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Business Owners

Cove Business Owners - You Are a Business Owner

Are You a Business Owner?

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 plan?

What We Offer to Business Owners

We can help you explore existing business agreements or develop new ones. Using a holistic approach, we model your what-if scenarios to help you visually see your financial future. By helping you and your business partners create a plan we can ensure the continuity of your business in the unfortunate event of an accident, illness, or death.

Cove Business Owners - What We Offer

Services for Business Owners

  • Existing Buy-Sell Plan Reviews and Stress Testing
  • Buy-Sell Funding Analysis
  • Insurance Reviews
  • New Insurance Implementation
  • Exit Strategy Planning
  • Continuity Planning
  • Succession Planning
  • Tax Planning
  • 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