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Financial Planning
Coordinating the moving parts of a complex financial life into a clear long-term plan. This is the foundation of every McNamara WealthMap.
McNamara. Wealth, Business Continuity
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Protecting the ownership structure
When a shareholder dies, their shares pass to their estate, which can mean the surviving owners find themselves in business with someone they did not choose. A properly structured shareholder protection arrangement and put and call option agreement ensures the business and its ownership remain in the right hands.
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What happens if a key person is gone?
Most businesses depend on one or two people more than they realise. If a key director or owner dies or becomes seriously ill, the impact on revenue, relationships and continuity can be severe. The right cover gives the business the financial breathing room to adapt.
Succession is a plan, not an event
The businesses that transition well are those that planned ahead. We work with business owners and their advisers to put the legal, financial and protection structures in place before they are needed, so that when the time comes, the transition is orderly rather than disruptive.
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The McNamara WealthMap
Continuity planning that considers the whole picture.
Business continuity planning does not sit in isolation from the rest of a business owner's financial life. The WealthMap process ensures that what we put in place for the business is consistent with the personal planning we have done alongside it.
Similar Areas of Advice
We advise across a focused range of areas to help our clients make clear, confident financial decisions over the long term.
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Retirement Planning
Retirement is the point where every financial decision you have made starts to matter most. We help you approach it with clarity and confidence.
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Family Wealth Management
For families with significant wealth, the decisions around protecting, managing and transferring assets are rarely straightforward.
Speak with us at a time that suits you.
Most conversations begin simply, with a desire to get a clearer picture of where things stand. If you would like to speak with us, we would be glad to hear from you. There is no obligation and no agenda beyond understanding your situation and whether we are the right fit for each other.
Alternatively, you can call us on 086 408 6023 or email info@mcnamarawealth.ie