Most are overexposed without realizing it:

• “One day I’ll sell” isn’t a retirement plan.

• No buy-and-sell agreements or key person cover

• SARS could swallow a lot more than they should

• Missing opportunities to grow wealth outside the business

One unexpected event: illness, disability, a tax misstep, or losing a key employee, could undo years of hard work.

Are You Overexposed?

Find Out With Our Risk Review Checklist