Buy/Sell Arrangements

To assist clients with closely held businesses in their continuity planning, The Baker Companies designs and funds planning solutions for the intergenerational transfer of family-owned businesses to prevent unnecessary taxes and asset liquidation.

Business owners face difficulty after the death of a valued partner. Our solutions provide sufficient cash to redeem ownership from heirs who may not share the same objectives or possess the necessary business skills. We assist our clients with continual review of their goals and objectives to confirm their plans continue to meet the current objectives of the individual and the organization.