Economic Evaluation Group, Inc.

A Concierge Employee Benefits Consulting & Brokerage Firm 
(516) 338-2800


Recent Work

Business Continuation Planning

 

When a business owner dies, surviving owners want...

- Total control of the business, without interference from the deceased owner's heirs

- A prompt transfer of the deceased owner's interest, at a fair price to the surviving owner(s)
- The loyalty and support of employees, customers and creditors during and after the transition in ownership

 

When a business owner dies, the deceased owner's heirs want...

 

  • - Ongoing financial security after the loss of the deceased owner's salary and benefits
  • - Prompt settlement of the deceased owner's estate, including proper tax-valuation of the business interest
  • - Retention of the business interest by family members... or a prompt sale of the interest at an attractive price

Without a formal, written buy-sell agreement among the business owners, unpleasant consequences may result...

  • - Conflicts and possibly even litigation between the deceased owner's heirs and the surviving owner(s)
  • - Delays in the transition to successor ownership and in settling the deceased owner's estate
  • - Potential loss of customers, employees, and creditor confidence that can damage the business-and possibly even force its liquidation

 

A formal, written buy-sell agreement among the owners of a business is the first step in assuring...

  • - An orderly and successful transition in business ownership following an owner's death
  • - A fair price for the business interest and terms of sale that are reasonable to all parties
  • - A set value for the business interest for estate tax purposes, which can help to avoid estate settlement delays and IRS challenges
  • - Confidence in the ongoing vitality of the business in the eyes of customers, creditors and employees 

 

 

Employee Benefits

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Consulting

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Retirement Planning

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Economic Evaluation Group, Inc.

© 2016 Economic Evaluation Group, Inc.

Copyright© 2015 Economic Evaluation Group Inc. Revised: 05/04/2015 Content subject to change at any notice. Not responsible for typographical errors. Cetera Advisor Networks LLC PRIVACY POLICY

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Economic Evaluation Group, Inc. Specializes in Group Health Insurance (Group Medical Insurance). EE Group is located in Melville, Long Island, New York and service all over the United States and Canada.

 

Economic Evaluation Group is currently Licensed in Arizona (AZ), Arkansas (AK) California (CA), Connecticut (CT), District of Columbia, (DC), Florida (FL), Georgia (GA), Illinois (IL), Kentucky (KY), Maryland (MD), Massachusetts (MA), Maine (ME), Michigan (MI), Minnesota (MN), Missouri (MO), New Hampshire (NH), Nebraska (NE), New Jersey (NJ) , New York (NY) , North Carolina (NC), Oklahoma (OK), Pennsylvania (PA), Texas (TX), Vermont (VT), Virginia (VA). NOTE: If your state is not listed we can easily add the state license.