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Buy-Sell Agreements

Valuations that support buy-sell agreements and ownership transitions.

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Protect the Value of Your Partnership

A buy-sell agreement protects everyone when ownership changes hands, whether due to death, disability, retirement, or disagreement. But an agreement is only as good as the valuation mechanism behind it. We help you establish fair, defensible values that reduce conflict when it matters most.

What We Do

1

Initial Valuation for Agreement

Establishing a baseline value when the agreement is created or updated.

2

Periodic Valuation Updates

Updating valuations annually or as circumstances change.

3

Triggering Event Valuations

Determining value when a buy-sell provision is triggered.

4

Valuation Mechanism Review

Evaluating existing agreements and recommending improvements.

5

Dispute Resolution Support

Providing independent valuation when parties disagree on value.

Who Is This For

  • Business owners with partners or co-shareholders
  • Companies establishing or updating buy-sell agreements
  • Attorneys drafting or reviewing ownership agreements
  • Families with multi-generational business ownership

Meet the Team

Our team helps business owners establish fair value and avoid disputes when ownership changes.

Need a valuation for your buy-sell?

Let's get it right.

Connect With Us Call: (610) 544-5900

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Stay informed with our latest articles on buy-sell agreements, ownership transitions, and valuation best practices.

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