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Buy-Sell Agreement - from $880

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PRODUCT INFORMATION

ORDERING A BUY-SELL AGREEMENT

One way to protect your interests in a business, and to minimise disruption to the business when a co-owner departs or exists the business, is to enter into a buy-sell agreement.

A buy-sell agreement sets out an arrangement designed to protect the interests of the departing owners and the remaining owners of a business, while preserving the business itself.

Topdocs provides both a standard buy-sell agreement, that provides for the exit of an owner via an insurance funded event, and a more tailored, comprehensive buy-sell agreement which caters for other exit events and more complex arrangements.

Our buy-sell agreements have been developed by our in-house legal team at Topdocs Legal Pty Ltd.

THE TOPDOCS STANDARD INSURANCE FUNDED BUY-SELL AGREEMENT

The Topdocs standard insurance funded buy-sell agreement provides for the exit of an individual as a result of:

  • Death
  • Total or permanent disablement including mental illness
  • Diagnosis of a major disease or condition identified as a trauma event

FEATURES OF THE TOPDOCS STANDARD INSURANCE FUNDED BUY-SELL AGREEMENT

  • Our buy-sell agreement is expertly drafted by the lawyers at Topdocs Legal Pty Ltd
  • The agreements can cover insured events like death, disability and trauma
  • Ownership of policies can include principals, SMSFs, insurance trusts (at additional cost per insurance trust), the business, co-owners, tenants in common or joint tenants
  • Suitable only for insurance funding
  • A clearly established procedure for valuations, remaining proprietors and admission of new proprietors, payment plans, dispute resolution and confidentiality covenants
  • The additional option to have the constitution or governing document of the business reviewed by our lawyers for an additional fee of $220inc GST

THE TOPDOCS COMPREHENSIVE BUY-SELL AGREEMENT

The Topdocs comprehensive buy-sell agreement can be specifically tailored to meet your client’s requirements, and can cater for:

  • Death
  • Total or permanent disablement including mental illness
  • Diagnosis of a major disease or condition identified as a trauma event
  • Voluntary retirement or resignation
  • Bankruptcy
  • Conviction for a serious criminal offence
  • Forced Exits
  • Related Party Transfers

FEATURES OF THE TOPDOCS COMPREHENSIVE BUY-SELL AGREEMENT

  • Our buy-sell agreement is expertly drafted by the lawyers at Topdocs Legal Pty Ltd
  • When required, advice is provided on the ownership of policies, the deductibility of premiums, tax exemption of insurance proceeds as well as tax consequences of the transactions effected by settlement
  • The agreement can cover insured events like death as well as insolvency, voluntary or involuntary transfers
  • Ownership of policies can include principals, SMSFs, insurance trusts, the business, co-owners, tenants in common or joint tenants
  • Suitable for insurance funding, pre-agreed financing, instalment arrangements and other circumstances
  • Can deal with internal debt extinguishment, succession risks and profit distributions

MORE INFORMATION

You can learn more about the Topdocs Buy-Sell Agreement documentation in the RELATED INFORMATION tab.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

ORDERING OPTIONS

ORDER BY FORM

Order your document by completing the form below and returning it to us by email or fax.

 

STANDARD

COMPREHENSIVE

Standard Insurance Funded Buy-Sell Agreement Comprehensive Buy-Sell Agreement
   

 

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

PRICING

 

ADVISER^
(inc GST)

RETAIL
(inc GST)

INSTANT EMAIL DELIVERY


  • due to the complex nature of this document, it is only available via full service delivery

Not Available


Not Available


FULL SERVICE DELIVERY -
Standard Insurance Funded


  • your document is professionally printed and bound, reviewed by our legal team where required, then delivered to you by express post
  • delivery is generally within 48 hours

$880


 

$990


 

FULL SERVICE DELIVERY - Comprehensive


  • your document is professionally printed and bound, reviewed by our legal team where required, then delivered to you by express post
  • delivery is generally within 48 hours

$2200


 

$2750


 

adviser pricing ^ Adviser pricing is available to accountants, financial planners, SMSF specialists and legal practitioners.

 

YOUR DELIVERY OPTIONS

When you order a document you can select how you would like it delivered to you. Your options are:

FULL SERVICE DELIVERY

  • your document is professionally printed and bound, reviewed by our legal team where required, then delivered to you by express post

 

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

RELATED INFORMATION

MORE INFORMATION

Outlined below is additional information relating to the document you have chosen.

Topdocs Buy-Sell Agreements ... [more]

Topdocs Standard Insurance Funded Buy-Sell Agreements ... [more]

Topdocs Comprehensive Buy-Sell Agreements ... [more]

Buy-Sell Agreement Comparison Table ... [more]

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.