Whitley Penn Talks

Buy Sell Agreements: What, why, and How?

September 03, 2019 Whitley Penn
Whitley Penn Talks
Buy Sell Agreements: What, why, and How?
Show Notes

Sit down with Robert Allen and W.P. Richardson as they address Buy Sell Agreements. They will discuss what these types of agreements are, why they are needed, potential funding options that are available, and some of the pitfalls that come along with those funding options. 

Robert maintains a level of expertise with the valuation related issues, while W.P. is the expert on funding "Buy Sells" with insurance. The two will bring their expertise together to dive into more detail on Buy Sell Agreements as a whole.