Buy-Sell Agreement Calculator

Expand Financial, LLC
Megan Kroger
630 Lexington Ave.
Mansfield, OH 44907
jbonsall@expandfinancial.com

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

IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

The information published herein is provided for informational purposes only and does not constitute an offer of investment advisory services. All information is subject to change without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your risk and return preferences. Investment recommendations may change and readers are urged to check with their investment advisors before making any investment decisions. Information provided is obtained from sources believed to be reliable, but we cannot attest to its accuracy. Past performance is not necessarily indicative of future returns. Investment advisory services are offered through Expand Financial, LLC, a Registered Investment Adviser.