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Top Financial Advisors for Buy-Sell Agreement Planning

Buy-Sell agreement services that protect business value and ensure smooth ownership transitions. Our directory features advisors who structure effective agreements, determine fair valuation methods, and create funding strategies for business continuity.
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Works with clients across the US
Client Reviews
Boutique corporate & personal tax prep firm, led by a former IRS auditor.
$1,150-$29,500Annual Fixed Fee
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Works with clients across the US
Client Reviews
We provide freedom for business owners as their fractional accounting, finance, and tax team...
$1,000-$15,000Monthly
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Works with clients across the US
Client Reviews
Accounting & Finance for Cash Flow Businesses
$500-$10,000Project-Based Fee
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Works with clients across the US
Client Reviews
Fractional CFO + Full-Service Accounting for Online Business Owners
-Annual Fixed Fee
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Works with clients around the world
Client Reviews
Expert tax, accounting, and fractional CFO services for small businesses, startups, and entrepreneurs.
$5,000-Annual Fixed Fee
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Works with clients across the US
Client Reviews
Personalized investment management, tax planning, insurance, and estate strategy - all in one place.
$3,000-$30,000Flat Fee

Frequently AskedQuestions

Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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