A buy-sell agreement defines, in advance, what happens to an owner's interest in a business when a triggering event occurs: death, disability, retirement, divorce, or a voluntary exit. It is one of the most important agreements a co-owned business can have.

Without one, the surviving owners may suddenly find themselves in business with a former owner's spouse, heirs, or ex-partner. With one, the path is defined: who buys, at what price, on what terms, and with what funding mechanism.

We draft buy-sells that match the realities of your business, including valuation methodology, payment structure, and the role of life or disability insurance. We coordinate with your accountant and insurance professional so the funding works.

Buy-sell planning is also estate planning for business owners. Nicole integrates the buy-sell with each owner's personal estate plan so everything moves together.

Who this is for

• Co-owned Arizona businesses of any size
• Family-owned businesses planning generational transitions
• Partnerships preparing for retirement of a founder

What you gain

• A defined process for predictable ownership transitions
• Protection from unwanted new co-owners
• Coordinated valuation and funding mechanisms
• Integration with each owner's estate plan