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23 December 2025

The Importance Of Buy-sell Agreements And Insurance (Video)

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Kaufman Rossin

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Kaufman Rossin, one of the top CPA and advisory firms in the U.S., has guided businesses and their leaders for more than six decades. 600+ employees deliver traditional audit, tax, and accounting, plus business consulting, risk advisory and forensic advisory services. Affiliates offer wealth, insurance, and fund administration. We’ve earned many awards, but we’re most proud of our Best of Accounting®️ Award for superior client service for four years running, because it’s based on ratings from more than 1,000 of our clients.
Buy-sell agreements are an important part of financial planning for business owners in closely-held partnerships or small businesses, and supporting those agreements with life insurance for the benefit...
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Buy-sell agreements are an important part of financial planning for business owners in closely-held partnerships or small businesses, and supporting those agreements with life insurance for the benefit of each shareholder is often necessary.

In this discussion, Jay Pelham and Jared Kornfeld of Kaufman Rossin Insurance Services review the different types of buy-sell agreements, including entity purchase and cross-purchase plans, as well as the specific benefits to business owners.

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The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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