Succession Planning
& Business continuity

In an environment of increased uncertainty, more businesses are finding that employing risk mitigation strategies is no longer an option; but a key component of a robust business strategy.  As a trusted advisor, it is no doubt that you should turn to your trusted advisor for sound guidance and direction when you are at your most vulnerable, facing unexpected and unseen events.

Succession Planning & Business Continuity

The Impact of Disruption

  • Buy/Sell Agreement
  • Key-man Insurance 
  • Disposition of Ownership Interest
  • Business Owner Salary Continuation Plan

The Importance of Timing

  • Associated Funding Mechanisms
  • Insurance Policies

Components of a business continuity plan

  • Business Continuity Plan with Instructions
  • Management Team Incentive Program
  • Management Team Stay Bonus Plan

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Brett Andrews

Value Building &
Exit planning expert

Tara Groody

Business Analyst &
Operations Expert

Rebecca Andrews

Protection/Risk Analyst &
Insurance expert

Our team of experts is available to answer any questions you may have about your business needs. 

Drop us a line and we will be in touch soon!…..or you can schedule a call to speak with our Business Specialist click on the link below. 

There is no charge or commitment to our services, we look forward to learning more about you and your business!