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Business Continuity Planning Kit
Could your business keep going without you, or without a key partner or employee? This 14-page fillable workbook walks owners through key person protection and funded buy-sell planning, in plain language.
Why It Matters
Insure the People, Not Just the Property
Owners insure buildings, equipment, and vehicles, yet the business often depends most on a few people. A buy-sell agreement without funding is only a promise on paper, and key person coverage works best with a plan for how the business will use it. This kit covers both.
Inside the kit:
- Key Person Identification Worksheet
- Key Person Coverage Estimator
- Buy-Sell Agreement Basics: cross-purchase, entity purchase, and hybrid
- Business Valuation Starting Point
- Succession Conversation Guide
- Next-Steps Action Checklist
Learn more about buy-sell agreements and key person insurance.
Get Your Copy
Enter your name and email, and we will send you the kit, followed by a few short emails on how these plans work.
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Want Help Going Through the Kit?
Book a no-cost, no-obligation business review with Marcel by phone or Zoom.
The kit is general education, not tax or legal advice. Consult your attorney and tax professional before setting up a buy-sell agreement or key person plan.