Succession Planning

Choosing the Right Funding Method

The type of funding method you choose for your buy-sell agreement depends on several factors, including:

  • The size of your business
  • How your business is structured
  • Your business tax bracket
  • How many owners/partners have a share in your business, and their ages, tax brackets, and ownership percentages
  • How much cash or credit is available to the business or business owners
  • How your buy-sell agreement is structured

Depending on how your business is structured and run, you may choose a single funding method or use several in combination when creating your buy-sell agreement.

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