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Buy-Sell Agreements

Independent valuations that give your buy-sell agreement a clear, documented price when ownership changes.

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Protect the Value of Your Partnership

A buy-sell agreement decides what happens when an owner dies, becomes disabled, retires or wants out. The hardest part is usually the price. Agreements that rely on an outdated fixed number or a vague formula often create the very disputes they were meant to prevent.

We help owners and their attorneys set a clear valuation approach, keep values current and provide an independent number when a triggering event happens. That way the conversation is about the transition, not the price. It often fits into a broader succession plan and estate plan.

What We Do

1

Initial Valuation

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

2

Valuation Mechanism Review

Reviewing your agreement's pricing language, including standard of value, discounts and timing, and recommending clearer terms to your attorney.

3

Periodic Updates

Annual or event-based updates so the number in the agreement reflects today's business.

4

Triggering Event Valuations

Independent value conclusions when a buyout provision is triggered.

5

Dispute Support

Objective analysis when owners or estates disagree on value.

Who Is This For

  • Business owners with partners or co-shareholders
  • Families with multi-generational ownership
  • Attorneys drafting or updating ownership agreements
  • Estates and heirs navigating an owner's death or disability

Meet the Team

Our team helps owners set fair value in advance and avoid disputes when ownership changes.

Frequently Asked Questions

How often should a buy-sell agreement value be updated?

At least once a year, and any time ownership, earnings or the business changes significantly. A current value prevents disputes when a triggering event happens.

What is wrong with a fixed price or formula?

Fixed prices go stale, and formulas often miss changes in the business. When an owner dies or leaves, the estate and remaining owners can end up disputing the number. An independent valuation approach set in advance prevents that.

Is the price in your buy-sell still right?

Let's take a look.

Connect With Us Call: 610-544-5900

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