Wayne W. Kollas, Inc. can help you in developing a business continuation plan, or assessing and updating an existing program. We are happy to work with your Attorney, CPA or business advisors, or we can put together a team with the skills you need to get the job done.

With over 31 years of experience in the field, we are well situated to help you protect yourself, your family and all the people that depend on your company. Over the years, we have built a strong network of professionals and companies that can provide the solutions you need.

Assessment of Buy/Sell Agreements: Does your buy/sell agreement still provide for the changing needs of your company? Is is still legally sound given current circumstances? Is the agreement funded adequately to allow for proper execution? It is important to periodically revisit your agreement to make sure that it is still sufficient for your business.

Development of a Buy/Sell Agreement: If you have not yet developed a Buy/Sell Agreement, we can facilitate discussions between you and other owners or potential owners of your company in creating a plan for owner ship transition. We can then help you create the technical agreement and put appropriate funding mechanisms into place.

Life and Disability Insurance Consulting: Life and disability insurance are common funding mechanisms for buy/sell agreements. There may be other circumstances where your business needs expert help in finding the right types of coverage for owners or employees. We are independent from any particular insurance company. We act on our clients behalf to find the coverage that they need. We can place coverage from a few thousand to tens of millions. We also specialize in placing larger, hard to place or even "uninsurable" cases.

Institute split dollar and other specialized programs: If you need assistance putting a together a split dollar premium program or other forms of alternative funding, we can help. There are a variety of options that may provide solutions to your problems.

Assessment of Key Employee Insurance: If you have purchased Key Employee Indemnity Insurance in the past, we can review your coverages and suggest possible improvements in your protection. Changes in your needs, the offerings of the Insurance carriers and general trends in premium make it a good idea to go over it every few years. If your are considering Key Employee Insurance for the first time, we can help you assess your needs and find the best coverage possible.

Review of Succession Planning: Whether you are undertaking succession planning for the first time or are reviewing an existing plan, Wayne W. Kollas, Inc. can facilitate the process, provide an objective opinion and help you avoid problems that can arise.

Putting It All Together: We have the expertise and business associates in other professional fields to help you put together a complete solution for your business. You, your family and your partners will be able to rest easy knowing that should adversity strike, your business will continue to support those who depend on it.

If you would like additional information or wish to discuss your situation, please contact us at (503) 641-5445 or toll free at (888) 575-5445. You may also fill out our Contact Form and we will get in touch with you. Contact Form Note: fields marked with an * are required. Name*:   I am interested in: (check all that apply) Company:   Business Continuation Planning E-mail*:   Buy/Sell Agreements Phone*: -   Key Employee Insurance Fax: -   Succession Planning Address:   Life or Disability Insurance (Address Line 2)       City:   We already have:   State:   A Buy/Sell Agreement Country:   A Succession Plan Postal Code:   Key Employee Insurance Please Contact Me With Information About *: