Safeguard your legacy.

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Have you considered everything?

You want financial independence for your family and your business—now and after you’re gone. But, as an owner of a closely held business, you have more at stake than most:

How will your business transition in the case of death, disability, or retirement?

Will you or your family receive fair value for your interest?

How can you prevent a liquidity crisis for those you care about?

What can you do to safeguard your employees?

Perhaps it's your business partner who’s ready to move on—what then?

At LoVasco, we believe:

You’ve worked too hard for anything to jeopardize your legacy.

We can help.

Even though there’s a lot to navigate, we know you can’t stand the thought of leaving anyone you care about vulnerable to unnecessary financial hardship or challenges.

That's why, as seasoned business succession consultants, we can help you solidify an insurance-driven plan that helps mitigates risks and safeguards the people you care about—no matter what.

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The one word that I would use to describe them is ‘trustworthy.’

Larry Rancilio

De La Salle

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Here's what you can expect.

For more than 60 years, our founders have helped to facilitate hundreds of business transfers, many through three generations.


We start by identifying your goals and objectives.

We take time to understand the intricacies of your circumstances and offer honest, forthright guidance to help you consider your options.


Then, we deliver collaborative and comprehensive recommendations.

We work with your other financial and legal professionals to design or evaluate a buy-sell agreement that helps you achieve your goals. Once approved, we support all steps to obtain the necessary coverage to fund your plan.


So, you can stop worrying about the “what ifs” and enjoy life in the present.

This is your plan, so we meet regularly to address ever-changing circumstances and review insurance policies used to fund your strategy.

Let's build your plan.

With a buy-sell agreement in place, you will have:

marked the value of your business

guaranteed a known buyer

ensured funds are immediately available after you or your shareholder’s departure

avoided unnecessary taxes

locked in liquidity to each shareholder’s beneficiaries

paved the way for a smooth transition between departing shareholders and those who remain

Know you're covered.

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Explore other popular LoVasco services for business owners.

Not sure where to start?

Guide: Protection and Planning Strategies For Businesses

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Estate and business solutions that mitigate risks and protect the people you care about.
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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. LoVasco Consulting Group is independently owned and operated. LoVasco Consulting Group is a member of M Financial Group. Please go to for further details regarding this relationship.

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Registered Representatives are registered to conduct securities business and licensed to conduct insurance businessin limited states. Response to, or contact with, residents of other states will only be made upon compliance withapplicable licensing and registration requirements. The information in this website is for U.S. residents only and doesnot constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.  CA Insurance License #0I92441

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