Understanding Buy-Sell Agreements for Small Business Owners (Focus: Advanced Markets‪)‬

NOW IS A TREMENDOUS TIME to call on your small business owner clients or prospective clients to talk about buy-sell agreements--to review the one they have or to create the one they should have. It is not lost on small business owners that the value they receive for their business in the event of death, disability, retirement, or sale is as important as ever. But that doesn't mean they are doing anything about it. That's where you as an advisor come in.