At LSWG, Certified Public Accountants & Business Advisors, we know that business partnerships don’t last forever. Whether due to retirement, disability, disagreement, or the passing of an owner, every business eventually faces a transition. A well-designed Buy/Sell Agreement ensures that transition is smooth, fair, and financially secure.
Why You Need a Buy/Sell Agreement
A Buy/Sell Agreement isn’t just a legal document, it’s a safeguard for your company’s future. The right agreement:
- Prevents disputes by clearly defining ownership transfer terms.
- Keep your business running without disruption if an owner exits.
- Protects heirs and family members with fair valuation and buyout terms.
- Plans for tax and cash flow impact so you’re never caught unprepared.
Without one, your business could face costly conflict, stalled operations, or forced sales at unfair values.
How LSWG Can Help
Our advisors bring financial, tax, and valuation expertise to guide you through every step of structuring, implementing, and maintaining a Buy/Sell Agreement.
Our services include:
- Business valuation and funding strategy
- Tax and cash flow impact analysis
- Agreement design and review (in collaboration with your legal counsel)
- Periodic updates to reflect growth or ownership changes
- Insurance and financing strategies to fund buyouts
With over 60 years of experience serving Maryland businesses, LSWG understands the unique needs of closely held companies, family businesses, and multi-partner organizations.
Who Benefits from a Buy/Sell Agreement?
- Partnerships or corporations with multiple owners
- Family-owned businesses planning for generational succession
- Businesses with key individuals whose departure would create financial strain
- Any company seeking long-term continuity and stability
Our Process
- Discovery Meeting
First, we learn about your ownership structure, goals, and potential risks.
- Valuation & Funding Analysis
We identify how to fairly price ownership interests and fund buyouts.
- Agreement Drafting
We collaborate with your legal team to craft a comprehensive, customized agreement.
- Implementation & Monitoring
Finally, we help put your agreement into place and review it regularly as your business evolves.
Plan Today. Protect Tomorrow.
A Buy/Sell Agreement is one of the most important tools you can have to protect your business, your partners, and your family’s future. Don’t wait until a crisis forces the issue, start planning now.