At some point, all business owners eventually leave the business. Implementing a buy/sell agreement can alleviate problems that occur during this transition. Buy/sell agreements can ensure heirs recover the fair value of the investment in the business. An unfunded buy/sell agreement is merely an intent; a buy/sell plan funded with insurance makes it a reality.

Our approach
Our professionals approach the review, development and funding of buy/sell agreements as a comprehensive step-by-step process.

How you benefit

• Your wishes as to how the company is sold or left to your heirs will be formalized and properly funded.
• Peace of mind as the transfer of ownership is completed.
• Adequate liquidity will be provided for agreement.
• Smooth transition through a potentially difficult period for family owned business.

For more information regarding business buy/sell agreement services, please feel free to contact:

Carolyn Smith, CPA
carolyn.smith@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (800) 879-4966