A Buy / Sell agreement is a formal arrangement between partnerships or shareholders on the ownership and direction of a company on the death of a partner or shareholder.

Our financial advisors will work with you to ensure that the deceased’s interest in the partnership or business is optioned for sale to the surviving partners/shareholders within the business, including details of how to calculate the value of the business at this time. Additionally, our financial advisors will explore avenues to fund such a purchase through Life and Total Permanent Disability insurance.