HOW TO OBTAIN YOUR UNIQUE SHAREHOLDER CONTINGENCY PLAN
IN 3 EASY STEPS.
- 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?
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
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
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.”