EPISODE · Dec 17, 2025 · 15 MIN

EP29: Buy-Sell Agreements, Part A

from On The Mark: Financial Literacy with Mark Zinman · host Mark Zinman

In this three-part series, Mark is joined by Steven Bowles, owner of Catalyst Advisory, to break down the essentials of Buy-Sell Agreements. Mark and Steven cover the basics—what a Buy-Sell Agreement is, who needs one, the events that trigger it, and how value is determined. A concise, practical introduction to why every business owner should understand this critical planning tool.

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