For Business Owners
Protect the business you built and plan what comes next
Business continuity planning is the process of preparing a company to keep operating through ownership changes, owner death or disability, key employee loss, and other disruptive events. We help owners design and fund the agreements that make those transitions survivable.
Our work with business owners focuses on four connected services: buy-sell agreements funded with life and disability insurance, opinions of value, Section 162 executive bonus plans, and advisory support on succession and growth. We coordinate with your attorney and CPA so the plan holds together across legal, tax, and insurance lines.
Every engagement is scoped to your ownership structure, time horizon, and the people who matter to the business. No templated advice, no sales pitch disguised as planning.
How We Help
End-to-end protection for the business
Insurance-funded succession contracts that keep ownership stable when a trigger event happens.
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Defensible opinions of value for planning, transactions, and disputes.
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Advisory support on succession, growth, and the transitions that shape a business.
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Section 162 bonus plans that reward and retain key employees with permanent life insurance they own.
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A third-party lender funds premiums on a large business-owned permanent life policy, collateralized by the policy and additional assets.
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How we work with business owners
- We advise on buy-sell design and fund it with insurance; your attorney drafts the agreement
- Valuations are independent opinions of value built on recognized methodologies
- Consulting is advisory only and coordinated with your own legal, tax, and accounting professionals
- Insurance-funded strategies are subject to underwriting and issuer claims-paying ability
Let's protect the business you've built.
Schedule a consultation to walk through succession, valuation, and the coverage that keeps your plan funded.
Schedule a Consultation