Buy-Sell Agreement Checklist
This checklist is a starting point for discussing business transition with your clients. These talking points will help you identify the goals, needs, and commitment levels of the individual business owners, as well as the goals and needs of the business itself. Discussing these matters will help you identify planning opportunities and help your clients minimize the risk of future business disruption.
Please complete this form to download this helpful checklist and start the conversation with your business owner clients.