Buy-Sell Insurance

In any successful business it is inevitable that anyone who is a shareholder will want to “get their money out” of the business. While this event may be one that involves retirement from the business, or a sale of the business to another party, it may also be triggered by the unexpected death or disability of a shareholder .No matter what the situation is, converting those shares from market value into cash in a tax efficient manner becomes of paramount importance. We work closely with our corporate clients legal and accounting advisors to develop and implement strategies that will ensure that when the situation arises, shareholders will be able to convert their holdings into cash in the most tax effective way.