Dan Peterson and Brady Serold are back on the BREW with our second installment of our Focused Planning Series. In February, we’re focused on the importance of Buy-Sell Agreements for your business owner clients. This case study will review a business with multiple owners that completed a Business Valuation and Buy-Sell Agreement. E4 provided recommendations for this business with funding options in the event of death and/or disability. In addition, uncovered areas of concern including personal income protection.
