Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
| Starter | Premium | Elite | |
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$ 5,500 $ 6 |
$ 8,000 $ 7 |
$ 12,000 $ 29 |
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| Non-Advocacy Support Our team will work with both parties to negotiate and finalize the deal in a neutral, non-advocacy capacity. |
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| Industry Specific Form Agreements SRG will provide you a form contract tailored for your needs based on the information we gather from you. |
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| Contract Revisions We know it's hard to think of everything on the first try. Each package receives at least one contract revision to ensure the final product is exactly what you need. |
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| Industry Specific Questionnaire Each package has a separate questionnaire ranging in complexity and detail. The questionnaires are designed to ensure your deliverables are comprehensive and tailored to your needs. |
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| Single Point of Contact You will be assigned your team based on several factors, such as package, availability, and complexity of your project. |
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| Consultation Call(s) Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects. |
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| Cash Flow Model Our model is designed to illustrate how the deal cash flows based on the terms of the deal, as well as expense and tax decisions. |
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| Industry Resources We want this experience to be a success. Therefore, we offer a variety of resources such as guides, checklists, decision trees, whitepapers, and ebooks to ensure have all the tools you need. |
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| Facilitate e-Signature & Digital Archive We will facilitate e-signature for all documents and store them for you up to seven (7) years if you need an extra backup. |
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