Who this is for
- Closely held businesses and owner-operators
- Firms with multiple partners or shareholders
- Companies dependent on one rainmaker or key operator
- Founders moving toward succession decisions
- Owners with unfunded buy-sell agreements
Business Continuity
Protect the business behind the balance sheet.
Planning for buy-sell funding, key person exposure, and continuity when the people behind the enterprise matter as much as the numbers.
Where to start
Continuity planning starts before a disruption.
A valuation estimate is useful, but continuity planning has to account for ownership transfer, cash flow, and the people the business depends on most.
What we review
- Ownership structure and buy-sell exposure
- Business valuation starting point
- Key person dependency
- Funding structure and liquidity needs
- Decision-making continuity under pressure
Business valuation calculator
Use a practical valuation range to support buy-sell funding, key person conversations, and continuity planning.
Build a continuity funding estimate
Start with revenue, earnings, ownership dependence, and balance-sheet details to generate a working valuation range and planning framework.
Revenue analysis
Profitability
Business profile
Balance sheet
Valuation Snapshot
$0 - $0
Run the calculator to generate a working valuation range and a planning framework for funding continuity risk.
Important disclosure
This calculator provides rough estimates for educational purposes only. Actual business valuations require professional appraisal considering market conditions, financial statements, growth prospects, and industry-specific variables.
Want to talk through what this valuation range means for your continuity plan?
Request a consultationUse the result
Use the estimate as a planning starting point.
A working valuation range helps size the conversation. Continuity planning decides what happens when this needs to be funded, protected, or transferred.
Common blind spots
- Unsigned or outdated buy-sell terms
- Using stale business values to drive funding decisions
- Assuming continuity will work itself out informally
- Having no clear funding path if a transition is triggered
What you leave the first meeting with
- A summary of current coverage and key gaps
- A clearer view of which risks matter most
- A planning target or benchmark to work from
- A recommended next step, if deeper review makes sense
Questions people usually ask first
- How often should a business valuation be revisited?
- What is the cleanest way to fund a buy-sell agreement?
- When does key person coverage become a real priority?
Matched perspective, not a generic handoff
The first meeting is with you and a member of our advisor network whose perspective best fits the issue at hand.
What would happen to the business if something happened to you?
A 15-minute conversation can help clarify where your continuity plan stands and what deserves attention next.
Request a Consultation