
How do I fund a Buy / Sell Agreement?
A Buy/Sell agreement should be a properly structured protection plan for the involved parties, but if unfunded, it's just a promise.
A Buy/Sell agreement should be a properly structured protection plan for the involved parties, but if unfunded, it's just a promise.
A properly structured Succession Plan insures that a business will survive after the owner retires, either through a generational transfer, key person transfer or outright sale.
Josh & Jay welcome Will Steih, Managing Director of Prime Capital Investment Advisor’s Tennessee office, to the studio to kick off our Business Owner & Strategies Solutions (B.O.S.S.) Series, a 5 part series specifically designed for the planning needs of successful business owners. Topics discussed: Succession Planning, Buy/Sell Funding, Defined Benefit Plans, Non-Qualified Deferred Comp & Employee Stock Ownership Purchase Plans (ESOP).
In this episode, Josh & Jay discuss their various personal and professional reasons for starting the podcast.