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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
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BUSINESS SUCCESSION DISCOVERY
PLEASE FILL OUT THE FORM BELOW.
START YOUR BUSINESS SUCCESSION DISCOVERY
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BUSINESS NAME
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COMPANY TAX STRUCTURE
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HOW MANY BUSINESS PARTNERS?
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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).
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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.
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