is complicated and covers many issues. For example, should the agreement apply to the current owners, or all owners, as long as the company is in business? Should it be structured to require an owner to sell under certain circumstances? How will the succession plan be financed?

We can assist you in establishing a buy-sell agreement that protects your financial interests.  Don't wait until a problem occurs before asking for help. For more information, contact Paul Brick, CFP® at 717-757-6999 or 800-745-8233, or send him an email by using the form below.
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