Buy-Sell / Shareholders Agreement / Corporate Succession Planning

 

  • Client Profile
    • Two or more partners in business, often as a corporation.
    • Desire to provide mechanism and funding for family to be taken care of.
    • Desire to provide mechanism and funding for continuation of business.
  • Solution Opportunity
    • Draft and execute, and/or review, Buy-Sell agreement / Shareholders Agreement.
    • Agreement may be funded through the use of UL, often corporate owner, corporate beneficiary, but not always.
    • On death (or disability, or other triggering event), face amount and/or cash values to be used to buy-out partners shares.

 

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