It’s a unique approach which removes all the guesswork and simplifies the entire process for you.
  • Discover how a Shareholder Contingency Plan will achieve the financial security and peace of mind for you and your family that you deserve.
  • A Shareholder Contingency Plan is a PROCESS which ensures that in the event of a tragic event occurring to one of the shareholders in your business, the following will be taken care of for you hassle free: –
    • shares will be transferred and paid for correctly
    • shareholders’ current accounts and term loans will be paid out
    • business debts will be reduced or extinguished
    • personal guarantees will be cancelled
    • Key Person issues will be resolved.
    • The business will be compensated for loss of income/profits.
  • The system will handle this process quickly and easily with NO STRESS OR HASSLES for the grieving family and busy surviving shareholders.


  • If your business partner dies tonight, who would you be in business with tomorrow?
    • May be a grieving spouse with three young children.
    • Or maybe a panel of financial and legal advisers.f your business partner dies tonight, who would you be in business with tomorrow?

Buy/Sell Agreements

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?

Does your current Shareholder Agreement cover all these issues? Book in for a complimentary Shareholder Agreement audit to discover if it meets your needs.

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 event?
  • Every business needs to plan for this event.
  • It may sound scary, but it happens more often than you think.
  • And it can create a terrible, costly mess
  • Many business owners recognise the risks but are reluctant to take action for some of these reasons:-
    • no time
    • cost expectations
    • lack of urgency
    • lack of agreement among the shareholders

In an initial no obligation call, you can find out how we can solve these problems.

Or call me on 021 960 537

A plan like this is like a parachute – if you don’t have it when you need it, it is too late!

Don’t just take my word for it

Hear from two of our clients

How I work with you

Step 1: Clarity Call

In the initial 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

We are all busy people.
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:

  1. Financial MRI Scan (discovers your needs)
  2. Plan the Buy/sell Agreement (structuring your unique agreement)
  3. Funding options (where the money comes from)
  4. Apply for any insurance requirements when necessary and match to ACC and personal insurance.

Step 3: Review & Renew

Yearly review over a lunch meeting (or more often) as required to recognise and allow for growth and other changed circumstance. These meetings are at MY COST.


Ready to dive in? Book your Clarity Call now