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Connelly Buy-Sell Agreements

🔐 Protect Your Business Legacy with a Connelly-Compliant Buy-Sell Agreement

Is Your Buy-Sell Agreement Putting You at Risk?

A recent Supreme Court ruling in the Connelly case has redefined how life insurance impacts your business’s taxable value. If your agreement uses life insurance to fund a buyout, you could face unexpected tax liabilities—and potentially jeopardize your succession plan.

Don’t wait to find out the hard way. Let our experts review your agreement and protect your future.

✅ Why Act Now?

Here’s What the Connelly Ruling Means for You:

  • Life insurance payouts are now considered part of your business’s taxable value

  • Outdated buy-sell agreements can trigger major tax consequences

  • Transitioning ownership may result in disputes or delays if agreements aren’t updated

  • You may unknowingly be in non-compliance with federal financial regulations

🛡️ Connelly-Compliant Solutions, Powered by CyberFin

CyberFin specializes in helping insurance agencies and mainstreet businesses stay secure, compliant, and ready for transition.

Our Complimentary Agreement Review Includes:

  • A full review of your current buy-sell or operating agreement

  • Compliance updates based on the Connelly ruling

  • Strategies to minimize tax exposure and avoid ownership disputes

  • Optional integration with cybersecurity compliance checks if you store or process sensitive business data

🔍 The Top 10 Reasons to Review Your Agreement Today

🧾 Minimize Tax Exposure
Prevent your business valuation from skyrocketing due to life insurance payouts.

⚖️ Stay Legally Compliant
The law has changed. Your agreement needs to keep up.

💼 Protect Your Business Legacy
Make sure your hard work transitions smoothly to your partners or heirs.

🚫 Avoid Unintended Consequences
Don’t get blindsided by outdated clauses.

🔐 Secure Your Succession Plan
Prevent internal disputes during ownership transitions.

💸 Control Your Financial Future
Stay in control of how your business is valued and transferred.

🛠️ Custom-Tailored for Your Needs
Every business is different. Your agreement should be too.

🧠 Be Proactive, Not Reactive
Fix the cracks before they become disasters.

📉 Reduce Audit Risks
Align your agreements with federal and state expectations.

🕊️ Peace of Mind
Know your business is set up the right way—for today and tomorrow.

 

💬 Not Sure if This Affects You?

Just ask yourself:

  • Has your buy-sell agreement been reviewed in the past year?

  • Do you use life insurance to fund your business transition?

  • Would an unexpected tax bill put your business at risk?

If you answered yes to any of these, it’s time to act.

🧠 Talk to the Experts in Compliance + Cybersecurity

CyberFin combines legal awareness with industry-leading cybersecurity solutions powered by Ostra.
Protect your financial, legal, and digital future—all in one place.

We serve:

  • Insurance Agencies & Clusters

  • Financial Services Firms

  • Mainstreet Small to Medium Businesses

📞 Let’s talk about securing your agreement and your data.

🚀 Let’s Get Started

Getting protected is simple:

Step 1: Upload your current buy-sell or operating agreement using our secure link
Step 2: We review and identify areas impacted by the Connelly ruling
Step 3: You receive expert recommendations to protect your business

📩 Upload Your Agreement Securely Now »