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?
You’ve worked too hard for anything to jeopardize your legacy.
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.
Here's what you can expect.
We take time to understand the intricacies of your circumstances and offer honest, forthright guidance to help you consider your options.
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.
This is your plan, so we meet regularly to address ever-changing circumstances and review insurance policies used to fund your strategy.
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