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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