Broker Check

Key Person Planning

At StatonWalsh, we specialize in Key Person Planning, helping businesses safeguard their operations by preparing for potential changes in leadership or the unexpected loss of key personnel. We understand that every team member contributes to your business's success, but certain individuals play an irreplaceable role in driving your organization forward. Our key person planning strategies help ensure your business remains resilient and continues to thrive even in the face of sudden change.

Our Services

Key Person Identification

The first step in key person planning is identifying those individuals who are crucial to your business's operations and success. We work closely with you to understand your business, helping you identify the key individuals whose loss could have a significant impact on your organization.

Risk Assessment

Understanding the potential impact of losing a key person is crucial in planning effectively. Our team conducts a comprehensive risk assessment, analyzing the potential financial and operational impact to your organization should a key person be unable to perform their duties.

Strategy Development

We develop robust strategies designed to mitigate the potential impact of the loss of a key person. This could include key person insurance, succession planning, and knowledge transfer strategies. Our goal is to ensure your business remains stable and profitable, regardless of unexpected changes.

Plan Implementation

We don't just create a plan; we help you implement it. From setting up key person insurance policies to initiating knowledge transfer programs, we guide you through each step of the process, ensuring that your business is prepared for any eventuality.

Why Choose Us?


Our team of consultants brings together a wealth of experience and knowledge in key person planning. We understand the intricacies involved and can deliver tailored, effective solutions.

Comprehensive Approach

We take a holistic approach to key person planning, considering all aspects of your business to develop a robust and effective strategy.

Client-Centric Service

We believe in a personalized approach. Our services are tailored to meet your unique needs and circumstances, ensuring that your key person planning strategy is fit for purpose.

Contact Us

Don't let the unexpected derail your business's success. Contact us today to find out more about our Key Person Planning Services and how we can help safeguard your business against the unforeseen loss of key personnel. Your journey to a secure and resilient business starts here.   

Have a Question?

Thank you!