A buy-sell agreement is a legally binding document that determines how a partner or shareholder in a closely held business may purchase the interest of another partner or shareholder who withdraws from the business. Integrating business valuation into a buy-sell agreement helps to ensure that all shareholders are treated fairly and equitably if one executes the agreement.

We can assist partners or shareholders by reviewing buy-sell agreements from a business and valuation perspective, providing annual or recurring valuations for your buy-sell agreement and providing expert witness services to settle disputes when necessary.