A potential partnership · discussion draft

Build a stronger business.
Protect the people behind it.

You help founders build business value and prepare for the future. Together, we could help them look after the people—and the ownership—that value depends on.

Education firstPractical CFO conversationsSpecialist advice when needed

Where we fit together

A natural extension of your
“cradle to exit” thinking.

Your CFO+ Team ecosystem gives founders financial leadership, practical tools and a route towards growth and exit readiness.

Broadbench could complement that work with specialist business protection, life benefits and healthcare. The CFO recognises the question; the appropriate specialist helps the founder explore the answer.

This is an opportunity to explore—not an agreed or live partnership. No commercial terms or reciprocal outreach commitments are proposed here.

How the message could look

Two pictures.
Two different conversations.

Initial, unbranded illustration ideas for your feedback. One message per picture, with the detail explained separately.

Picture idea 01 · business continuity

Protect the people your
business depends on.

A founder and technical lead working together in a real-world business setting: a direct way to show the expertise and people the company depends on.

“Which people does the business depend on—and what would the financial plan be if you lost one?”

The conversation: key-person protection, shareholder continuity and coordinated legal and operational planning.

Protection may fund specified financial consequences of an insured event. It does not guarantee a valuation, a sale or uninterrupted trading.

Picture idea 02 · people benefits

Look after the people
who help you grow.

People at work, and the families behind them: a more human way to show why looking after directors and employees matters beyond the working day.

“Does the way you look after your team reflect how important they are to the business?”

The conversation: qualifying Relevant Life arrangements, group life cover and private healthcare for directors and teams.

Benefits can contribute to an attractive employment proposition. They are not a guarantee of retention, nor a substitute for key-person protection.

Keep the explanation clear

One people-first story.
Three distinct types of support.

Protect the business

Key-person protection is designed to support the business financially after a covered loss. Shareholder protection can help fund an ownership arrangement following a covered event, alongside appropriate legal agreements.

Business & ownership

Protect families

Relevant Life can provide employer-funded life cover for eligible directors or employees, with benefits intended for beneficiaries through the trust arrangement. Group life is a separate option for wider employee death-in-service benefits.

Eligibility, scheme structure and tax treatment require advice. Company-funded does not automatically mean tax-free.

Life benefits

Support access to care

Private healthcare for directors and employees can support access to eligible consultations and treatment, subject to cover, underwriting, exclusions and benefit limits.

Employer-paid healthcare will generally have employee benefit-in-kind implications. It does not replace all NHS care or guarantee recovery.

Healthcare

A practical CFO conversation starter

Six questions.
No insurance expertise required.

Use these to notice a planning gap—not to recommend a policy or calculate cover.

Which people are critical to revenue, delivery, relationships or leadership?
What would their absence mean for cash flow, replacement costs and the founder’s plans?
Are ownership intentions and legal arrangements clear if a shareholder dies or cannot continue?
What life cover or death-in-service benefits do directors and employees already have—and who would receive the benefit?
Would healthcare or a review of people benefits be useful, and how would eligibility, budget and tax treatment be assessed?
Would you like an introduction to Broadbench to review any gaps, with your permission?

The proposed first step

Start small.
Make the conversation useful.

An educational session

A proposed 30-minute session for your CFO community, focusing on one or two topics and a straightforward founder example. We choose the opening topics together.

A short CFO checklist

A practical takeaway that helps CFOs recognise relevant questions and make permission-led specialist introductions—not give product or tax advice.

A follow-up conversation

Review the message, agree the first session and refine the illustrations. Wider collaboration can follow once the initial approach is useful to your community.

Book a meeting

For discussion only. Session date, topics and delivery arrangements remain to be agreed.

Review the proposed follow-up email

Suggested subject

Our conversation — protecting the people behind business value

Hi Paul,

Thank you for today’s conversation and for sharing your video and associate slides. Having reflected on them, I see the opportunity as much more than a straightforward referral arrangement.

You are building an ecosystem that helps CFOs give founders the leadership, tools and specialist support to grow stronger businesses and prepare for exit. Broadbench could complement that by helping them protect the people and ownership their business value depends on—and look after directors, employees and their families.

I think we could explore two clear messages:

Protect the people your business depends on: key-person protection, shareholder continuity and the planning around them.
Look after the people who help you grow: qualifying Relevant Life cover or group life benefits, alongside private healthcare for directors and teams.

Keeping these separate should make the proposition easier to explain. Business protection, family life benefits and healthcare do different jobs; tax treatment and suitability need to be considered for each arrangement.

I’ve put together a short discussion page with two initial picture concepts to show how we might communicate this simply. They are starting points for your feedback, not finished campaign materials.

My suggestion is to begin with a 30-minute educational session for your CFO community, focused on one or two topics, plus a short conversational checklist CFOs can use with founders. The aim would be to help them recognise gaps and introduce specialist advice where useful, rather than turn them into insurance advisers.

For now, I suggest we concentrate on getting the message and first session right, leaving the wider collaboration structure for a later conversation.

Does that capture what you had in mind? If so, let’s arrange a follow-up in the next couple of weeks to choose the opening topics and refine the picture ideas. You can Book a meeting, or we can find a time directly.

Best,
Thomas

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Build a stronger business.Protect the people behind it.

A natural extension of your“cradle to exit” thinking.

Two pictures.Two different conversations.

Protect the people yourbusiness depends on.

Look after the peoplewho help you grow.

One people-first story.Three distinct types of support.