Buy-Sell Planning: Transferring Your Business Ownership

Too few business owners take the time to plan how they will exit their business. Many business owners assume they know when they will sell their business. But for many people life circumstances (aging parents, death, disability, etc.) will cause them to exit their business before they had originally planned to do so.

The result is that many business owners do not receive the compensation that they expected. There are many reasons for this. Sometimes it is difficult to find a qualified buyer. This can result in a liquidation sale or even receiving no compensation at all.

A funded exit strategy can help successful business owners harvest the value of their business when they leave the company. Through a buy-sell agreement, you select a buyer, determine the purchase price and funding source for the future sale of your business.

This seminar is for business owners and those who work with business owners to understand how life insurance in a buy-sell agreement is the most effective funding mechanism available for the transfer of your ownership in a business.

The event is conveniently located off 17th Street and the 55 in Tustin CA (across the street from Zov’s). Light refreshments will be provided and there is no cost to attend the event. We do kindly ask that you pre-register to attend this presentation.