Broker Check

Buy/Sell Agreements And Business Continuity Planning

Buy/Sell Agreements And Business Continuity Planning

If a partner, officer or key employee suffers injury, illness or death, the consequences could derail your business – unless a buy/sell agreement is in place. For example, should a partner die or become disabled, the remaining partners will likely need to buy out that partner’s share. In such a case, it will be far simpler and generally less costly to adhere to the terms of an existing agreement than to start negotiating from scratch with the partner or heirs, especially in a time of crisis. Zeller Kern can help your practice mitigate these risks with proactive planning. We can help you design and implement buy/sell agreements and business continuity plans with appropriate insurance in place.

Contact Us
It's Time For a
Purposeful Conversation

Ready to take control of your financial future? Connect with Zeller Kern Wealth Advisors today for a meaningful discussion about your goals, values, and wealth management needs. Let's work together to create a plan that helps you grow, protect, and manage your wealth with confidence.

Get Started

This website uses tracking technologies to enable our website functionalities, to enhance user experience or to analyze performance and traffic. We may also share information about your use of our site with our analytics partners. We do not sell your information or share it for purposes of cross-contextual advertising. For more details on the data we process, see our Privacy Policy.