Whitley Penn Talks

Buy Sell Agreements: What, why, and How?

September 03, 2019 Whitley Penn
Buy Sell Agreements: What, why, and How?
Whitley Penn Talks
More Info
Whitley Penn Talks
Buy Sell Agreements: What, why, and How?
Sep 03, 2019
Whitley Penn

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.

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.