Business Continuity Planning

Business ownership should transfer by plan, not chance and any closely held business faces the possibility of an owner dying, retiring, or becoming disabled. A business owner’s death or disability may create major problems jeopardizing a lifetime of hard work and investment, leaving others in the difficult position of sorting things out. This is an easily managed risk through a variety of buy-sell techniques, life insurance funding, and a sophisticated advisor to help analyze which of the following agreements fit best in a specific situation:

  • Cross Purchase Buy-Sell
  • Entity Purchase or Stock Redemption
  • Wait-and-See Buy-Sell
  • Trusteed Cross Purchase Buy-Sell
  • No-Sell, Buy-Sell Arrangements