Buy-Sell Insurance

A buy-sell agreement may be thought of as a sort of "premarital agreement" between business partners/shareholders. It is sometimes called a 'business will'.

A buy-sell agreement is made up of several legally binding clauses in a business partnership or operating agreement that can control the following business decisions:


     ·
   Who can buy a departing partner's or shareholder's share of the business;
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   What events will trigger a buyout, and;
     ·
   What price will be paid for a partner's or shareholder's interest;

The most common events that trigger a buyout are: death, disability, critical Illness, retirement, or an owner leaving the company.

An insured buy-sell agreement (agreement funded with Life, Disability or Critical Illness insurance on the participating owner's lives) is used to ensure the buy-sell arrangement is well-funded and also to guarantee there will be money when the buy-sell event is triggered.

For more information or to request a quote please contact us.