When a business owner dies, becomes disabled, or chooses to exit, the future of the business hangs in the balance. Without a well-structured buy-sell agreement, families, partners, and employees are often left facing conflict, financial strain, and even the loss of the enterprise itself. This session will show you how to step in as the advisor who prevents those outcomes—by recognizing the gaps in buy-sell planning before it’s too late. Together, we’ll unpack the ‘5 Ds’ that trigger ownership transitions, explore practical frameworks to simplify valuation and funding, and highlight the common mistakes that undermine even the best intentions. With real-world examples and actionable insights, you’ll gain the tools and knowledge to start meaningful conversations with clients—and position yourself as the advisor who not only safeguards their wealth, but also secures their legacy.
