Buy-Sell Agreements (Life Insurance Funded)

“A funded buy-sell is the best business will you can write.”

—Warren Buffett

Protect your business and ensure a smooth ownership transition.

How It Secures Your Business Future

A Buy-Sell Agreement is a legally binding plan that outlines what happens to a business when an owner dies, becomes disabled, or exits. When funded with life insurance, it provides the liquidity needed to buy out the departing owner’s share—quickly and tax-efficiently—without disrupting operations or forcing a sale. This ensures the business stays stable, and ownership transfers according to the terms all parties agreed to.

Built for Business Partners & Private Owners

Ideal for closely held businesses, partnerships, and family-owned companies that want to avoid internal conflict and preserve company value. This strategy is essential for founders and partners who care about succession planning, protecting heirs, and ensuring their life’s work doesn’t fall into the wrong hands or face financial chaos.

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