We work closely with business owners to formulate strategies which ensure that your business and estate are adequately protected in the event of Death, Disability or Critical Illness of a Key Person or business owner.
We address issues which include:
- Providing sufficient funds to cover any liabilities while helping replace the Key Person to your business should something happen to that person.
- Creating a business succession strategy in conjunction with our legal partners to provide business owners and their families with comfort in the knowledge that they will receive fair compensation if something happens to a partner/shareholder.
- Assessing your business’s ability to manage its fixed costs and overheads should something happen to a Key Person.
