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Buy/Sell Agreements

Our process naturally helps uncover the value of key employees and value in the business. 
 Cash Balance Plans Solutions can help with protection strategies as well.

Insurance to fund Buy-Sell Agreements

Insurance to fund Buy-Sell Agreements

  • Surviving owners agree to buy out deceased owners shares:

    • Benefits: Tax benefits. Owners may receive step up in basis. Simple to implement when there are few owners. 
    • Factors to Consider: Can be complicated to fund when there are several owners.

    • Benefits: Can simplify the transaction when there are several owners. 
    • Factors to Consider: Potentially less tax efficient than Cross-Purchase.

  • Combines elements of Cross-Purchase and Entity Purchase

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