FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Buy/ Sell Agreements

In many businesses today there are multiple owners. The owners are so focused on growing the business, that they may neglect to address what would happen to that business if one of the partners moves on, retires, or dies.

A buy / sell agreement, or buy out agreement, is a binding agreement between co-owners of a business that governs what happens if a co-owner is forced to leave the business, retires, or dies. We work with you to insure that your company's buy/sell arrangement is well funded and to work towards the goal of being certain that there will be money when the buy/sell event is triggered.