Shareholder Planning

Multiple shareholders of a company often have a shareholders agreement. The critical consideration is not how shares will be purchased, but how the share purchase is funded.
Even if surviving shareholders or the company has the cash on hand – life insurance is the most efficient funding mechanism due to the tax advantages. 

Shareholder Planning

Having an effective plan between shareholders is critical for both the company and the families involved; it is even more important where there are multiple shareholders within the corporate structure or where shareholders are unrelated or at different stages in … read more