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 ...

Learn how a buy-sell agreement safeguards your business against unforeseen events and ensures a smooth ownership transition.

Buy-sell agreements often play a crucial role in the succession of family businesses. It's therefore essential to structure and fund them properly — and to understand how they can help fix estate tax ...

There are two significant reasons for a client to have an updated and funded buy-sell agreement. One is to allow the surviving partner to maintain sole control of the business if one of the owners or ...

A purchase agreement is a legally binding contract that spells out the details of a real estate transaction. Homebuyers and sellers typically sign a purchase agreement shortly after negotiating the ...