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