The Best Question to Ask Clients – And Yourself

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 advantages of a buy-sell agreement is that can protect the company and the remaining owners by outlining how the departing owner’s shares are handled.

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Trilogy Capital, an Irvine, Calif.-based wealth management company with more than $5 billion in advisory and brokerage assets, announced it has acquired Mountain Capital Investment Advisors in Westminster, Colo., an advisory firm with more than $1 billion in client assets.

The purchase of Mountain Capital, founded 15 years ago, is Trilogy's largest deal of the year and gives it its second location in Colorado and 11th overall, the company said in a press release today.

“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” Jeff Motske, co-founder, president and CEO of Trilogy, said in a prepared statement. “Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional. We are very excited to be able to attract high-caliber people to Trilogy.”

Mountain was founded by U.S. Marine Corps veteran and former airline pilot Brandt Burns and his wife Michelle Burns, a former senior manager at United Airlines for 14 years, the press release said. Read more here.