We provide advice for business owners, especially small business owner to take out the risk of business. Only approximately 9% of business clients have a buy/sell agreement. If you are in business with others you need to know how things will work if there is a forced or voluntary exit. We will help you work through this process to make sure all possibilities are covered.

We help you with:

• Buy/Sell Agreements
• Exit Agreements
• Business Expenses Insurance
• Key Person Insurance

We’re not owned by a large financial institution so we compare products across the spectrum for the best solution for each client.