(905)962-7797 stacy@safeguard-ltd.com

Continuation, Succession & Executive Benefits

WHAT IF I CAN’T WORK ANYMORE?

Business Continuation

Many business owners depend on their business to provide income, security and in some cases, a legacy for their family.

Purpose

Minimize the risk if death, disability or critical illness were to happen to a key person or shareholder of the business.

Who’s this for?

  • Key Person
  • Shareholder
  • Buy Sell Arrangement
  • Business Loan/Overhead Risk

Benefits

  • Retain Key Employees and Shareholders
  • Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die
  • Retire or lower debts if key employees, shareholders or business owners were to become disabled, critically ill or die

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I WANT MY KIDS TO TAKEOVER THE FAMILY BUSINESS

Business Succession

Business succession planning is a process designed to assist the business owner to transition out of business and transfer ownership of business at the time of retirement while maximizing the business owner’s personal financial security

Purpose

Addresses all eventualities including the possibility of death, critical illness or disability of a business owner.

Who’s this for?

  • Key Person
  • Shareholder
  • Buy Sell Arrangement
  • Business Loan/Overhead Risk

Benefits

    • Value of your business can represent a substantial source of income in retirement, therefore proper succession planning can ensure that the risks to your lifestyle in retirement is minimized.
    • If your hope is to have your business continued by one or more family members, then you will likely need to coordinate your business plan with your estate plan and explore any tax deferral opportunities.
    • Any unforeseen events could lead to problems in your business without proper planning. Advanced planning can ensure that you, your business and family are protected.

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HOW DO I KEEP MY BEST EMPLOYEES?

Executive Benefits

Attracting and retaining key employees is an important issue for many businesses. Providing innovative benefits and compensation plans are keys to rewarding and retaining these individuals.

Purpose

Providing valuable and innovative employee benefits to retain key individuals.

Who’s this for?

    • Key Employees
    • Executives
    • Business Owners
    • Shareholders

Benefits

    • Reward Key Employees
    • Retain Key Employees and Shareholders
    • Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die
    • Retire or lower debts if key employees, shareholders or business owners were to become disabled, critically ill or die

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