DON’T LEAVE YOUR Family’s FUTURE UP TO LUCK.
Exit Strategy Systems That Work
Key Person Protection
What happens if your business partner dies tomorrow?
Who would you be in business with if it happened? Their spouse? Their financial and legal advisers?
What if it wasn’t your partner – what if it was you? How would your family’s rights be protected?
Have you got any personal guarantees? How have you provided for them to be cancelled?
How would you sort out the shareholder current accounts or loans?
Would the loss of your partner cause financial pain to the business?
Is financial security and peace of mind for your family important to you?
See a case study
My name is Barry Vincent and I have been working with companies like yours for over 25 years – helping protect the shareholders and their families.
You see, New Zealand is full of amazing companies, set up by amazing founders, but as they grow many neglect to plan their exit strategy.
Not just a planned exit – but what if the exit is forced upon you?
It may sound scary, but it happens more often than you think.
In an initial 15-minute call, you can find out how you can protect yours and your family’s financial futures.
Don’t just take my word for it
Hear from two of our clients
How I work with you
Step 1: Clarity Call
In an initial 15-minute call, you can find out how you can protect yours and your family’s financial futures. Book your call here.
Step 2: Buy/Sell Action Plan
I am here to save you time and to make sure nothing is missed.
We pull together a clear action plan on 4 key factors:
- Financial MRI Scan (discovers your needs)
- Plan the Buy/sell Agreement (structuring your unique agreement)
- Funding options (where the money comes from)
- Apply for any insurance requirements when necessary and match to ACC and personal insurance.
Step 3: Review & Renew
“Barry is a down to earth, friendly, warm individual who can communicate complex information in a manner that makes it readily comprehensible. He has found that I have been paying nearly double the ACC I needed to for the last eight years. I warmly recommend Barry to any organisation or individual looking to improve their own particular business or personal circumstances in the areas of expense reduction, business growth or succession planning.”
“I originally approached Barry through another contact. From the beginning when I sat down with him I was very impressed. No ‘blue skying’, no pressure, just a factual account of what he can do for us. I also like the way Barry gets things done. His presentation is superb. Barry helped us with Business Succession Planning, especially the risk side. I could not recommend Barry Vincent more highly to my business peers and personal friends.”
“I have no hesitation in recommending Barry Vincent to anyone with the remotest concern about their financial situation, and genuinely hope that as many people as possible have such a positive opportunity to secure their future.”