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Understanding Buy/Sell Agreements
In this episode of FIN-LYT by EWA, Matt Blocki, Jimmy Ruttenberg, and Jamison Smith delve into the critical topic of buy-sell agreements and their role in safeguarding businesses and ensuring seamless transitions. With years of expertise, Jimmy Ruttenberg shares invaluable insights on structuring effective agreements that protect owners, stakeholders, and the business itself during pivotal moments like ownership changes, retirement, or unforeseen circumstances.
The discussion highlights actionable strategies, such as choosing the right funding mechanisms, tax-efficient planning for buyouts, and aligning agreements with long-term business goals. They also explore real-world examples, emphasizing how a well-crafted buy-sell agreement can prevent conflicts, preserve value, and provide peace of mind for all parties involved. Whether you’re a business owner or an advisor, this episode is packed with practical advice to help you navigate this essential aspect of business planning.
Connect with EWA
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View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summ...
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By EWA LLC
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5151 ratings
In this episode of FIN-LYT by EWA, Matt Blocki, Jimmy Ruttenberg, and Jamison Smith delve into the critical topic of buy-sell agreements and their role in safeguarding businesses and ensuring seamless transitions. With years of expertise, Jimmy Ruttenberg shares invaluable insights on structuring effective agreements that protect owners, stakeholders, and the business itself during pivotal moments like ownership changes, retirement, or unforeseen circumstances.
The discussion highlights actionable strategies, such as choosing the right funding mechanisms, tax-efficient planning for buyouts, and aligning agreements with long-term business goals. They also explore real-world examples, emphasizing how a well-crafted buy-sell agreement can prevent conflicts, preserve value, and provide peace of mind for all parties involved. Whether you’re a business owner or an advisor, this episode is packed with practical advice to help you navigate this essential aspect of business planning.
Connect with EWA
https://ewa-llc.com/
/ ewa.llc
/
/
View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summ...
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