Business Continuity Planning

Starting a successful business from the ground up can be one of the most rewarding experiences in life. We know the hard work, personal time, and total devotion it takes to nurture a company from a seedling of an idea into an almighty tree. While your idea was the spark that started it all, you need to ensure that flame stays lit. Planning the final step is crucial to the security of your assets as a whole.

Adverse changes or major life events can happen at the drop of a hat. As they say, hope for the best but plan for worst. Can you really afford to risk it all by not asking yourself, “what if?” What happens when I retire? What if I am disabled or suddenly pass away? It’s not always clear how to distribute or dispose of a business if you haven’t prepared for it. That is where business continuity planning comes in. It’s a risk management strategy that prepares a business to successfully move forward in the case of a major life change.


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How do we do it?

McLean Insurance and our partners will carefully and thoroughly evaluate your company as a whole, including any key employees you may have. We then carefully craft a detailed plan for the future of the business in three stages:

Information Collection – In the first stage of our process, we gather appropriate information about your company, including any existing operating/shareholder agreements, recent financial reports and any existing insurance policies.

Valuation Analysis – Our trusted team will create and provide you with a complimentary, informal business valuation report that estimated the worth of your company. This allows a business owner to:

  • Understand the current value of the company
  • Determine the value of the business at the time when an equity stakeholder is lost
  • Consider the amount of funding necessary to execute the terms of your plan

Strategy Delivery – Our business review team (consisting of attorneys, accountants and financial advisors) collaborates to create a business continuation strategy. This strategy includes specific business continuation recommendations and covers all contingencies and scenarios while finding the most cost-effective ways to do so. Once delivered, our team meets with you to review the delivered recommendations.

Why choose McLean Insurance For Business Continuity Planning?

  • Personalized Service – You will be treated as family at McLean Insurance Agency. Our risk managers are local and easily accessible. They have a solid understanding of business evaluation techniques as well as a proven ability to devise a wholesome business strategy
  • Trusted Advice – All McLean Insurance advisors undergo significant training and are skilled at business continuation insurance writing
  • Save Money – We shop multiple providers to find the best rate for you
  • Save Time – Insurance jargon is complex and often hard to understand. Our experts are used to the intricacies of the business, so let them sort through it for you as quickly as possible.
  • Risk Management– Our risk management approach helps you prevent a loss before it even happens. This provides you with the tools necessary to protect your business, employees, and even your valued customers from challenges related to retirement, disability or death of key employee(s)