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EPISODE · Sep 26, 2024 · 3 MIN

Maximizing Value in a Buy-Sell Agreement

from Investors' Insights and Market Updates · host Fi Plan Partners

Don’t miss this week’s episode featuring Mark Hume as he explores the benefits of buy-sell agreements for businesses. Tune in to discover how these agreements can strengthen your company when implemented correctly.   Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Maximizing Value in a Buy-Sell Agreement first appeared on Fi Plan Partners.

Episode metadata supplied by the publisher feed · Published Sep 26, 2024

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