Business Succession Issues: Understanding Buy-Sell Agreements
Buy-sell agreements are legal arrangements used to ensure that a closely held business will be able to continue in case of the death, disability, or departure of an owner or partner, as well as other possible triggering events. They spell out how such a situation will be dealt with and set a value on the ownership interests, or a procedure for determining the value at a future time. Buy-sell agreements may be structured as cross purchase, entity purchase, and hybrid purchase plans. Life insurance policies typically provide the source of funds for purchasing shares under a buy-sell agreement. The structure and funding of an agreement depend on such factors as the number of owners involved, the needs of the business, tax effects, and the...
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