Mini Bite: Buy-Sell Purchase Agreements (Entity Purchase)

Posted by Mike Long, CFP®, ChFC®, CLU®

Dec 26, 2019

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

Topics: Mini Bites Video Series