Buy/Sell – Contingency Planning for Business Owners

Trent Gain

Trent Gain, the Chief Operating Officer for The Independent Grid. ‘The Grid’ provides you an opportunity to plug in to a network of financial professionals while maintaining your independence and brand identity joins Enterprise Radio.

Listen to host Eric Dye & guest Trent Gain discuss the following:

  • What is a buy/sell agreement or Contingency / Succession plan?
  • Why should a business owner or entrepreneur have a buy/sell in place?
  • How do you structure a proper buy/sell agreement?
  • Another common question many business owners who have considered this is valuing the business: how do you value your business?
  • What are the common mistakes individuals make as it relates to structuring their Contingency / Succession plan?

Before assuming the role of Chief Operating Officer for The Independent Grid in 2016, Trent established the Relationship Management Division for one of LPL Financials’ largest hybrid producer groups, where he was the point of contact for over 460 advisors throughout the United States. Trent also acted as the Key Account Manager for the 38 Third-Party Asset Management platforms with which the firm had active selling agreements.

Trent grew up in a family steeped in military tradition and occupation, and continues to give back to our military families through his service as a mentor with the University of South Florida’s Student Veterans’ program. He is also an avid golfer and loves spending time with his family and friends.

Acting in an administrative capacity, Trent currently holds his Series 6, 7, 63, 65, and FL Life, Health and Variable Annuity licenses, Trent also holds the designations of Accredited Investment Fiduciary (AIF®), Chartered Retirement Planning Counselor (CRPC®) and Accredited Asset Management Specialist (AAMS®)

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