If you are a shareholder of a successful, private corporation and you are looking for an advisor that can quickly understand corporate organizational charts, financial statements, shareholder agreements, and all the financial information necessary to improve recommendations to your benefit then Gennaro Natale is your advisor.
You want your business to continue if any of the shareholders die. If you die, you want to be sure that funds are available to buy your shares and provide your estate with the liquidity it needs. You also want to ensure that if another shareholder dies, funds are available to purchase their shares to facilitate an orderly and timely buy-out. There are a number of different ways you could provide for this capital. You could establish a savings plan to accumulate the required funds, or at the time the need arises, you could use personal or corporate cash or borrow funds from a bank. A life insured Buy-Sell Arrangement could be an option to consider.