HOME
ABOUT
FUNDING A BUY SELL
Cross Purchase Buy Sell Agreement
Family Business Buyout Strategies
Family Business Succession Planning
One Way Buy Sell Agreement
Types of Buy-Sell Agreements
SERVICES
Buy Sell Disability Insurance Key Employee Person
Insurance for Business Partners
Key Man Insurance Buy Sell Agreement
Split Dollar Life Insurance Policy
Stock Redemption Agreement Funded with Life Insurance
Why is a One-Million-Dollar Life Insurance Policy Important?
FAQ
BLOG
CONTACT
HOME
ABOUT
FUNDING A BUY SELL
Cross Purchase Buy Sell Agreement
Family Business Buyout Strategies
Family Business Succession Planning
One Way Buy Sell Agreement
Types of Buy-Sell Agreements
SERVICES
Buy Sell Disability Insurance Key Employee Person
Insurance for Business Partners
Key Man Insurance Buy Sell Agreement
Split Dollar Life Insurance Policy
Stock Redemption Agreement Funded with Life Insurance
Why is a One-Million-Dollar Life Insurance Policy Important?
FAQ
BLOG
CONTACT
HOME
ABOUT
FUNDING A BUY SELL
Cross Purchase Buy Sell Agreement
Family Business Buyout Strategies
Family Business Succession Planning
One Way Buy Sell Agreement
Types of Buy-Sell Agreements
SERVICES
Buy Sell Disability Insurance Key Employee Person
Insurance for Business Partners
Key Man Insurance Buy Sell Agreement
Split Dollar Life Insurance Policy
Stock Redemption Agreement Funded with Life Insurance
Why is a One-Million-Dollar Life Insurance Policy Important?
FAQ
BLOG
CONTACT
HOME
ABOUT
FUNDING A BUY SELL
Cross Purchase Buy Sell Agreement
Family Business Buyout Strategies
Family Business Succession Planning
One Way Buy Sell Agreement
Types of Buy-Sell Agreements
SERVICES
Buy Sell Disability Insurance Key Employee Person
Insurance for Business Partners
Key Man Insurance Buy Sell Agreement
Split Dollar Life Insurance Policy
Stock Redemption Agreement Funded with Life Insurance
Why is a One-Million-Dollar Life Insurance Policy Important?
FAQ
BLOG
CONTACT
BUSINESS SUCCESSION DISCOVERY
Home
BUSINESS SUCCESSION DISCOVERY
PLEASE FILL OUT THE FORM BELOW.
START YOUR BUSINESS SUCCESSION DISCOVERY
FULL NAME
*
STATE
*
-- Please Select State --
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
BUSINESS NAME
*
COMPANY TAX STRUCTURE
*
-- Please Select One --
B-Corp
C-Corp
S-Corp
LLC
Limited Partnership (LP)
Limited Liability Partnership (LLP)
Non-profit
HOW MANY BUSINESS PARTNERS?
*
-- Please Select One --
Sole Owner
1 Partner
2 Partners
3 Partners
4 Partners
5-10 Partners
10+ Partners
PRIMARY BUSINESS CONTINUITY CONCERNS
Key Man Retirement
Key Man Death
Key Man Disability
Partner/Co-Owner Retirement
Partner/Co-Owner Death
Partner/Co-Owner Disability
Other (Will Discuss on our Call)
ESTIMATED BUSINESS VALUE
If possible, please provide an estimated business valuation. This may have been determined through a discounted cash flow analysis, multiple of EBITDA, appraised valuation, or other third party determination (CPA/CFA/Investment Bank).
EMAIL:
*
PHONE:
*
HOW CAN WE HELP?
Corporate Documentation Uploads (Optional)
Please upload any relevant documentation: Articles of Incorporation (Corps), Articles of Organization (LLCs), Corporate Bylaws (Corps), Operating Agreement (LLCs), Meeting Minutes, Board Resolutions, Shareholder Agreement (Stock Corps), Annual Report, or Business Valuation Documentation.
Message
SEND NOW
THANK YOU!
