Cover Your Business With an Entity Purchase Agreement
An Entity Purchase Agreement, also known as a Stock Redemption Agreement, is a reliable way to ensure your business remains stable during ownership transitions. In this arrangement, the business itself buys back the departing owner’s shares, simplifying the process and protecting the interests of all parties involved. At Mike Garcia Financial, we specialize in creating tailored agreements that safeguard your business and its future.
A Simplified Approach to Ownership Transitions
When a business owner leaves, it’s essential to have a clear plan in place. An Entity Purchase Agreement allows the business to take responsibility for buying back the departing owner’s shares, ensuring a smooth transition without placing the financial burden on individual partners. This approach is particularly effective for businesses with multiple owners, offering simplicity and fairness.
Real Conversation
We start by understanding your business, your goals, and your constraints. No pressure, just honest discussion.
Clear
Options
I’ll present retirement plan solutions in plain English—not financial jargon. You’ll understand exactly what each option means for you, your business, and your employees.
Implementation Support
We handle the heavy lifting of setting up your plan, from paperwork to employee education.
Ongoing Management
Your retirement plan isn’t a “set it and forget it” proposition. We provide ongoing support to ensure it continues meeting your needs as your business evolves.
How It Works
1
Let’s discuss your business and determine if an Entity Purchase Agreement is the right fit for your needs.
2
We’ll design an agreement that ensures a smooth ownership transition and protects your business’s future.
3
From drafting to implementation, we’ll take care of the heavy lifting so you can focus on running your business.