Family Protection Planning

Since a smart buy-sell arrangement can mean the difference between harmony and bitter acrimony, we saved our client from a potential business disaster.

Client Profile
Our client was a 50% shareholder of a successful investment firm valued at $20 million dollars. Since death, disability or early retirement of either shareholder could cripple the business and spell disaster for the surviving shareholder, the client needed a way to protect the vitality of the business while guaranteeing his family would be fairly compensated in the event of his disability or death.

The Fishman Associates Solution
We showed our client the best way to structure and implement a buy-sell arrangement that would both protect his business and fairly compensate each shareholder's family for their respective interests. Through careful structuring, we also ensured that unnecessary income and estate taxation were avoided on the buyout of either shareholder's interest.