Buy-Sell Agreements and Operating Agreements

Buy-sell agreements are in place to protect a company’s longevity. Buy-sell agreements are contracts that determine how partners, or their heirs, will be compensated for their share of the company by the remaining partners if certain “triggering” events require them to leave the organization. Events that often cause partners to leave businesses include:

– Death
– Divorce
– Disability
– Retirement
– Disagreements between Partners

It is best to implement buy-out contracts as early as possible, and when all partners are on good terms. Our Firm works with you and our attorney’s to help develop a valuation for your Company and identify trigging events and ensure that the correct financing mechanisms are in place to executive buy-sell agreements without causing undue hardship to your Company.

Tax Services

Our professionals have extensive experience in tax preparation and planning for S-Corps, Partnerships, LLCs, C-Corps, Estates, and Trust tax returns. We pride ourselves in understanding complex tax transactions and can implement tax strategies to minimize tax liability.

Business Advisory

Our firm will guide you through any challenge you face such as buying or selling a business, succession planning, understanding how the tax reform (TCJA) can benefit your business, converting your entity structure to a more favorable treatment, assisting in getting your business a loan, analyzing your current insurance policies, among various other advisory services.

Individual Advisory

Our professionals will assist in helping you reach your financials goals. We take a closer look at your current financial/retirement planning and analyze your options, while taking into account tax deductions. We consider the value of your estate and will be able to implement estate planning strategies so your wealth can transfer seamlessly to your family.

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