Kai-Zen® for Succession Plans

Business Succession. What's the point of building a business, if it's just going to fail when you leave?  What is the point of the business if it tears the family apart? Not all partners, siblings, and successors are always in agreement. Additionally, not all of them want to be involved in the business. The Kai-Zen® strategy is your solution.

Why Kai-Zen®

These 5 payments can equate to a value, representative of the share of the business that the owners want to leave to the next generation. Kai-Zen® offers a solution to this without subjecting either party to risk. Family members not working in the business get a fair and independently predictable income. While those members employed by the corporation won't be at risk of destabilizing the business environment, or having non-involved shareholders effecting company decisions.
Kai-Zen® solves this problem at half the statistical cost of an out-of-pocket solution.
Value Provided
  • A more cost effective tool to allow succession plans to be funded. Saving 30 to 50% of the cost.
  • A known fixed cost that does not drain the business.
  • Less divisive for succession members and participants.
  • The leaving members don’t rely on the business to fund their buyouts.
Required Qualifications
  • Participants must be below 65.
  • In good health.
  • Household earnings above $100,000.

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Licensed agents for your needs

To find suitable plans tailored to your needs, use NIW's network of licensed agents.

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