wealth management Burlington



Shareholders Agreement Audit Service

Many business-owners have some form of a buy/sell agreement in place. However, we often find opportunities for improvement such as improving the tax efficiency of the funding, or restructuring the agreement to ensure proper coordination between all parts. Poulos Advisors provides an auditing service to determine if you have the optimal agreement in place, including:

  • Determining if you have the right type of agreement. For example, should it be cross-purchase or entity purchase.
  • Reviewing your strategy and legal documents and determine if they are in line with your objectives and flexible enough to accommodate unforeseen change.
  • Evaluating your funding mechanism to verify it will provide the funding needed, in addition to being cost effective and tax efficient.
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