Buy-Sell
Cross-purchase, entity redemption, hybrid. Valuation that is current. Funding that arrives when the trigger does.
A buy-sell without money is a wish. Retention without a reason to stay is a speech. We stay for both.
Cross-purchase, entity redemption, hybrid. Valuation that is current. Funding that arrives when the trigger does.
Revenue shock, lender comfort, time to hire. The company is the owner of the policy for a reason.
Split-dollar, deferred comp, bonus plans — tax-efficient handcuffs, designed with your CPA.
The test: would this still make sense if we were not allowed to sell a policy? If the answer is no, we will not start there.