Peyman Cohan, JD at Pacific Advisors

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your current business needs and situation.

Review and refine your buy-sell agreement A professional buy-sell agreement review with customized recommendations.

For many business owners, their business is their most important asset. That’s why buy-sell agreements can be vital. It is a critical arrangement that helps to protect the owner, shareholders, and the business itself. A buy-sell agreement helps to ensure the continuity of the business by documenting important issues and concerns in advance so that if an owner dies or becomes disabled — or leaves the business for whatever reason — the business can continue to run smoothly and have the potential to grow.

If you already have a written buy-sell agreement, you’re on the right track. But when was the last time you and your tax and legal advisor team reviewed it? If you don’t keep your buy-sell agreement up to date, it may not be protecting you in the way you originally intended.

Guardian’s Business Resource Center (BRC) can help. Working with your team of legal and tax professionals, Guardian’s Buy-Sell Review Program provides a professional review your existing buy-sell agreement to make sure it’s up to date. The BRC will then make recommendations based on your current business needs and situation — all complimentary to you.

When you elect to use the Buy-Sell Review Program, you will also receive a snapshot view of your business’s current value. You can review your comprehensive, customized report with your legal and tax advisors and assess any recommendations based on your current needs and long-term objectives.

Contact me today to learn how the Buy-Sell Review Program can help you better protect your business — and your loved ones — for years to come.

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insurance can make business succession planning a lot easier

How to use insurance in business succession plans As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

They may be small today — but big moments are ahead: college, a first home, or starting a family. Starting the conversation now can help create a meaningful financial head start for the future. Learn more:

glic.wistia.com

Congratulations, your business is profitable! But what next? Do you know how much of those profits to reinvest in your business? Discover great investment ideas to provide a good return on the money you spend.

8 financial tips for business owners | Guardian Whether you own a business or plan to start one, there are ways to cut down on the stress of running your own company.

Want to be more financially confident? Try acting like a business owner! The 2021 Guardian Confidence study found business owners are uniquely confident. Check out why and see how you can incorporate these behaviors into your own life:

Achieving Financial and Emotional Confidence | Guardian Are You Financially Confident? New Guardian Research Reveals What It Takes to Achieve Financial and Emotional Confidence

Living longer is becoming the norm. Are you planning to live well? There’s a disconnect between how people hope to live later in life and how well they are preparing for it today. Only 13% of working Americans feel exactly on track to save enough for the lifestyle they want in retirement, while 45% say they’re off track.

Discover more tips to live well, longer from the Mind, Body, and Wallet 2026 report here.

https://www.guardianlife.com/reports/mind-body-wallet?tab=Full-report-1&utm_id=1974560206&utm_source=marketing-suite&utm_medium=social&utm_campaign=em-2026-mind-body-wallet-launch&utm_content=mbw