Services
Buy-Sell Agreement Administration Services
We provide ongoing administrative oversight for buy-sell agreements and insurance LLC structures, coordinated with your existing attorneys, CPAs, and insurance advisors. This is long-term administrative management, not a one-time project.
Who This Is For
Business Owners
Closely-held businesses with an existing buy-sell agreement that nobody actively administers. Ownership and advisors have changed since signing. You’re not sure whether the plan still works as intended, and you need someone to own that question.
Attorneys, CPAs & Advisors
Professionals who draft, fund, or structure buy-sell plans and want a dedicated administrative partner for the ongoing operational work, someone who integrates with your practice, doesn’t compete for your client relationship, and doesn’t sell insurance products. See the advisor partnership model →
Buy-Sell Agreement Administration
Ongoing oversight after signing, not a one-time review. We track funding status, ownership alignment, and documentation accuracy to prevent the drift that quietly breaks agreements over time. Dedicated, long-term administrative management with clear accountability, not a review you receive once and file away.
Insurance LLC Administration
Coordination and ongoing maintenance of insurance LLC structures supporting buy-sell plans. We track the key inputs that affect funding and ownership alignment and maintain consistency across entities and records, without acting as insurer, advisor, or fiduciary. When structures involve multiple policies, owners, or entities, we make sure the administrative layer holds together.
Premium Payment Coordination
Premium workflows designed to reduce missed or misapplied payments. We maintain documented approval chains and audit-ready records to help reduce commingling risk and payment confusion over time. Clean premium documentation protects the structure from the inside.
Ownership Change & Event Tracking
Systematic tracking for ownership changes, trigger events, and required plan updates. When something changes, a partner exit, a valuation shift, a new owner, we coordinate updates with attorneys, CPAs, and advisors and maintain change logs for continuity and clarity.
Compliance & Documentation Coordination
Ongoing documentation support and annual administrative reviews coordinated with existing advisors. Includes coordination for applicable IRS reporting, IRS Form 8925 for employer-owned life insurance disclosures and IRC §101(j) notice-and-consent documentation where relevant, along with audit-ready recordkeeping and change logs that keep the plan defensible.
Administrative Ownership & Accountability
Every buy-sell plan needs someone responsible for making sure administrative tasks happen on time and nothing falls through the cracks. We establish clear responsibility, defined workflows, and annual check-ins, because the most common reason plans fail is that no one owns the administration.
How an Engagement Works
Step 1
Review
We assess what exists, the agreement, funding, documentation, entity structure, and identify what’s missing, what’s misaligned, and what’s drifting.
Step 2
Administer
We establish responsibilities, workflows, a coordination calendar, and a records structure tailored to your plan and advisory team.
Step 3
Maintain
We manage tracking, coordination, and documentation on a continuing basis. Long-term administrative oversight, not a project with an end date, designed to keep your agreement working as your business evolves.
For the full month-by-month picture of ongoing administration, see Our Process.
Start With a Review of What You Have
A Buy-Sell Administrative Review is the first step. We assess your current agreement, funding, and documentation, then tell you exactly where the gaps are.