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Whenever a corporation has more than one shareholder, a buy-sell agreement is recommended. The agreement takes effect in the event of a shareholder’s death, disability, retirement, or conflict with other shareholders. There’s a number of other specific circumstances where the agreement could also be enforced. The agreement prepares all shareholders in case a critical issue arises.

Outline Financial can help you through the process of reviewing a buy-sell agreement with you and your shareholders. We assist by giving you our expertise on the subject and providing structural and/or insurance based solutions to ensure all goals are addressed.  With a buy and sell agreement review by Outline Financial, you ensure your corporation is in good hands.