Executive Risk & Business Succession Planning

Preparing You for All the “What ifs” 

Helping you prepare for sudden or expected succession issues.

What would happen if one of your key employees were to die suddenly? Being well-prepared for unexpected life events is the key to ensuring smooth transitions for businesses and individuals. Wine Sergi’s experienced team gets to know your business inside and out so we can design a program that helps you retain top talent and prevents them from moving to a competitor.

Retaining ownership in the event of a sudden death.

What will you do if your business partner suddenly dies leaving their stock to a disinterested party or spouse? How do you retain this stock and at what cost? Wine Sergi’s experienced team helps you structure a succession program that protects your business and your family. We address these key issues using:

  • Key-Person Life Insurance Planning
  • Executive Bonus Plans
  • Buy/ Sell Agreements and Funding
  • Business Succession Planning

To learn more about how Wine Sergi’s expertise can help you with Executive Risk and Succession Planning practices, please contact us today.