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Business Continuation & Succession Planning

Protect the Future of Your Business

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If you are a business owner with partners, there are risks you need to consider in terms of the future security of your business. Losing a valued partner, cash flow problems due to disability, or even funding executive bonuses can all place a significant burden on you and your business. Our professionals can help you manage your business continuation and succession planning risks with buy-sell agreements, key-person protection, business overhead expense protection, business loan protection, and executive bonus plans. Have peace of mind knowing the future of your business is protected in the event the unexpected happens.

Consider Protecting Your:

  • Key owners and executives
  • Ownership in your business
  • Income and future earnings
  • Ability to pay expenses and loans if a key person is disabled

Protect Yourself From:

  • Loss of a key owner or executive
  • Someone unsuitable inheriting part of your business
  • Business disruption for your clients and employees
  • Financial losses from losing a key contributor
  • Costs of running the business if you become disabled
  • Loan payments if you or a key person become disabled

Are you an agency owner?

We are looking for partners that are ready for the next level.

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