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 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. Fee-Based Planning offered through Zenith Enterprises, Inc, a state of CA Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drv, Ste 300 Akron, OH 44333; 800-765-5201 www.FINRA.org Chapman Financial Group, Chapman Business Advisory Services, Zenith Enterprises, Inc. and Chapman Insurance Services are separate entities from ValMark Advisers, Inc. and ValMark Securities, Inc.

Any tax advice contained herein is of a general nature and is not intended for public dissemination.
Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein.
This advice is being provided solely as an incidental service to our business as
(insurance professionals, financial planner, investment advisor securities broker.)