In this 5-minute video, Mike explains key aspects of Entity Purchase Buy-Sell Agreements. Understanding this estate planning tool enables planners to assist clients with business succession plans. These agreements can help ensure a smooth transition in the event of a business owner's death.
The Boston Institute of Finance’s Mini Bite video series aims to tackle key financial planning topics that are both important in practice and testable on CFP® Board’s certification exam.
Find more helpful videos on The Boston Institute of Finance's YouTube page