Roundtable talks - funding continuity

Protecting Your Estate

The protection of your practice’s value and cash flow in the event of unexpected death or disability is one of the most important challenges you will face as a business owner. 

In the unfortunate and sudden situation where a continuity plan is triggered, how does the new owner complete the purchase of the book and assets? How does the former owner’s estate receive fair value for the business? How do you ensure a smooth transition of clients?

In this Roundtable Talk, EMS Coach Marcus Hagood and Associate Counsel Kelsey Herman, JD, discuss the details of funding your continuity plan, including where the money comes from, setting everything up in advance to avoid erroneous chaos, insurance options for death vs. disability, and common deal structuring for sale in the event of unexpected death or disability.

Fill out the form to watch the full Roundtable Talk.