You spent your entire lifetime building up your business. Have you considered your options in the event of your disability, retirement, or a business dispute with your partner? Will your family get their fair share?

What will happen to you and your business, if your business partner is arrested on fraud charges?

Business partners often overlook:

  • The necessity of protecting your loved ones in the event of an unforeseen situation
  • Free step up in cost basis and the tax consequences
  • Impact on business both current and future in the event of the demise of a key person

We help our clients establish these agreements in good times so that the emotions of bad times do not overwhelm their financial future!

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