Business Succession Planning

The death or disability of an owner is one of the greatest threats to a business. Do you have a Contingency Plan in place to cope with such an event?

Business Succession Planning

Succession planning affects everyone who has an interest in the business — business partners, family members, and key employees.

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It is critical that you have meaningful discussions about often overlooked issues, such as who the ideal successor should be, what is the value of the business, and what is the timetable for transition. No matter what event occurs, either expected or unexpected, we can help you develop a succession plan that can help ensure a smooth transition according to your vision for the business' future.

Business succession plans using life, Trauma, Total and Permanent Disability and Key Person insurance can help ensure that your business is protected.

Do you think you require this protection? Click on the below link to complete our self-assessment: