Buy Sell/Business Transition Planning

Most business owners do NOT have a simple buy/sell plan in place (let alone a comprehensive business transition plan).

Putting in place agreements and other needed items for a proper plan isn’t fun, but not doing it can cause business owners and/or their heirs significant headache and many times quite cost quite a bit of money.

The best way to motivate business owners to take steps to move forward to put a plan in place is through education and there is no better education than that offered by Jim Duggan, JD, MBA. Attorney Duggan does a masterful job with this educational series as you are able to see for yourself by watching the following FREE video.

Want help with your buy/sell/business transition plan, contact Roccy DeFrancesco, JD, CAPP, CMP, Founder: The Wealth Preservation Institute at and he’d be happy to assess your situation and make a recommendation to help you accomplish your short- and long-term goals.

FREE Educational Video on Cross-Purchase vs. Redemption Agreements

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