Lesson 1

Understanding
EXITCompensation™ 
for Business

Lesson 1.1

EXITCompensation™
for Business
Explained

• A series of secured financial provision 
• For business enterprises and/or its owners
• To address the concerns and satisfy the needs arising from personnel departure
• Structured out of suited and suitably arranged insurance, or paired with separate written agreement

Lesson 1.2

Fundamental
Applications

Exposure Management

• Secure Rights
• Fulfil Obligations
• Mitigate Risks
• Discharge Liabilities
 

Lesson 1.3

Specific
Applications

• Post-succession Continuity
• Exit Settlement (Gratuity)
• Exit Settlement (Equity)
        • Survivor Buyout
        • Company Buyback
        • s11(3)(a) & Goodwill Entitlement
• Exit Recovery
        • Winding-up
        • Recovery External Takeover
• Talent Retention and Compensation
• Consequential Indemnity
 

Lesson 1.4

EXITCompensation™
Planning for
Business
Explained

The process of putting in place legal and/or financial provisions to produce a secured settlement/payment plan dedicated to:

• Delivering the desired outcome in respect of equity settlement, post-succession continuity or exit recovery

• Facilitating amicable and voluntary retirement of executive owners whose value would diminish with age or declining health

The process of putting in place legal and/or financial provisions to produce a secured settlement /payment plan dedicated to:

• Protecting the critical but otherwise vulnerable employee-enabled competitive edge of the business enterprise

• Recovering the losses consequent to critical personnel departure
 

Lesson 1.5

Application
Concept
Plans

• Post-succession Continuity Assurance
• Equity Settlement Assurance
        • Survivor Buyout Assurance
        • Company Buyback Assurance
        • LLP Entitlement Assurance
• Exit Recovery Assurance
        • Goodwill Recovery Assurance
        • Protected Acquisition Assurance
• Owner Exit Gratuity Assurance
• Employee Retention Assurance
• Consequential Indemnity Assurance
 

Lesson 1.6

Summation

• Life insurance contracts are like over-the-counter products found in pharmacies that can be purchased without a prescription

• EXITCompensation™ Plans are like approved drugs and sanctioned remedial procedures prescribed by especially trained and duly licensed medical practitioners

• Every unlisted enterprise and/or its owner has at least one need for EXITCompensation™, regardless of the entity type, equity distribution or relationship of equity owners