Wait and See Buy-Sell: At Death
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Business has option to purchase X's stock |
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If business does not exercise option or purchases less than all of X's stock, Owner Y has a second option to purchase X's stock |
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Business is required to purchase any of X's stock not purchased |
See During Lifetime
Prepared by Broadridge Advisor Solutions. © 2023 Broadridge Financial Services, Inc.
Michael Brocker, MSFS,CLU,ChFC,AEP®,AIF®
Financial Advisor and CEO
Legacy Wealth
Matthew Brocker, MSFS,AEP®,RICP®,CAP®,AIF®
Financial Advisor
Joshua Brocker, CFP, AIF®
Financial Advisor and Planning Strategist
Benjamin Brocker, CFA
Investment Strategist
