Monthly Archives: July 2022

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Structuring An Ownership Buy-Sell Agreement between Business Owners (Ep. 87)

In business, owners retiring, passing away, or leaving are instances that happen more frequently than we may think.

So, how to incorporate this information into a written agreement, especially when someone passes away?

John and Michael Parise from Copper Beech Financial Group are here to answer this and more!

This week, John and Michael unpack the importance of a buy-sell agreement. They detail what happens when a partner passes away along with tax implications for the surviving partner with a buy-sell agreement. 

John and Michael discuss:

  • The three types of buy-sell agreements and how they work
  • Tax considerations for the surviving partners in buy-sell agreement 
  • The value of businesses revisiting their buy-sell agreement
  • Why have a valuation metric 
  • And more!


Connect with John and Michael:

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Mitigating The Stress In The Financial Marketplace (Ep. 86)

The past two years have caused multiple stressors in the financial marketplace. 

Inflation, oil prices, the uncertainty of the dollar, global issues, the war between Russia and Ukraine, and others have made decision-making around our financial future a more daunting task.  

But don’t worry. John and Michael Parise from Copper Beech Financial Group are here to help you so that you help your clients!

This week, this father-son duo unveils the tips and tricks advisors need to support their clients and their financial decisions in this fast-changing marketplace. John and Michael also unpack important conversations you must address with your clients. 

John and Michael discuss:

  • Ways the economy has shifted since 2020 
  • The value of asking and answering the “tough questions”
  • Estate tax changes and ways it impacts those taking risks
  • The importance of conducting market research
  • Some industry shortcomings 
  • And more!

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