01
Buy-sell agreements
Establish a framework for ownership transitions following defined events.
Understand Buy-Sell AgreementsBusiness PlanningProtect the business.
Protect the business.
Plan for the transition.
Help align ownership agreements, insurance funding, and continuity planning with the people and obligations behind your business.
Your goals. Your needs. Our focus.
PREPARE BEFORE A TRIGGERING EVENT
A business is more than an asset.
It can be a family’s income, an owner’s retirement resource, and a responsibility to employees, partners, and customers. A death, disability, retirement, or departure can expose decisions that were never put in writing.
A business continuity conversation begins with who would act, who would own, what the interest may be worth, and where money would come from.
02
Buy-sell funding
Coordinate insurance and other funding with the agreement’s obligations.
Explore Funding Strategies03
Owner & key-person protection
Review the loss of an owner or essential contributor and its financial impact.
Protect Your BusinessThe agreement and the funding should work together.
An agreement without adequate funding can be difficult to carry out. A policy that does not match the legal agreement can put proceeds in the wrong hands or leave a shortfall.
We can coordinate with qualified legal, tax, and business-planning professionals as appropriate. Legal agreements should be prepared or reviewed by legal counsel; East Coast Financial Central Florida does not provide legal advice.
YOUR GOALS. YOUR NEEDS. OUR FOCUS.
Schedule a Conversation Discuss your business continuity plan.
Tell us what matters to you. We’ll begin with your goals, your needs, and the questions on your mind.