Business Succession Planning

SFG Brokerage can help advisors to ensure the smooth transfer of their client’s business in the event of a retirement, death, or disability. Crafting a buy-sell agreement and other long-term strategies are just a few ways that our team can help eliminate potential conflicts among business partners. Most importantly, upon the death of a shareholder, a buy-sell agreement ensures that the rightful heirs of a shareholder receive a fair price for their interest.


Let us help you guide your clients, so they can exit with confidence. Our team can show you the appropriate design and funding alternatives to ensure your clients business for generations to come.

Business Meeting