You’ve worked hard to build your business. Many successful business owners, however, do not prepare for the day that they will leave their business. Lack of planning can result in not receiving adequate compensation for the business that they have built. But it doesn’t have to be this way. A buy-sell agreement can ensure that owners receive adequate compensation on the date they leave the business. A buy-sell agreement guarantees a buyer who will pay you a fair market value for their share of the business. In this seminar, we will discuss how life insurance is the most cost-effective way to ensure that ownership interests are transferred.
Presented by Keith Conley.
Keith Conley, CERTIFIED FINANCIAL PLANNER™ operates in Orange County, CA. He specializes in financial planning for businesses with 10+ employees and business owners by providing advice on investments, retirement plans, and business succession and continuity planning. Keith’s success is attributed to his client centric approach and working with his client’s other advisors which increases client success (tax pros, attorneys, etc.).