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Trusteed Buy/Sell

We facilitate buy/sell agreements to provide a planned, efficient, and funded transfer of a firm’s ownership interest.
A buy/sell agreement protects business owners if a co-owner wants to be bought out of the business, wants to retire, wants to sell shares to someone else, goes through a divorce, or passes away. Setting the price and terms for a buyout, this type of agreement protects everyone's interests.


We can help you mitigate risk with our buy/sell agreement services.

  • Safekeep trust assets and agreements
  • File death claims with insurance companies
  • Distribute insurance proceeds and stock shares
  • Mail asset reports to grantors