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Adam Herzing, CFP
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Funding Buy-Sell Agreements


A buy-sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to help ensure that the arrangement is properly funded so that there will be money if the event occurs.

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Adam Herzing, CFP
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  • About
    • How We're Different
    • Meet Your Team
    • Strategic Resources
    • You-Centric Approach
  • Expertise
    • Services for Individuals & Families
    • Services for Businesses
    • Services for Pre-Retirees & Retirees
    • Life Plan Strategies for Your Business
    • Lifetime of Hope
    • Navigating Income Tax
  • Resources
    • Weekly Market Overview
    • Our Blog
    • Investment News
    • Combined Video Library
    • Newsletter Articles
  • Contact
    • Get a Second Opinion
    • Office Information
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