Protect and keep the people who matter most.
In most private companies, a handful of people drive the results. Losing one, to a competitor, an illness or worse, can change everything.
Protect
Key-person protection
Cash paid to the business if a key owner, executive or rainmaker dies or becomes disabled. It can replace lost revenue, fund recruiting and reassure lenders, customers and employees that the company is stable.
Retain
Executive retention strategies
Selective benefits for the leaders you can’t afford to lose, designed to reward loyalty and tie long-term value to staying. Structured with your CPA so the tax treatment is clear.
Who It’s For
Companies where a few people make the difference.
- Professional firms whose clients follow a specific partner
- Companies whose revenue depends on one or two rainmakers
- Owners preparing a successor who must stay through a transition
- Businesses with lenders who require key-person coverage
For Your CPA
We design the funding and benefit structure; your CPA confirms the accounting and tax treatment. With your permission, they review our written recommendation before anything is implemented.