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Buy/Sell Plans

Problem:

• Businesses with exposure to litigation because of lack of planning for partner death, partner disagreements, partnership disabilities, etc.

Plan: 

•  Well structured buy/sell plans.We will help you customize plans to suit your clients' needs.  Some examples of plans available:

  • Cross-purchase agreements

  • Entity purchase agreements

  • Wait-and-see agreements

  • No-sale, buy/sell agreements

Applicable to:

• Non-proprietary businesses such as partnerships, closely held corporations, limited partnerships, LLC's etc.

Comment:

• Most underserved area of CPA practice. Builds good client relationships as well as elevates the quality of practice.

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