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 ...

Few business owners want to work with the spouses or children of a partner who can no longer perform their duties. In this situation, buy-sell agreements are best for severing ties. When a company has ...

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 ...