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Key Person & Buy Sell Agreements Thumbnail

Key Person & Buy Sell Agreements

Do you know anyone who owns a company with 2 or more shareholders? 

Did you know that if a shareholder passes away, the existing shareholders could loose controlling interest in the company as the family of the deceased or disabled would inherit the shares unless a plan is put in place?

We work with individuals in this situation to fund a share purchase through life and disability insurance. This policy would be defined in the buy sell section of the share holdersโ€™ agreement. The existing shareholders would inherit the deceased owners shares and the family would be paid out from the company through the life and disability insurance.

If a company has 2 or more shareholders, it is critical that the event of death and disability are planned and covered.

Schedule a free appointment to discuss your options today! 

Yours truly,

Chris Matte