Whitehouse & Company CPA's
Newsletter
Buy-Sell Agreement Calculator
Please answer the following questions to determine which buy-sell agreement form may meet your needs. Once you have answered all the questions, click on the Calculate button to see the results.
1. Type of business?
Sole proprietor
Partner
S-corp
C-corp
LLC/LLP
Professional corp
2. Number of owners?
One
Two
Three+
3. Who are the potential buyers of your business interest? (check all that apply)
Co-owners(s)
Family members
Key employee
Your business
Outside buyer
4. Is obtaining a step-up in tax basis when your business interest is sold important to you?
Yes
No
5. Do you desire to build in flexibility to make the final decisions at a later date (who the buyers will be and the amount purchased) (ability to receive step-up in tax basis?)
Yes
No
6. Do you want to use business dollars for the personal benefit of the owner(s) with minimal personal income tax consequences?
Yes
No
Prepared by Broadridge Investor Communication Solutions, Inc, Copyright 2011
Whitehouse & Company CPA'sWhitehouse & Company CPA's