Complimentary Buy-Sell Agreement Review

We at IFC have seen a sharp increase in the use of buy-sell agreements amongst our small business clients. We have also conducted reviews of buy-sell agreements in effect and found there are many drafted with contradictions or missing information. We want to offer you a free review of your buy-sell agreement to make sure the contract is as effective and accurate as possible. Contact us if you would like to schedule your review!

Author:
Garrett Konrad (CRD# 6686423) is a Partner at Integrated Financial Concepts (IFC), a registered investment advisory firm based in Auburn, CA. Garrett specializes in holistic wealth management, tax-efficient portfolio optimization, and helping business owners and families navigate market volatility to secure their financial futures. A dedicated advocate for the Placer County business community, he currently serves on the board of directors for the Auburn Chamber of Commerce. Schedule with Garrett at https://freebusy.io/garrettkonrad

Get started

If you want to get a free consultation without any obligations, fill in the form below and we'll get in touch with you.