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Protect Partnerships. Secure the Future.
Our Buy-Sell Planning service ensures a smooth transition of business ownership in the event of retirement, disability, or death. We help you create legally sound agreements backed by insurance solutions—so your business remains stable and your legacy protected.
Buy-Sell Planning is a crucial part of any business continuity strategy. It involves creating a legally binding agreement between co-owners that outlines what happens to an owner’s share of the business in the event of death, disability, retirement, or other life changes. This plan helps eliminate uncertainty, prevent conflict, and protect the value you’ve built over time.
At Bora Financial Services, we specialize in funding buy-sell agreements through tailored life and disability insurance solutions. This ensures that funds are available when needed, and transitions can happen smoothly—without disrupting operations or causing financial strain on remaining partners or family members.
Whether you’re a small partnership or a growing enterprise, having a clear exit strategy in place is essential. Let us help you build a plan that keeps your business secure—no matter what the future holds.
It’s a legally binding agreement that outlines what happens to a business owner’s share in the event of death, disability, or departure.
Life insurance provides immediate funds to buy out a deceased owner’s share, ensuring business continuity.
Any business with two or more partners or shareholders should consider one to protect ownership and operations.
CEO and Founder of Bora Financial Services
Insurance Policies Specialist
These days, it’s especially important to have a trusted professional guiding your choices. With 10 years’ experience, I’ll personally evaluate your situation and needs. Together, we’ll help protect your family’s wealth, lifestyle, and future.
Peace of Mind for Every Chapter of Life.
Your living benefits – life insurance that you access the death benefit before death, gives you strength through life’s toughest turns.
Because life doesn’t always go as planned — but your protection can.
