No matter what stage your business is in, we can help.


A Buy/Sell Agreement is a formal Agreement/Plan that is designed to protect the surviving owners from gaining an undesirable co-owner (such as a member of the deceased interest holder’s family).

A Buy/Sell Agreement, properly structured and adequately funded with Life and Disability Insurance can help provide a solid landing platform for your exit plan — and the people who depend on the future of your business.

Key Person

Key Person Insurance is simply life insurance on the key person in a business. In a small business, this is usually the owner, the founders, or perhaps a key employee or two. These are the people who are crucial to a business–the ones whose absence would sink the company. You definitely need to consider Key Person Insurance on those people.