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Episode Info:

When it comes to buying and selling, it’s critical that you understand the difference between public and privately held companies. While there is a readily available market for public ownership, buying and selling within a private partnership or company can be a bit more complicated. 

In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss why buy-sell agreements are so important and what you must know about them.

In this episode, you will learn:

  • What the common triggers are for buying and selling in a privately-held company
  • How business structure may impact your buy-sell agreements
  • Why you should account for capital gains taxes in these documents
  • Why a “wait and see” strategy can be beneficial
  • And more!

Tune in now to learn about the importance of buy-sell agreements!

Resources:  Copper Beech Financial Group

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