Tools
Model your succession coverage needs.
Buy-sell agreements and key-person policies are often underfunded. This calculator helps you model what's actually needed—based on current valuations, ownership structure, and transition scenarios.
Key-Person / Buy-Sell Calculator
Model your organization's succession coverage needs. Calculate appropriate key-person coverage, buy-sell funding requirements, and compare cross-purchase vs. entity-purchase structures.
Key-person coverage modeling
Buy-sell funding calculation
Cross-purchase vs. entity comparison
Disability buy-out scenarios
Our team will walk you through the calculator with your actual numbers.
Not sure where to start?
Most buy-sell agreements are underfunded. Let us help you model what's actually needed based on current valuations.