Buy-Sell Arrangements
Preparing your business for succession. Successful businesses can take years to build, but are often lost in an instant — and 70%+ of business owners lack an adequate succession plan to protect what they've built.
Owners and partners who fail to plan for unexpected events regularly leave their business facing operational challenges and struggling to survive — often leading to a significant loss in value for the owners, their families, and their employees.
Cavalry helps businesses navigate a number of different risks. Our trusted advisors work closely with business owners and their families to design contingency strategies that mitigate key risks — reducing or even eliminating the impact that scenarios like death, disability, bankruptcy, divorce, or retirement can have on a business's sustainability.
Prepared for Whatever Changes First
Who Benefits, and How
For the Business Owner
- Provides money to ensure a good market price is available when it's needed
- Promotes an equitable and orderly transfer of ownership and management
- May offer tax advantages
- Guarantees heirs a buyer for assets they aren't prepared to manage
- Provides executors cash to pay estate debt, expenses, and taxes
For Partners & Employees
- Gives employees the resources needed to purchase a business they have a vested interest in but might not have the capital to afford
- Assures remaining owners that a deceased owner's share won't end up with someone unsuitable
- Assures continuity for patrons, creditors, and employees
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