KEY QUESTIONS TO IDENTIFY BUY/SELL AGREEMENT OPPORTUNITIES W/ PROSPECTS AND CLIENTS

There are a few critical questions that you should be asking all prospects and clients that own businesses to help identify buy/sell agreement needs. 

Not sure what they are? Or even why you would want to ask in the first place? We touch on that in this video, and much more! 

By asking your wealth management or insurance prospects/clients these questions, you help identify new planning opportunities and proactively address a problem that they may or may not even be aware exists. 

By being more proactive and holistic in your discovery and discussions, you separate yourself from the competition, generate more revenue, and develop happier clients. 

Here are the questions I went over in the video: 

All business owners: 
Do you have a business partner? 
What percent of the company do you own? 
Can you tell me a little about your buy/sell agreement? 
When was it created?  
How is it funded?  
So what happens to their ownership if they were disabled, or worse, died? 
I assume this is something that your CPA has discussed with you correct?