Skip to main content

  • Home
  • About Us
    • Our Story
    • Our Team
    • Our Philosophy
  • Families
    • Insurance Planning
    • Retirement Planning
    • Asset Management
  • Business Owners
    • Exit Planning
    • Business Succession Planning
    • Buy-Sell Arrangements
  • Physicians
  • Client Login
  • Blog
  • Contact

    You are here

  1. Home
  2. Business Owners
  3. Buy-Sell Arrangements

Buy-Sell Arrangements

bridge

Protecting The Terms of Your Business Partnership

If a business partner dies, a Buy-Sell Agreement protects the business and remaining owners from inactive, uninformed, and potentially dissident shareholders and helps consolidate control in the hands of the agreed upon group. This is accomplished by providing clear terms for transferring ownership sharesupon certain triggering events such as the death, disability or retirement of a partner.

Additionally, a Buy-Sell Agreement helps fix the value of each owner’s business interest by requiring the valuation of shares that will be transferred following a triggering event.

Funding the Buy-Sell Agreement upon the death of a shareholder is a key provision all parties must consider. For most situations, life insurance is the most effective manner of managing this risk.

Business Owners

  • Exit Planning
  • Business Succession Planning
  • Buy-Sell Arrangements

ANNAPOLIS, MD

1206 West Street
Annapolis, MD 21401
Phone: 410-263-0900
Fax: 410-263-1507

SARASOTA, FL

783 South Orange Avenue, Suite 230
Sarasota, FL 34236
Phone: 941-260-9174

 

Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 *800-765-5201. Feldman Wealth Advisory, LLC. Is a separate entity from ValMark Securities, Inc. And ValMark Advisers, Inc.

© 2022 Feldman Wealth Advisory, LLC. All rights reserved.

Website Design For Financial Services Professionals