These common instruments raise special considerations in the S corporation context.

In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

Discover how a cross-purchase agreement protects businesses by allowing partners to buy a departing partner’s shares, ensuring smooth transitions and business continuity.

Buy-sell agreements often play a crucial role in the succession of family businesses. It's therefore essential to structure and fund them properly — and to understand how they can help fix estate tax ...

There are two significant reasons for a client to have an updated and funded buy-sell agreement. One is to allow the surviving partner to maintain sole control of the business if one of the owners or ...