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Business Continuity Planning Kit
Answers for Key Person & Partner Protection Planning
Could Your Business Survive Without You, Or a Key Member of your Business?
I’ve watched a lot of businesses change hands over my 40 years in this industry, and the ones that make it through a sudden loss are almost never the ones that got lucky. They’re the ones that planned ahead. That’s exactly why I put together this free Business Continuity Planning Kit — a 14-page, fillable workbook that walks you through the two protections most business owners overlook until it’s too late: key person insurance and a properly funded buy-sell agreement. If you own a business, or you’re a partner in one, this kit was built with you in mind.
Why Every Business Needs a Continuity Plan
Most owners insure their building, their equipment, and their vehicles. Far fewer insure the thing their business actually depends on most: its people. Per a survey cited by the Insurance Information Institute, here’s what the research shows.
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Reopen Post Disruption
Nearly 25% of small businesses don’t reopen after a major disruption, according to the U.S. Small Business Administration.
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Key Person Reliance
According to reports, 71% of small businesses rely heavily on one or two Key Persons for critical revenue or operational success.
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Key Person Policies
Only 22% of small business protect their financial future by carrying Key Person Insurance on an integral employee.
That gap is where businesses get into trouble. A buy-sell agreement without funding behind it is just a piece of paper. Key person insurance without a plan for how the payout gets used is a missed opportunity. The kit walks you through both, in plain language, so you’re not figuring it out for the first time during a crisis.
What You’ll Discover Inside
This isn’t a generic checklist. It’s a 14-page fillable workbook built specifically for small and family-owned businesses across the Gulf South. Inside, you’ll work through:
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- Key Person Identification Worksheet — pinpoint exactly who in your business is irreplaceable in the short term, and why.
- Key Person Insurance Estimator — a simple worksheet to estimate the coverage amount that would actually keep your business running.
- Buy-Sell Agreement Basics — a side-by-side look at cross-purchase, entity-purchase, and hybrid funding structures.
- Business Valuation Starting Point — the questions every partner needs to agree on before a triggering event happens, not after.
- Succession Conversation Guide — talking points for bringing co-owners, family members, or partners into the planning process.
- Next-Steps Action Checklist — so the workbook turns into an actual plan, not another PDF that sits in a folder.
Get Your Free Copy Today!
Fill out the short form below and your Business Continuity Planning Kit will land in your inbox right away — along with a few follow-up emails breaking down how key person insurance and buy-sell agreements actually work.
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