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All Articles by Jeff Motske CFP®

Jeff Motske CFP®

About Jeff Motske CFP®

Jeff Motske, CFP®, is president and CEO of Trilogy Financial, a privately held financial planning firm headquartered in Huntington Beach. He is the author of The Couple's Guide to Financial Compatibility and the host of “The Jeff Motske Show,” where he guides listeners through proven steps toward financial freedom. Learn more at trilogyfs.com, or contact Motske at (714) 843-9977 or Jeff.Motske@trilogyfs.com.

advantages of a buy-sell agreement

The Advantages of a Buy-Sell Agreement for Business Transitions

How Do I Love Thee Advantages of a Buy-Sell Agreement? Let Me Count the Ways… Businesses with more than one owner face unique challenges in planning for the future. A buy-sell agreement is an arrangement between business partners to govern potential ownership transitions, including the “four Ds”: death, disability, divorce and disagreement. One of the […]

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