What Is a Buy and Sell Agreement? A buy and sell agreement (or buy-sell agreement) is a legally binding contract that stipulates how a partner's share of a business may be reassigned if that partner ...

Business owner clients seeking to use the shrinking estate-tax window to pass down closely held shares may need to think through new or updated buy-sell agreements. For business owners trying to ...

In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

Running a business is a complex endeavor that requires careful planning and foresight. One of the most critical yet often overlooked aspects of business planning is succession planning. One way to ...

There are two significant reasons for a client to have an updated and funded buy-sell agreement. One is to allow the surviving partner to maintain sole control of the business if one of the owners or ...

Over the last few months, I’ve written about the reasons why buy-sell agreements are important, the common triggering events found within such agreements, the different types of buy-sell agreements, ...