Sole Practitioner Emergency Exit Strategies

Because “Anything” Does Happen!

Introducing SPEED – A Program Created Specifically for Sole Practitioners Including Tax Professionals, EAs & CPAs

Are you protected in the event of long-term illness or death? Who will take over your practice? Are your clients and staff protected?

SPEED provides you with a succession plan solution. Our SPEED Program will ensure that in the event you are no longer able to manage your business, there is a plan in place which will help your family get compensated for the value of your practice while your employees keep their jobs. You have invested years in your practice. Don’t be one of the horror stories that everyone hears about every tax season.

NOTE: SPEED is NOT Life insurance. We do not sell any insurance products. We provide you with a written personalized plan and strategy.