Buy-Sell, How do You Choose?

Choosing the right buy-sell funding option.

There are a lot of tools in the tool belt when it comes to Buy-Sell Agreements and funding.

 The hard part isn't picking one — it's picking the right one.

That is done by knowing which questions to ask first:

◾ How is your entity taxed?

◾ Do any owners have a federal or state estate tax problem?

◾ Do you want your buy-sell to do more than one job?

◾ Are all owners insurable?

◾ Simple and clean — or more benefits with a little complexity?

 And then more advanced questions like:

◾ Do I, as an owner, want a supplemental retirement income? 

◾ Ages of the owners? 

◾ And what about the taxes? 

◾ Is there any issue with Transfer for Value rules?

◾ And do you have or need an administrator to keep the taxes in check?

◾ …

The right fact pattern unlocks the right solution.

The wrong one can be a disaster.

We help business owners & their advisory teams sort through all of it. Let's talk.