Will your company survive the loss of its Owner?

Your family needs a life insurance funded succession plan in case you don't live. You need a life insurance capitalized succession plan in case you do live.

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What is the value of your company?

We are experts in calculating EBITDA valuations across every industry.

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We have several owners with unequal %, how can we be fair?

We are experts in calculating complex Ownership values with multiple Owners with unequal shares in multiple companies. No two companies are the same.

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Our owners are different ages, and some have health issues, what's the best way to make it fair for all the owners?

We can design a plan that meets every consideration. We are experts in Cross-Purchase, Entity Purchase, Hybrid Purchase Agreements & Life Insurance Policy Premium Trusts.