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.