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For many, this assembly is the cornerstone of the exit and succession module within BusinessDocx. The buy-sell agreement interview and assembly contains the most sophisticated and comprehensive sets of options ever produced in a buy-sell agreement document assembly system. Authored primarily by Lou Mezzullo and Eric Manterfield, nationally recognized authorities on business transition planning, the buy-sell agreement templates will allow you to provide your business clients with the highest level of sophistication as you comprehensively help them prepare for business exit, whether that exit is soon or many years away.

Like most planning tools, the buy-sell agreement should be reviewed periodically to make sure that it continues to meet your client’s – and their business’s – needs as time goes on. A thorough review of the buy-sell agreement should be part of a robust periodic maintenance program.