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Buy-Sell Agreements

Why Use a Buy-Sell Agreement?

When you own a business, it’s important to think of the future success of the entity.  One way to protect the business, and your vested interest in it, is through Buy-Sell Agreements.  A typical buy-sell allows a business entity or other business owners the opportunity to purchase a departing owner’s business interest at a pre-determined price. This allows the business and the remaining owners to protect themselves from future adverse consequences, such as disruptions of operations, entity dissolution or business liquidation that might result if certain events, such as an owner’s sudden incapacity or death, should occur. 

Some advantages of a Buy-Sell Agreement are:

  • Assures continuation of a business
  • Assures a smooth transition of a business
  • Provides assurance to creditors, customers, and employees
  • Guarantees a buyer for a departing owner’s interest
  • Can prevent outsiders from gaining control of a business
  • Protects heirs from unfair treatment

Contact a LPL Financial Advisor today for more information, or to see if a Buy-Sell Agreement fits in your business's financial plan.

*Tax and legal services are not offered by LPL Financial or Ixonia Wealth Management.

Investment Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:
Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL

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