• We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

Shareholder or Partner Planning

Shareholder or Partner Planning (Unanimous Shareholder Agreements and Buy/Sell Agreements)

If shareholders are among your business’s stakeholders, Wiegers Financial & Benefits can assist you in ensuring that the business continues to operate smoothly in the event of a shareholder disturbance.  Unanimous Shareholder Agreements (USA) define when, why, how, to whom, and under what terms a shareholder may or must turn over beneficial ownership of shares to others.  A USA typically outlines what will happen if a working shareholder is unable to perform his or her business responsibilities because of retirement (voluntary or involuntary), disability or death.

A Buy/Sell Funding Agreement can supplement or be used in lieu of a USA.  It is designed to ensure that partners or shareholders have the cash available to purchase the interest or shares of a disabled or deceased partner or shareholder.  If this type of agreement is appropriate to your situation, your Wiegers Financial & Benefits advisor will advise you accordingly.  He or she will also make recommendations concerning insurance policies that could provide the funding necessary under the terms of the agreement.

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