Shareholder protection/key-person protection

Would your business survive the untimely loss of a key individual? Would the loss of a business owner allow for the true value of their share to be passed to their loved ones? Could business continuity be maintained through the short and medium terms?

Mattioli Woods specialises in helping business owners identify and mitigate the many continuity and succession planning risks inherent to their business.

These risks can include the following:

 

  • Loss of profit or debt repayment following the loss of a key individual
  • Cost to the business of recruiting and training a suitable replacement
  • Loss of business control following the death or incapacity of a shareholder / partner
  • Inability to find a suitable buyer / price for a deceased owner’s share

 

Talk to us to learn how we can help you with key person protection.

One of the most complex times for anyone is when they are selling their business. As with everything of this magnitude, you would always expect to draw on advice.

We are experts in shaping and delivering strategies. It is not solely about exit planning around the business. You must also consider what happens afterwards and plan into your retirement.

Exit planning is specific to you and your business and not only is every company different but so are your shareholder’s goals. We are here so you can talk to us and identify the most appropriate route.

Start a conversation today
Get in touch with a member of the Mattioli Woods team below. We’re always on hand to assist.
What can you expect?
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Business
Ensure your staff are looked after to provide a happier, productive environment
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Forward planning
Putting your affairs in place now helps you in the future
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Dedication
All our clients receive their own dedicated consultant and client relationship manager
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Peace of mind
Knowing we are working to look after what matters most to you
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Protection
Our packages provide protection where you need it most
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Security
Getting the right package in place provides much needed security
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Get in touch with the Mattioli Woods team
Do you have a specific question or query? Find the right member of the Mattioli Woods team.