Article Archives: Buy/Sell Arrangements


Risk management: Insurance needs for every stage of your career.

Regardless of how your professional and personal life unfolds, you will have to manage your risk throughout your career. In this article, we will take a brief ‘risk management’ journey– from ...


Starting a practice? Here are some pointers on risk management.

Starting a practice? Here are some pointers on risk management.   Buying a practice, or starting one from the ground up is both exciting and fraught with countless details. In our work ...


Buy/Sell Arrangements

BUY/SELL ARRANGEMENTS DISABILITY INCOME INSURANCE: BUY-SELL Your company may have life insurance to help protect the organization against adverse financial consequences that may result from a ...


Buy-Sell Agreement: Need, Funding and Types

By Kenneth C. Thomalla, CPA*, CLU, CFP® Chief Operating Officer Treloar and Heisel, Inc. Buy-Sell agreements are contracts between between business owners for the purchase and sale of a practice ...