Business services

We have a wealth of knowledge available to assist you whether you are a start-up, have a number of years under your belt or even a well-established entity to ensure your business has all of its ducks in order.
 
Business Succession Planning
  • ​Business succession strategy (buy/sell agreement), including your funding strategy
     
  • Business strategy to transfer the equity from a deceased estate or disabled partner/shareholder to remaining equity holders and funding for the transfer
     
  • Review of insurance cover arrangement based on existing business succession strategy (buy/sell agreement)
Key Person Capital
  • ​Protection of your company capital in the event of a loss of key person
     
  • Determine your insurance needs & how much cover you need
     
  • Claims handling – reducing your stress at claim time
 
Key Person Revenue
  • ​​Protection of your company revenue in the event of a loss of key person
     
  • Determine your insurance needs & how much cover you need
     
  • Claims handling – reducing your stress at claim time
Business Expenses
  • ​Provision of monthly income for reimbursement of fixed, allowable company expenses in the event of temporary disability of a partner/shareholder
     
  • Determine your insurance needs & how much cover you need
     
  • Claims handling – reducing your stress at claim time