Bryce Schuler, CFP, Author at Independent Wealth + Business Advisory

Author: Bryce Schuler, CFP

Connelly Ruling: What’s Next for Buy-Sell Agreements?

On June 6th, a little-known court ruling reshaped buy-sell agreements between business partners. Connelly v. United States involved two brothers, a business transition, and a valuation dispute. The Supreme Court ultimately ruled that company-owned life insurance increases a company’s value for tax purposes.

Protecting Your Business Legacy: The Role of Buy-Sell Agreements

A buy-sell agreement is a legally binding document between company shareholders. The agreement addresses what will happen if a partner passes away, becomes disabled, or otherwise exits the business. The document also establishes a clear framework for how the business will be valued in these situations.

Small Business Hiring Remains Strong

The labor market has dominated headlines in recent months. Stories circulated that hiring cooled as companies digested higher interest rates, lower growth expectations, and reduced consumer demand. But the headlines overlooked one important detail: small businesses still need workers.

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Connelly Ruling: What’s Next for Buy-Sell Agreements?

Protecting Your Business Legacy: The Role of Buy-Sell Agreements

Small Business Hiring Remains Strong