Insurance
A clean plan for a messy situation.
If a shareholder dies or can't continue, someone has to buy their shares. Without a plan, that someone is their family, your bank, or nobody.
Get started
A clean plan for a messy situation.
Tell us how the business is owned. We'll fund the buy-sell so a shareholder exit doesn't turn into a dispute.
No cost. No pressure. No obligation.
Free first conversation. No obligation. You'll speak with a licensed adviser, not a call centre.
Alex Nicholson
Joey Gregory
What this is
Shareholders insurance funds a buy-sell agreement. If a shareholder exits unexpectedly, the money is there for the remaining owners to buy the shares at an agreed value.
The insurance is only half of it. The agreement underneath is what makes it work.
How we help
How we fund the buy-sell.
01
We fund the agreement you have.
Or flag that you don't have one.
02
We agree the valuation method up front.
Arguing about value afterwards is how this goes wrong.
03
We structure ownership properly.
Who owns which policy is the whole mechanism.
04
We work with your lawyer and accountant.
This only works if all three pieces line up.
What it costs you
Nothing.
No — the insurer pays us a commission if you take out cover.
Common questions
Shareholder questions, answered.
While we're at it
Losing a shareholder often means losing a key person too.
The two policies do different jobs and usually sit together.