Safeguard your legacy.
Have you considered everything?
You want financial security 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 protect 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 mitigates risks and protects the people you care about—no matter what.
Larry Rancilio
De La Salle
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.
Not sure where to start?
Guide: Why Your Life Insurance Needs Periodic Reviews
