Business Ownership Advisory · Independent Fiduciary
What Happens to Your Business
When a Partner Can't Continue?
Most ownership teams assume they're protected. One event -death, disability, divorce, or disagreement -proves them wrong. Find out exactly where you stand.
Find Out Exactly Where You're Exposed
Most owners don't know until it's too late. This assessment takes 2 minutes and gives you a real picture of where your structure holds -and where it breaks.
Taken by hundreds of business owners
These Aren't Hypotheticals.
They're How Businesses Break.
Every ownership crisis traces back to one of these six events. The businesses that survive are the ones that planned before the event -not after.
Death
A partner dies. Their ownership stake transfers directly to a spouse or estate -someone who never ran the business, has no obligation to cooperate, and now holds legal rights to a piece of yours.
Disability
A key owner can't work. Revenue drops. Authority is unclear. Without a defined buyout mechanism, the remaining owners are stuck -carrying the business with no clean way forward.
Disagreement
Partners split on direction. Strategy, leadership, vision -when owners reach an impasse, without defined exit terms, the business becomes a hostage in a standoff neither side can afford to lose.
Divorce
A partner's divorce drags the business into family court. Ownership stakes become marital assets on the table -regardless of what the other partners want or what the business needs.
Financial Distress
Crisis or bankruptcy forces a sale at a fraction of real value. Without a pre-agreed structure and funded exit plan, every stakeholder walks away with less than they should -if anything at all.
Retirement
An owner is ready to step away -but there's no agreed-upon price, no funding mechanism, and no transition timeline. Without a plan, the exit stalls and the business pays the price.
SRG Wealth Preservation
As fiduciaries, our advisors are legally required to act in your interest -not theirs. We don't sell products for commissions. Our team coordinates directly with your attorney and CPA to make sure every piece of your ownership structure holds up when it matters most.
" We thought our agreement was fine. The review showed us exactly where we were exposed -and gave us a clear path to fix it.
No cost · No pitch · No obligation
What Happens in Your Free 20-Minute Review
Identify Exposure
We review your current ownership structure and identify where it breaks under each of the six trigger events.
Define Transfer Logic
Who buys, at what price, triggered by what event. Clear terms your attorney can draft an agreement from.
Stress-Test Funding
Does the money actually exist when it's needed? We match funding mechanisms -insurance, reserves -to reality.
Coordinate Your Team
Our team works directly with your attorney and CPA. You leave with a one-page document each of them can act on.
Here's Exactly What You Walk Away With
Not a sales pitch. Not a follow-up email sequence. A focused read on your real exposure -and a clear plan.
You'll know exactly where your structure holds and where it breaks.
Specific decisions in order of urgency, so you know what to tackle first.
Not a pitch deck. A working document your professional team can use immediately.
Common Questions
Is this legal or tax advice?
No. This is ownership planning and strategy. Any legal drafting is handled by qualified counsel -our team coordinates directly with your legal and tax team so nothing gets lost between advisors.
Who is this for?
Business owners and partner teams -typically 2 to 500 employees -who don't have a written ownership transfer plan, or haven't reviewed theirs in the last 2–3 years.
What does it cost?
The 20-minute review is completely free, no strings. If a deeper engagement makes sense, that's a separate conversation you control -on your timeline.
I already have a buy-sell agreement. Should I still do this?
Bring it. Most existing agreements have gaps in funding, valuation method, or trigger event coverage. The review will tell you if yours actually works -or just looks like it does on paper.
The Best Time to Make This Decision Is Before You Have To.
Bring your current agreement -or just your questions. Leave with a plan.
Or call: 623-462-3500