Dave Toeben
Insight Insurance Services
Nashville, Tennessee
Contact
How to contact
615-636-1105 dave@look2insight.com
Professional Profile
Call Me When
You need an expert Specializing in Buy-Sell Agreements, Key Person Insurance, Deferred Compensation, and Estate Tax Planning to Safeguard Business Continuity.
Professions
Insurance
Functional Expertise
Business development
Business growth
Business management
Buy side/Acquisitions
Capital markets
Cash flow enhancements
Compensation
Corporate finance
Cybersecurity
Debt
Employee benefits
Employee engagement/ retention
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Management succession
Mergers
Operations
Private equity
Retirement
Risk management
Sales
Six Sigma
Tax
Transaction advisory
Transaction intermediary
Trusts
Exit/Transition Planning
Business Focus
Our firm excels in crafting tailored Buy-Sell Agreements, ensuring a smooth transition and financial stability for a business in the event of a key stakeholder's departure due to death, disability. We also provide Key Person Insurance policies to
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
mitigate the financial impact of losing Key Team Players alongside Deferred Compensation strategies that aid in attracting and retaining top talent. Additionally, our expertise in Estate Planning ensures your business & personal assets are protected
Chapter information
Membership
Nashville Individual
Member since
Member for 3 years
Why I'm a Member of XPX
Educate business owners and members the importance of Business To Learn how a business owner can plan for a death, disability or loss of a stakeholder or key person Continuation Planning
Make XPX Part of Your Business Plans
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