Buy-Sell Planning Questionnaire

Following are some questions for you to consider concerning what you would like to eventually happen to your business. While not every question will apply to every business owner, this list should provide you with a general framework. Your answers will help to determine if a buy-sell agreement will help in achieving your goals for your business and your family.

The questions in Part I apply to your business interest, and what you want to happen when you die. The questions in Part II apply if you have co-owners in your business, and one of them dies. Part III concerns disability and the continuation of your business.

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