Partnership Assurance

 

We have noticed over the years that businesses in partnership often slip through the cracks when it comes to having the correct cover to protect all parties involved. We often see businesses which have only cross assigned their life policies fall apart. We realize the need for establishing a clear "Buy/Sell" agreement between shareholders so that there is an easy, smooth transition should an event occur, (i.e., illness or death).

A shareholder agreement means that your able to fund a purchase between shareholders without jeopardizing your existing business.

This way you protect the value that you have built in your business.

We will create a living document which is reviewed on a regular annual basis to avoid any catastrophes.

In order to put together a secure document that covers all your needs we will work closely with your accountant and solicitor, and ensure that the provisions you have made stay relevant and appropriate for you, your families and your business.