Unlock the True Value of Your Business Today

Discover essential strategies for business valuation and succession planning with our free, expert guide from IDA Wealth.

This comprehensive resource reveals why a strong buy-sell agreement is crucial to protecting your business, your future, and your retirement.

Learn the key triggers to include, real-world pitfalls to avoid, and actionable steps backed by industry research – empowering you to build a secure, thriving legacy.

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Is Your Buy-Sell Agreement Missing Critical Information?

What’s at Risk Without Proper Planning?

A retiring owner who continues to collect profits but no longer contributes
A disabled owner with voting rights, but no operational role
Family or legal disputes during divorce or bankruptcy
Unfavorable buyout terms negotiated after someone exits

Based on a review of 2,500+ agreements, fewer than 1 in 3 included retirement as a mandatory trigger.

Don’t leave your future – or your team’s – up to chance.

Download the Free Guide

Want Help Interpreting Your Results?

Our team can walk through your unique situation and show you how to align your agreement with your long-term goals.

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Three Generation Family Sitting On Sofa Together

Exit PlanningKristi Boazman2025-06-23T18:11:28+00:00