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 ...

Since buy-sell agreements require its owners to transfer equity in the practice group upon termination of employment, death, disability, or retirement (each, a “Trigger Event”), the practice group ...

While sellers typically initiate the first drafts of commercial real estate purchase and sale agreements, some larger buyers have the leverage to require use of their own form agreements. Sellers in ...

A buy-sell agreement can be funded through the use of the prospective buyer’s own funds, accumulated earnings, debt instruments or insurance (either life or disability). While self-funding on the part ...

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 ...

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group To continue reading this content, please enable JavaScript in ...

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 ...

You’re a life insurance agent working in the business market. Today’s going to be a busy day, as you’ll be meeting with two prospective clients. Each prospect is a successful closely held business.

A stock purchase agreement outlines the sale of company stock to buyers. Here's how to create a stock purchase agreement, ...

Many state Realtor associations’ new forms—such as buyer representation agreements—are largely incomprehensible to the average homebuyer or seller and have language that seeks to avoid the terms of ...