Case Studies

Churches that are borrowing funds for building projects should strongly consider key man insurance for pastors and even their board members.  In many cases, banks require a key man life insurance as a condition for any loan. Consequently, churches that have a key man policy may have an advantage with prospective lenders. This is a.. More

This is an actual example of a business succession planning case using a  cross purchase buy-sell agreement that we helped to implement and fund. The names have been changed to protect the privacy of the actual company and its owners. The business owners of ABC, Inc., an international trading company in Miami, FL contacted our.. More