TARISH FINANCIAL / OUR EXPERTISE
Business Protection & Succession
Help protect the company you have built by planning for unexpected ownership changes and the loss of a key leader.
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Who This Serves
- Companies with two or more owners
- Sole owners preparing for continuity or succession
- Growing IT, consulting, and professional-service businesses
How We Can Help
- Life insurance funding for attorney-drafted buy-sell agreements
- Key person coverage to address business disruption
- Business continuity and ownership transition discussions
Important Planning Considerations
The buy-sell agreement, valuation methodology, funding amounts, ownership, and beneficiaries should be coordinated with legal and tax advisors. Insurance alone does not create a buy-sell agreement.
Insurance and annuity solutions are subject to product terms, underwriting, costs, and suitability. Tarish Financial coordinates with clients’ attorneys, CPAs, and other advisors; legal and tax advice is provided by appropriately qualified professionals.