Shareholder Protection

Safeguard your business against the loss of a shareholder

A succession plan and suitable insurances are the most important part of any business structure where multiple shareholders are involved.

They will provide a certain and predictable outcome in the event of death, disability or serious illness.

The right insurance becomes a valuable financial tool and can be critical in keeping your business intact.

Business owners also need a plan to ensure a co-owners departure through death, illness, resignation or retirement is as smooth as possible

We can help you identify the risks your business might face and what you can do to protect it with Shareholder Protection. Our expertise is in the planning. We’ll work with you to create an appropriate funding mechanism to provide certainty for all concerned, so your business will transfer by plan and not by chance.

If you would like help and advice then contact us today.