For founders, a business exit isn’t just a transaction—it’s the culmination of years of work, risk, and vision. Without early planning, external forces like market changes, health events, or timing pressures can dictate the outcome.
At Metz Insurance & Financial, we help founders take control of their exit on their own terms. Our structured approach is designed to maximize the value of what you’ve built, create tax efficiency, protect your personal financial future, and preserve harmony within the family.
The loss or incapacity of a key employee or partner can put immediate strain on a business. Without a plan, ownership transitions, cash flow, and continuity are left at risk.
At Metz Insurance & Financial, we help business owners implement key person insurance and buy-sell strategies designed to protect the company, ensure smooth ownership transitions, and maintain stability for employees, clients, and creditors. These solutions can also provide capital to offset lost revenue and support the recruitment and development of critical replacements.
Attracting and retaining top executive talent requires more than traditional benefit plans. For many organizations, customized executive compensation and benefit strategies are critical to aligning performance, retention, and long-term value creation.
At Metz Insurance & Financial, we design and implement executive benefit solutions that balance competitiveness with cost efficiency. Our strategies include non-qualified deferred compensation plans, supplemental executive retirement plans (SERPs), split-dollar arrangements, and other customized solutions structured to support retention, incentive alignment, and corporate financial objectives.