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
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Disclaimer: All material published on this website is for information purposes and does not constitute advice. The information provided is of a general nature only and is not intended to be personal advice. The information has not taken into account your personal objectives, financial situation or needs and therefore you should consider the appropriateness before acting on it. You should seek professional advice before acting.

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