Coverage
Buy-Sell Funding
Ownership transition liquidity for business continuity events.
Overview
Buy-sell funding uses insurance to provide capital when an ownership transfer event occurs. It reduces forced decisions and helps keep control transitions orderly.
Ideal For
Partners and closely held businesses that need reliable funding for succession events.
Key Benefits
- Pre-arranged liquidity for ownership changes
- Helps avoid distressed asset sales
- Supports cleaner succession execution
How This Policy Works
Step 1
Define ownership transition agreement
Step 2
Policies are aligned to partner interests
Step 3
Trigger event initiates funded buyout
Step 4
Ownership transfers with reduced disruption