For a fixed fee, we provide:

• A comprehensive review of your business’s current risk exposure.
• Support with planning for both insurable and non-insurable events that could impact your business.
• A risk mitigation plan including  relevant cover types such as key person insurance, buy/sell cover, or business expense cover
• Liaison with our preferred legal team to draft or update a buy/sell or shareholder agreement
• Full project management — you deal with one point of contact, and we coordinate the rest
• Professional oversight to ensure insurance policies align with the legal documentation 

The fixed fee covers our strategic advice, coordination, and insurance guidance. It does not include legal or accounting fees — however , we work with a trusted legal team experienced in business succession who can handle the legal drafting efficiently. This means less back-and-forth, no gaps between insurance and legal wording, and a smoother process overall.

Sage Wealth Protection is ideal for:

• Business owners in partnerships or shareholder structures
• Multi-owner businesses
• Companies reliant on one or two key people for operations or revenue
• Business owners wanting a clear, fundable exit strategy or succession plan

Too often, buy/sell arrangements are pieced together with input from multiple parties who aren’t talking to each other — your lawyer, your accountant, and your insurer. That leads to delays, mismatches, or no implementation at all.

Sage Wealth Protection removes that friction. We:

• Drive the process from start to finish
• Ensure alignment between the legal agreement and the insurance funding
• Provide clear, fixed pricing so there are no surprises
• Use trusted legal partners who specialise in this exact work
• Include strategic insurance advice