As an insurance professional, you understand the value of minimizing risk. During a business transition, it can be the difference between success and failure. Without the right insurance, the process can be jeopardized. By collaborating, you can leverage your expertise and knowledge and combine it with our in-depth experience in the transition process for the best possible outcome for your client.
Apex Exit Advisors’ planning scope benefits your client by:
- Integrating different professional expertise into one planning process
- Increasing the value of their business by strengthening value drivers
- Mitigating risk that can slow or kill a business
- Diversifying personal wealth
- Determining the optimal exit channel
- Increasing the salability of the business
- Maximizing the after-tax value of the business upon exit
We understand the valuable role you play to your clients and their businesses, and we want to build an alliance in order to deliver a full-service approach, helping your clients exit their businesses successfully. Your input from the outset of the exit planning process is invaluable in outlining insurance needs and removing obstacles from the ultimate transition. Additionally, you increase your contacts with other shareholders, stakeholders, key employees, and family members who may also need your services.
You play a key role in removing barriers:
- Insurance may fund the purchase and estate in case of the owner’s death
- In the case of owner death, insurance proceeds allow for financing the transaction, stabilizing the business, and providing the buyer with needed cash for the purchase
- With the right insurance, in the event of death, the corporation can proceed through the transition process looking for a buyer while business operations continue
- Insurance is a necessary component in any risk management strategy and can solve challenges associated with wealth transfer out of the company and/or between generations
- Insurance provides for owner’s children (outside of the business) without them laying claim to it, potentially creating strain on interfamily personal relationships
A collaborative team creates symmetry and solves problems, ultimately providing the best solution for clients.
If you have a client considering business sale or transition, you can arrange for Apex Exit to accompany you to an initial consultation to discuss goals and objectives and help the client understand the planning process. The consultation is free, and if required, we are willing to since a non-competitive agreement.
to learn how we can work together to advance solutions for your clients as well as yourself.
