Business Succession Concepts

Address all areas of business succession planning

Business valuation, business continuation, and key person planning

Start a Free Trial View a Short Demo
Screen Graphics of Advisor Controls planning software
Step-by-step animations

You don't have to be an expert. Let the software be the expert.

Step-by-step animations help explain complex funding solutions. Your clients will see for themselves the need to plan and the value of funding their solutions with life insurance.

View Fullscreen Animation Sample
Client presentations

Multiple presentation options for maximum client engagement

Interactive On-Screen Presentation

Walk clients through an interactive presentation on any device — tablets, large monitors, or conference room displays.

Professionally Designed Printed Presentation

Designed to mirror the on-screen experience, simple illustrations guide business owners through their funding options.


Answer the key questions your clients are asking:

How can I get a fair estimate of my business' value prior to a formal appraisal?

Perform calculations for the five valuation methods accepted by the IRS.

What happens when one of my partners or I die, retire, or become disabled?

Simple, clear illustrations show the value of life insurance to fund their chosen continuation and funding solutions.

How do I determine the value of key employees and protect the business from their loss?

Evaluate and rate key person's value in different areas of the company, and illustrate how life insurance provides a solution to key person planning.


Start a 14-day free trial

Try Business Succession Concepts risk free. Your credit card won’t be charged for 14 days, and you can cancel or modify your subscription at any time.

Business Succession Concepts

Monthly Subscription


Start My Free Trial

Business Succession Concepts

Annual Subscription


Start My Free Trial

Business Succession Concepts is also available in our Elite bundle