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Business Continuity Planning & Buy/Sell Agreements
If you were to die before retirement, would your business pass freely to your heirs or be sold to pay the estate taxes? If your partner decided to quit, would there still be a business after the assets were divided? And if you or your partner became disabled, would the company have the expertise it needed to continue?
At the Chapman Financial Group, we analyze potential change of ownership scenarios like these and develop plans to ensure an orderly transition. Plus, where many financial advisors use life insurance to fund these agreements, the Chapman Financial Group goes one step further. We offer our clients disability income policies in case one of the partners becomes disabled. Through our comprehensive planning process, we help business owners take charge of tomorrow, so they can concentrate on doing business today.
3868 State Street, Second Floor · Santa Barbara, CA 93105
Phone 805-682-5578 · Fax 805-569-5582
The representatives of Chapman Financial Group (CFG) are licensed to do business in AZ and/or CA (Lic. #0D11445, 0381549 ) for Insurance and AR, AZ, CA, CO, FL, HI, IA, ID, KS, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, TX, VA, VT, WA, WI and WV for a securities business. Securities offered through Registered Representatives of Walnut Street Securities, Inc. (WSS), Member FINRA & SIPC. CFG and its divisions are not subsidiaries or affiliates of WSS. This communication may not be construed as a solicitation to buy or sell any security. Investment in any security involves risk, including the possible loss of principal. Offer of services under this announcement is exclusively and strictly limited to legal residents of the states listed above.
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