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Ed Pratesi Managing Director

We help business owners with one of the most important decisions they will make – how can I transition my business?

Contact me to learn more on our valuation and transition advisory services.

Is Your Buy-Sell Agreement Safe?

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Those of us that are fans of Dustin Hoffman may recall a movie titled Marathon Man and you may immediately think of the following dialogue:

Is it safe? Yes, it’s very safe, it’s so safe you wouldn’t believe it.

Is it safe? No, it’s not safe at all, it’s …very dangerous…

Now, let’s ask the question:

Is Your Buy-Sell Agreement Funded by Life Insurance Safe?

A recent Eight Circuit Court opinion may create more than a tooth ache for business owners who have funded buy-outs with life insurance.

Enter the Dragon – That is SCOTUS.

Book an Appointment with Ed

Call or email me for an initial one hour consult to see if I can help and how we can work together. Phone: 860.558.0453