Shareholder Agreement Strategies
(Key Person & Buy-Sell)
A buy-sell agreement is a plan that provides for an orderly change of ownership under certain circumstances such as the death or disability of a business principal. If properly funded, the shareholder’s family will receive a fair market value for their shares, providing them with capital to help maintain their standard of living. We have engaged the services of a Chartered Accountant familiar with buy-sell agreements and the use of insurance to provide a complimentary review of your buy-sell agreement. Establishing a properly funded buy-sell agreement between shareholders, or for a successor owner, provides security and the knowledge your business can continue to prosper even in the event of a tragedy.