For CPAs, Attorneys & Business Brokers
You design the plan. We make sure it’s funded.
An independent funding partner for the succession, continuity and estate plans you put in place for your clients.
How We Work With You
Collaborative by design. Never in competition.
We stay in our lane
We don’t prepare returns, draft agreements, manage portfolios or give tax or legal advice. Your client relationship stays yours.
You see it first
With the client’s permission, our written recommendation comes to you for review before the client makes any decision.
Documents and funding match
We align policy ownership, beneficiaries and amounts with the agreement and estate documents you prepare, and revisit them when values change.
Why Now
After Connelly, existing arrangements deserve a second look.
In June 2024 the U.S. Supreme Court unanimously held that a corporation’s obligation to redeem a deceased owner’s shares does not offset company-owned insurance proceeds when valuing the company for federal estate tax.
For closely held businesses funding redemption agreements with company-owned coverage, that can raise the estate tax value of the deceased owner’s shares. Many of your clients’ agreements were drafted before this decision. We help you identify which ones to bring back for review and model funding alternatives for you to evaluate.
Read our summaryBuy-Sell Funding Audit
A complimentary review for your clients.
Send us a client situation. We’ll review the current agreement’s funding against today’s value and return a one-page summary to you, usually within a week.
- Funding in place vs. current value per owner
- Structure considerations to discuss with the client post-Connelly
- Disability and key-person gaps