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Secured the Future Viability of a Professional Services Firm

Successful professional services firm valued at $10,000,000 with 4 partners did not have a formal business succession plan in place. Lack of a plan exposed the firm to financial hardship and legal awkwardness.

Solution: We designed a cost effective plan that:

  • Provided the legal framework to protect the partners and the business in the event of death, disability or early exit of a partner

  • Created a funding solution using insurance to guarantee the success of the plan

  • Improved the overall long term viability of the firm

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