Does Your Buy-Sell Agreement Really Protect Your Family?

Owners sign buy-sell (or business continuity) agreements and rely on them to protect their families’ financial security should they die or become disabled. That reliance may be justified when owners periodically update the terms of those agreements for changes in business ownership and value. But relying on an “old” agreement can have consequences that owners […]


Is Your Business Really Your Best Investment?

Over 30 years, Laverne and Shirley (not their real names) had built a successful manufacturing company. Even during slow years, company revenue growth was constant, and year in and year out, Laverne and Shirley invested and reinvested in their company. During our annual planning meetings, we repeatedly recommended that each owner put some money into […]