Buy-Sell Agreement Funding
A buy-sell agreement is only as strong as its funding mechanism. We help partnerships and closely held companies structure reliable liquidity to ensure a smooth transition of ownership during critical events.
Proper Valuation & Structure
Without a properly funded agreement, the death, disability, or departure of a partner can force a fire sale or unwanted partnerships with heirs. We coordinate with your legal team to ensure the funding matches the valuation.
Funding Mechanisms
Whether through cross-purchase, entity-redemption, or a wait-and-see approach, we model the most tax-efficient insurance and cash strategies to guarantee liquidity when it is needed most.
Create Your Private Business Continuity Map
Unlock the interactive Buy-Sell Visualizer to see exactly how cross-purchase agreements trigger and fund buyouts.
Secure, private, and complimentary.
Buy-Sell Agreement Portal
Is Your Buy-Sell Agreement Fully Funded?
Take The Business Owner Exposure Score™ to identify structural and funding gaps.
Take the Exposure Score AssessmentThe Coordinated Workflow
True wealth architecture doesn't happen in silos. Experience our guided process connecting capital, retention, succession, and trust strategies into one cohesive plan.
1. Capital & Lending
Secure the capital needed for expansion, acquisition, or restructuring.
Before implementing advanced tax or succession strategies, the business must have the right capital stack. We evaluate SBA loans, commercial real estate financing, and working capital to ensure liquidity.