Family Business Matters
With over 235 family and privately-held businesses, the University of Toledo Family Business Center offers benefits that include access to local, regional, and nationally recognized business experts and affiliates. This podcast highlights this expertise on a variety of business and family-business-related topics -- enjoy!
Family Business Matters
Buy-Sell Planning
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UToledo Family Business Center
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Season 1
If you own all or part of a business, you should know about buy-sell agreements. A business buy-sell agreement is created to protect from certain events, the most common of which are often referred to as the five D’s: death, disability, divorce, departure (either voluntary or involuntary), and disqualification. The agreement structure can vary, and the owners of a company, with guidance from legal and financial professionals, can determine which structure best fits their needs.
Join the UToledo Family Business Center and Skylight Financial Group for a Webinar on Buy-Sell Planning presented by Todd McGee, JD, LLM from MassMutual. The Webinar will cover the following:
- Various buy sell scenarios via four unique case studies
- Different types of buy sell designs/options
- Need for an agreement
- Possible tax implications
- Best means to help fund the agreements