Business Protection

Lack of a funded buy-sell agreement and key person incentives can leave businesses open to risk. Use life insurance for retirement and succession planning to protect assets, mitigate risk and plan taxes.

 

Business Protection

Lack of a funded buy-sell agreement and key person incentives can leave businesses open to risk. Use life insurance for retirement and succession planning to protect assets, mitigate risk and plan taxes.

 

 
Business Protection

As a business owner, protecting your company's assets and ensuring its long-term success is crucial. This is where Business Protection comes in - a comprehensive service that addresses the various risks that businesses face, such as a lack of a buy-sell agreement, employee retention, and planning for retirement and business succession.

One of the most significant risks that businesses face is a lack of a buy-sell agreement that's not funded. This is especially true for businesses with multiple owners, as the absence of a buy-sell agreement can lead to conflicts and uncertainty in the event of an owner's death, disability, or retirement. At Catalyst Advisory, we help business owners develop and implement a funded buy-sell agreement that protects their interests and ensures a smooth transition of ownership in case of unforeseen circumstances.

For businesses that don't have partners, incentives that help retain talent are an essential component of Business Protection. This may include offering key employees bonuses, profit sharing, or equity to incentivize them to stay with the company and contribute to its growth. By doing so, businesses can ensure continuity and stability while fostering a loyal and committed workforce.

Moreover, life insurance can be a powerful tool for business owners to plan for retirement and business succession. By leveraging life insurance, business owners can fund their retirement and ensure that their company's future is secure in the event of their death. A well-designed life insurance policy can provide liquidity and cash flow for the business, allowing it to continue operating even in the absence of its owner.

At Catalyst Advisory, we take a comprehensive approach to Business Protection that addresses assets protection, risk mitigation, and tax planning. We work closely with our clients to develop a customized plan that meets their specific needs and goals. 

Contact us today to learn more about our Business Protection services and how we can help you achieve your business objectives.

Client Benefits



Key Person Protection

Business continuity planning

Buy-sell agreement funding

Executive benefits

Debt repayment

Succession planning

 
 

We integrate best practices from other families like yours.Whether the need is simple life insurance coverage or complex advanced planning, we can handle everything from design, coordinations, implemention, and ongoing service

 

Our expertise is not limited to our experience as we've developed relationship with other specialists that are like minded in their approach to helping clent.

 

Our clients have access to this curated group of experts.