Business Continuation Plans
Business Continuation Plans Buy-Sell Plans Exit Strategies
Business Continuation Client Guide
Educates business owners on the choices they have for funding their buy-sell agreement.
Exit Strategies Guide
Provides business owners with valuable tips on how to successfully transition their business.
Funding Alternatives Guide
Educates business owners on the choices they have for funding their buy-sell agreement.
Why You Need a Buy-Sell Agreement Flyer
We send this before your meeting to help educate you, or use it as a leave-behind.
Cross Purchase Plans Client Flyer
Provides an overview of the cross purchase plan, how it works, and the advantages of this type of plan, particularly when it is funded with life insurance.
Entity/Stock Redemption Plans
Illustrates how an entity purchase buy-sell agreement or stock redemption agreement works, and describes how this type of plan works when funded with life insurance.
One-Way Buy-Sell Plans
Provides an overview of the one-way buy-sell arrangement, how it works, and the advantages of funding this arrangement with life insurance.
4 Common Mistakes in Buy-Sell Planning
Tips to help business owners use buy-sell planning in a sound exit plan. Use at meetings, or as a leave behind.
Business Continuation and Estate Planning with ESOP
Business continuation and estate planning with ESOP
Creating an LLC for Business Continuation Flyer
Insurance LLC's: A tax-advantaged alternative.
Partnership Buy-Sell Agreement Flyer
Helping the business buy a departed owner's share through permanent life and disability insurance.
Stock Redemption for S Corps: Friend or Foe?
Blends the advantages of Cross Purchase and Stock Redemption.
Succession Planning with an ESOP
Have a client who wants to liquidate equity without paying taxes and who has employees ready to take over? Consider an ESOP.
"Wait-and-See" Buy-Sell Agreement Flyer
For C Corp owners who would rather wait for a triggering event to make transition decisions.