Executive Planning

Buy-Sell Agreement Advisory

Ensure business continuity with expert buy-sell agreement advisory. We help you structure, fund, and execute ownership transitions with confidence.

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OVERVIEW

Protect business continuity with proactive planning

A Buy-Sell Agreement is more than just a legal formalityโ€”itโ€™s a vital tool for ensuring business stability in the face of unexpected events like death, disability, retirement, or ownership disputes. At Global Advisers, our Buy-Sell Agreement Advisory services are built to help business owners establish clear, tax-aware, and enforceable terms that protect the enterprise and its stakeholders.

Whether you’re structuring an agreement for a partnership, family business, or closely held corporation, we coordinate with legal, tax, and valuation experts to align your agreement with your broader succession, estate, and ownership planning goals.

Built for Business Stability

A business without a buy-sell agreement is vulnerable to internal conflict, cash flow strain, or forced liquidation. Thatโ€™s why our advisory approach focuses on making sure your agreement is properly funded, legally sound, and structured for real-world outcomes.

We help you clarify buyout triggers, valuation methods, funding strategies, and ownership transfer terms. Our role is to ensure your agreement reflects the true nature of your business, protects your interests, and minimizes disruptionsโ€”both financially and operationallyโ€”when ownership changes hands.

Business Account Features

  • Trigger Event Planning โ€“ Define key events that activate the agreement, including death, disability, retirement, divorce, or voluntary exit.
  • Valuation Methodology โ€“ Establish a fair and objective approach to business valuation, including annual updates and third-party support.
  • Funding Strategies โ€“ Coordinate insurance, reserve assets, or loan arrangements to ensure liquidity is available when needed.
  • Ownership Transfer Design โ€“ Structure buyout terms that align with long-term ownership, tax planning, and family or key employee objectives.
  • Legal & Tax Coordination โ€“ Work with legal counsel and CPAs to ensure the agreement supports estate plans, operating agreements, and corporate bylaws.

Is It Right for You?

Buy-sell agreements are essential tools for any business with more than one owner. They are especially critical if:

  • You co-own a business and want a clear path forward in the event of death, disability, or exit.
  • You want to avoid disputes among heirs, partners, or employees during a transition.
  • Youโ€™re concerned about liquidity to fund a future buyout.
  • You need a valuation method that is fair, up-to-date, and accepted by all parties.
  • You want your exit or succession plan to be tax-efficient and aligned with your estate.

Key Benefits

Whether youโ€™re just starting the planning process or revisiting an outdated agreement, our advisory services ensure that your buy-sell structure is more than just paperworkโ€”itโ€™s a fully integrated part of your business and wealth planning strategy.

  • Continuity Protection โ€“ Prevent ownership disruption and keep the business stable during transitions.
  • Clear Valuation Terms โ€“ Avoid disputes by predefining how business value will be calculated.
  • Liquidity Planning โ€“ Ensure funds are available to execute the buyout when needed.
  • Tax-Aware Structuring โ€“ Align buyout terms with estate and capital gains planning.
  • Integrated Oversight โ€“ Coordinate with legal and financial teams for a seamless implementation.

Fees & Expenses

We provide buy-sell agreement advisory services under a flat-fee or retainer-based structure, depending on scope and complexity. This includes coordination with legal, insurance, and tax professionals. All fees are disclosed in writing before engagement, with no commissions or referral incentives.

Our goal is to ensure your agreement is sound, well-integrated, and affordableโ€”whether you’re drafting one for the first time or updating an old version.

Secure your businessโ€™s future before itโ€™s urgent.

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global advisers Buy-Sell Agreement Advisory

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