For business owners

Business Protection Assessment

Protect the people and accounts the business runs on

We identify the people and accounts the business genuinely cannot run without, then size the protection that keeps payroll moving through the gap.

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No-cost consultation1 hours

What this covers

  • Key person risk identification and mitigation strategies
  • Revenue protection analysis and insurance solutions
  • Business financial overview and protection planning
  • Risk mitigation strategies for business continuity

How it works

    • Roles the business cannot operate without for a quarter
    • Customer concentration and the contracts behind it
    • Fixed obligations — payroll, debt service, leases
    1

    Before we meet

    We map who and what the business depends on, which is usually a shorter list than owners expect.

    • Revenue at risk per key person, in dollars
    • How long the business can cover fixed costs unaided
    • Whether existing coverage responds — most group cover does not
    2

    In the meeting

    We work out what a gap actually costs in revenue and in time, and what it would take to absorb it.

    • Exposures ranked by revenue at risk
    • Protection sized to the obligation, not to a round number
    • What can be solved operationally without buying anything
    3

    What you leave with

    A written assessment of where the business is exposed and what closing each gap costs.

Find your gaps in three steps

Key-person dependency, owner disability exposure and buy-sell funding shortfall. It surfaces the same three exposures the assessment ranks, so you arrive already knowing which one worries you most.

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Questions people ask first

How we are paid

No-cost consultation

Carrier-paid if you implement · Numbers in writing, every time.

Start with the Business Protection Assessment

Key person risks, revenue protection, business insurance needs analysis

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