Components of the Buy-Sell Review

    Our Buy-Sell Review includes evaluating the financial aspects of the following activities:

     

    Funding Review

    Monitoring and reviewing the insurance policies ensures that the foundation of your buy-sell agreement is set. Further, an insurance review helps to identify if funding gaps exist and how strategies can be implemented.

     

    Valuation Review

    Updating the Business Valuation Estimates log helps to establish a resource that is a key piece in a consistent valuation process.

     

    Triggering Events Review

    It is important to help review the triggering event language to ensure that your succession and contingency goals and objectives are carried out in a manner that dovetails with your current financial planning. Below are examples of the triggering events that are typically reviewed:

    • The death of an owner
    • A owner becomes disabled
    • The transfer of a spousal interest as the result of the death of an owner’s spouse to a person other than the surviving owner
    • The mental incapacity of an owner
    • The termination of the marriage of an owner and the owner does not reacquire the shares
    • The bankruptcy of an owner
    • The bankruptcy of an owner’s spouse if the spouse has a spousal interest

     

     

     

    ​Contact Us​    +    ​Sign Up​