create counter
AdvancedMarkets
Business Planning BUSINESS SUCCESSION CONCEPT PRESENTATIONS
Business Continuation Concepts (Full)  Installment Sale (One-pager)  Key Person Life Insurance (Full) 
Business Continuation Concepts (Summary)  Section 303 Redemption (Full)  Key Person Life Insurance (Summary) 
Buy-Sell Agreement (One-pager)  Section 303 Redemption (Summary)  Key Person Life Insurance (Flowchart) 
Entity-Purchase Buy-Sell Agreement (Full)  Section 303 Redemption (Flowchart)  Key Person Valuation (One-pager) 
Entity-Purchase Buy-Sell Agreement (Summary)  Transferring a Growing Business (Full) 
Entity-Purchase Buy-Sell Agreement (Flowchart)  Transferring a Growing Business (Summary) 
Cross-Purchase Buy-Sell Agreement (Full)  Transfers for Value (Full) 
Cross-Purchase Buy-Sell Agreement (Summary)  Transfers for Value (Summary) 
Cross-Purchase Buy-Sell Agreement (Flowchart)  Business Valuation 
One-Way Buy-Sell Agreement (Full)  One-Way Buy-Sell Agreement (Summary)  One-Way Buy-Sell Agreement (Flowchart) 
EXECUTIVE/EMPLOYEE BENEFITS
Executive Bonus Arrangements (Full)  Group Term Life Insurance (Full) 
Executive Bonus Arrangements (Summary)  Group Term Life Insurance (Summary) 
Executive Bonus Arrangements (Flowchart)  Group Term Life Insurance (Flowchart) 
Executive Bonus (One-pager)  Nonqualified Deferred Compensation (Full)  Nonqualified Deferred Compensation (Summary)  Nonqualified Deferred Compensation (Flowchart)  Nonqualified Deferred Compensation (One-pager) 
FUNDING METHODS AND OTHER
Split-Dollar—Endorsement Method (Full)  Financial Ratios 
Split-Dollar—Endorsement Method (Summary)  Equipment Buy vs. Lease 
Split-Dollar—Endorsement Method (Flowchart)  Split-Dollar—Collateral Assignment Method (Full)  Split-Dollar—Collateral Assignment Method (Summary)  Split-Dollar—Collateral Assignment Method (Flowchart)  Split Dollar (One-pager) 

Terms of Use