Buy/Sell Agreements
A solid buy/sell agreement is essential for a smooth business transition. Without it, confusion and conflict can jeopardize stability.
Starting early gives you control, better options, and peace of mind. We work with you to determine the best valuation methods, funding options, and exit strategies for a seamless transfer of ownership. Our approach fills gaps in existing contracts and creates clear agreements that protect stakeholders and preserve relationships.
Secure your company’s future with confidence, guided by a team focused on clarity, innovation, and lasting relationships.
Learn more about our business services here or contact us at info@provwealth.com.
Our Services
Wealth Management
Our wealth management services offer a personalized experience designed to help secure your present and shape your legacy. We integrate family wealth planning, investment strategies, retirement solutions, and forward-thinking tax planning—tailored to your unique goals.
Estate Planning
Your legacy is shaped by the values and vision you uphold. At Provenance Wealth Advisors, we design estate plans that protect what matters most, minimize tax implications, and ensure a seamless wealth transfer.
Business Planning
We help business owners and entrepreneurs build resilient, future-ready enterprises. With a 360° approach and forward-thinking strategies, we turn challenges into opportunities—whether it’s continuity planning, growth structuring, succession planning, or buy/sell agreements. We provide clarity, innovation, and transparent relationships to lay the foundation for long-term success.
Corporate Retirement Plans
We craft corporate retirement plans that blend tax efficiency, compliance and employee benefits. This empowers businesses to attract, retain and reward top talent while helping valued employees create long-term security. Whether it’s optimizing savings options or providing flexible retirement benefits, we craft programs the meet the needs of organizations and their employees.