Buy-Sell Funding

Preparing for Change Before It Happens

Buy-Sell Funding sits at the intersection of ownership, timing, and obligation. When one owner exits—by choice or circumstance—the question is not just what happens, but how the transition is actually carried out without disrupting the business.

Clear buy-sell agreements can outline intent, but intent alone doesn’t create liquidity. Comprehensive funding decisions also determine whether ownership transfers smoothly or creates pressure on remaining owners, family members, or the company itself. Therefore, thoughtful Buy-Sell Funding accounts for real-world constraints such as cash flow, valuation uncertainty, and unexpected timing.

At Legacy & Succession, our team works to ensure funding structures support the agreement on paper, allowing transitions to be executed as planned rather than improvised when conditions are least favorable.