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Small Business Planning Buy-Sell
It’s a total surprise to look at the statistics on how many small businesses have not done their buy-sell agreement or to see that some businesses have formulated their legal documents but have not funded the plan to protect what they have worked for all their lives! Over the years I have seen too many businesses fold because the owners failed to do the planning needed to protect their interest. If you are buying or selling a business or have a business with partners and you would like protection in event of the death, disability, or retirement of a partner we will be happy to work with your current CPA and attorney to create & fund your buy-sell agreements.
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Insurance and Tax services offered through Hoss Retirement & Insurance Services, Inc., which is not affiliated with Woodbury Financial Services, Inc.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Insurance services offered through Hoss Retirement & Insurance Services, Inc. which is not affiliated with Woodbury Financial Services, Inc. Woodbury Financial Services Inc. does not offer tax or legal advice.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, ID, NV, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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