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.
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