Buy Sell Planning

Ownership of a closely held business poses unique challenges, one of the greatest is developing plans to make sure you can get your equity out of your business to meet personal financial needs. Some of the considerations include:

• Phasing out of the business at retirement without reducing personal income.
• Maximizing the value of the business for lifetime buy-outs.
• Transferring the business to children.
• Maintaining family income from the business after a disability or premature death.
• Making sure the business buy-sell agreement is fair as to price, terms and funding.
• Valuing the business to withstand an IRS Estate Audit.
• Protecting the business from the loss of a Key Employee.

We can help you develop unique strategies to these challenges with special attention paid to providing flexibility as business or personal circumstances change.