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Analysis of your Shareholder / Partnership

Would you like an analysis of your shareholder/ partnership agreement at no cost or obligation?

Comprehensive Review

  • We can provide a no-obligation review of your agreement-particularly surrounding the areas of death, disability and critical illness. This agreement is often overlooked, rarely updated and frequently underfunded or unfunded.


  • The Cost of Status Quo - If an agreement has not been completed or is inadequately funded, the impact on the cash flow of the business in the event of a triggering event can be devastating. Using simple assumptions, the impact can be clearly demonstrated.

Send us a request below.

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