Business Owners

You’ve built a successful business, and now you’re starting to think about the what-if scenarios.

• What happens if I have a heart attack?
• What happens if my business partner has a heart attack?
• What happens if I want to call it quits? What’s my exit strategy?

We can help you explore existing business agreements or develop new ones.

We can model your what-if scenarios to visually see your financial future. Unlike lawyers and accountants, our approach is a multi disciplinary, holistic one.

We can help you with any of the following services:

• Existing Buy-Sell Plan Reviews and Stress Testing
• New Buy–Sell Plan Development
  • shareholder discussion facilitation
  • strategy brainstorming
  • detailed recommendations
  • outline development
  • Letter of Understanding (LOU) development
  • co-ordination of legal advisors
  • implementation oversight
  • regular reviews
• Buy Sell Funding Analysis
• Insurance Reviews
• New Insurance Implementation
• Exit Strategy Planning
• Continuity Planning
• Succession Planning
• Tax Planning
• Income and Asset Modelling

Call us to find out how to build a plan for your what ifs.