When "What If?" Becomes Reality: Safeguard Your Business Partnership Now

What's your plan if the unexpected happens? Don't leave your business vulnerable.

Get your FREE business valuation and learn how to safeguard your business future

GAIN PEACE OF MIND

ORDERLY TRANSFER OF VALUE

ENSURE CONTINUITY

The Question No One Wants to Ask (But Every Business Owner Needs to Answer)

You and your business partner share a vision and belief in your success. But have you ever considered what happens if your business partner unexpectedly can't continue? It's a question most business partners AVOID.

The thought of illness, disability, or even death is uncomfortable.

But the reality is, without a plan, the future of your business hangs in the balance.

Think about the chaos if your partner suddenly couldn't contribute.

Whether it's.

Financial strain to buy out their share

Dealing with grieving family members who may not understand the business.

Legal battles and potentially facing costly litigation.

Losing a key decision-maker and facing a leadership vacuum.

The truth is most businesses don't survive the sudden loss of a partner.

But there is a solution.

A legal document that can protect your business, your partner's family, and your hard-earned legacy.

A document that provides clarity, peace of mind, and a clear path forward, no matter what the future holds.

The Buy-Sell Agreement: Your Business Safety Net

A Buy-Sell Agreement is the legal document that protects you, your partner, and your families from the financial and emotional turmoil of an unplanned event, such as illness, disability, death, or retirement.

With a Buy-Sell Agreement in place, you gain:

Certainty in Uncertain Times

You'll have a predetermined plan for ownership transitions, eliminating guesswork and conflict.

Financial Security

The departing partner or their family receives a fair payout, safeguarding their financial future and ensuring the business has the funds to continue operating.

Business Continuity

The remaining partners retain control of the company, minimizing disruptions and ensuring a smooth transition.

Peace of Mind

Knowing you have a plan in place allows you to focus on growing your business, confident that your legacy is protected.

Your Masterclass to Understanding Buy-Sell Agreements

Here's what you'll learn:

Valuation

Discover proven methods for determining the fair market value of your business, ensuring a transparent and equitable buyout process.

Triggers

Understand the various events that can trigger a buy-sell, including death, disability, retirement, and even personal conflicts.

Buy-out options

Explore different buy-out structures (cross-purchase, redemption, or hybrid) and choose the one that best suits your business.

Funding strategies

Learn how to leverage life insurance to fund the buy-out, easing the financial burden on the remaining partners.

Here’s What Our Clients Have To Say

Your Business Deserves a Plan.

Don't wait for uncertainty to cloud your business's future. Take control today. Click the button above to claim your spot in our exclusive masterclass and receive your complimentary Business Valuation report. Your peace of mind is just a click away.

Frequently Asked Questions

How long is the video?

The video is approximately 25 minutes long and is filled with essential information and practical advice on setting up buy-sell agreements.

I don't have much time. How quickly can I set up a buy-sell agreement?

Setting up a buy-sell agreement is quicker than you might think. Our team is here to help you through each step, ensuring everything is done efficiently.

What if my business situation is unique? Will this still work for me?

Yes! The strategies we discuss are flexible and can be customized to fit your business's specific needs.

This seems complicated. Will I be able to understand it?

Absolutely! The video is designed for business owners like you. We break down complex concepts into simple, easy-to-understand steps.

I’m worried about the cost. Is setting up a buy-sell agreement expensive?

Not necessarily. The video will show you how to set up a buy-sell agreement using life insurance, which can be a cost-effective way to ensure your business is protected without large upfront investments.

Advisory Services are offered through Unity Wealth Partners LLC, an SEC Registered Investment Adviser (RIA). The experience of this investment professional can be reviewed via Investment Adviser search. The information provided is not intended to be a substitute for specific individualized tax advice. Specific tax issues should be discussed with a qualified tax advisor. Neither the named adviser nor the named RIA offers tax or legal advice. Insurance solutions and/or strategies offered by licensees at Unity Capital Advanced Insurance Solutions.