Key Person & Buy/Sell

Business continuity, when it matters most.

If a key owner, director or employee becomes seriously ill, disabled or dies, key person and buy/sell insurance helps stabilise cash flow and ownership transitions.

Key Person Insurance

  • Pays the business a lump sum or regular benefits if a crucial person can't work
  • Used to cover recruitment costs, lost profits or loan repayments
  • Often required by banks for business lending

Buy/Sell Insurance

  • Agreed in advance via a shareholders' or partnership agreement
  • Provides funds for remaining owners to buy out a departing owner's share on death, trauma or total disability
  • Prevents disputes and ensures smooth ownership transitions

How we help

  • Work with your accountant and lawyer to structure cover correctly
  • Match cover amounts to valuations, loan exposures and profit contributions
  • Prepare underwriting submissions for multiple directors/partners

Want to discuss key person or buy/sell cover?

Book a business risk consultation.