BUSINESS SUCCESSION

Business owner’s agreements   •   Equity funding  •  Key person cover

Business owner’s agreements
Equity funding
Key person cover

Astute business owners look to the future and mitigate risks, often on behalf of people other than themselves.

Our approach

All businesses with a vision for the future need an easy-to-follow succession plan for owners, family members and successors to implement.

In our experience, the most successful plans combine expert financial, legal and insurance advice – which is why we work closely with your existing accounting and legal teams.

We help you by

  • Facilitating a business owner’s agreement which provides clarity when a partner exits or a business is sold
  • Planning equity funding to ensure capital is available to acquire the shares of the departing business owner

  • Implementing a keyperson cover to offset a downturn in profits or to fund a replacement in the event of a loss of a business principal; and
  • Managing ongoing requirements as your business grows.

 “Our business has grown significantly over the last 20 years.  During this time Blueleaf have assisted us with both our business succession and personal insurance requirements.  They have always put our interests first and have consistently delivered beyond our expectations.  We have witnessed at first hand the importance of having an advisor who can also collaborate with our financial and legal advisors.  We would have no hesitation in recommending the service of Gary and the team.”

TIM MURPHY
Director, Fugen Group

Talk with us today

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Gallagher Benefit Services Pty Ltd ABN 49 611 343 803 an Australian Financial Services Licensee (AFSL 488001)