Business succession concepts

Address all areas of business succession planning

Start My Free Trial

Succession planning software for financial advisors

A comprehensive set of tools that answer key questions for your clients:

Business Valuation

“How can I get a fair estimate of my business’ value prior to a formal appraisal?”

  • Business Valuation is now integrated into all of BSC.
  • Performs calculations for the five valuation methods accepted by the IRS.
  • Present results in an interactive screen graph, and/or a complete printed presentation.

Business Continuation

“What happens when one of my partners or I die, retire, or become disabled?”

  • Simple, clear illustrations of continuation and funding options.
  • Illustrate value of life insurance to fund their chosen solutions.

Key Person

“How do I determine the value of key employees and protect the business from their loss?”

  • Evaluate and rate key person’s value in different areas on company.
  • Include family’s expectations and how ownership would be transitioned.
  • Illustrate how life insurance provides solution to key person planning.

You don’t have to be an expert—let the software be the expert

Simple and clear illustrations help explain complex or difficult concepts. Each animation includes a step-by-step walk through of the continuation and funding solutions. Your clients will see for themselves the need to plan and the value of funding their solutions with life insurance.

See Full Screen Animation Sample

Multiple presentation options for maximum client engagement

The screen presentation is designed to mirror the printed presentation, allowing clients to follow along with what they’re being shown on screen.

  Professionally Designed Printed Presentation

Walk business owners through their options using simple and clear illustrations.
Carefully researched, easy-to-understand charts and graphs
Customize each presentation based on your client’s situation

  Interactive On-Screen Presentation

Walk through an interactive on-screen presentation of your client’s case. The responsive design allows you to present on various devices:
Computer, tablet or iPad
Large conference room display

Financial advisor giving business continuation solution presentation

Business succession planning sales involve these four steps

Illustrate to clients the importance of considering their business continuation options
Determining the fair value of the business
Agreeing to a solution and adopting a business continuation plan
Determining how to fund the solution

With Business Continuation you can complete any one of these steps without completing the others.

Key person planning

Show the Dual Role of Life Insurance
Key Person helps a business owner establish the value and impact a key person has on the company. When that key person happens to be an owner, life insurance could provide a solution not only to the business continuation plan, but also the key person planning as well.

For Business Owners or Non-Owners
Use Key Person to evaluate the same owners that were used in the Business Continuation analysis—or use Business Continuation on the owners, and then use Key Person to evaluate non-owner key employees.

Start your 14-day Free Trial

Try it now, risk free. Your credit card won’t be charged for 14 days—cancel or modify your subscription at any time.

Business Succession Concepts

Monthly Subscription
Start My Free Trial

Business Succession Concepts

Annual Subscription

This product is included in the Ultimate Bundle subscription. View Bundle Pricing

Still have questions?