Buy/Sell Agreements
The Foundation of a Successful Ownership Transition
A well-structured buy/sell agreement is one of the most essential components of a successful ownership transition plan. Whether your firm is a corporation, partnership or limited liability company (LLC), a buy/sell agreement serves as a legally binding contract that governs how ownership interests are transferred, helping to protect firm value and preserve harmony among shareholders or partners.
Our Expertise in Buy/Sell Agreement Structuring
DM Consulting Group brings decades of experience working with A/E firms and legal counsel in developing buy/sell agreements that reflect with the firm’s ownership goals, tax planning strategy and legal requirements. Our services include:
- Developing Valuation Methodologies
- Coordinating With Legal and Tax Advisors
- Designing Funding Strategies
- Evaluating Agreement Impacts on Cash Flow and Capital Structure
- Planning For Leadership and Governance Transitions
Even if your firm already has an agreement in place, periodic review is critical. Changes in leadership, tax laws or market conditions can quickly make existing terms obsolete or even detrimental. We ensure your agreement remains relevant, effective and aligned with your long-term transition goals.
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