Veritas Aegis Financial is an advisory firm that helps closely held business owners protect ownership transitions and support long-term business continuity. Led by owner Johanna Mirpuri, the firm focuses on succession planning for businesses, coordinating financial protection with legal, tax, and ownership considerations. Its AEGIS Business Succession Method guides clients through assessing their current arrangements, establishing a transition framework, implementing funding, integrating the plan with broader financial goals, and reviewing it as circumstances change.

Services include business succession risk analysis, buy-sell agreement reviews, succession funding implementation, annual plan reviews, advisor coordination, and business continuity strategies. The firm examines ownership structures, valuation assumptions, trigger events, agreement provisions, and potential funding gaps to help identify whether a plan is ready to work. Depending on the business’s needs, funding may include life insurance, disability buyout coverage, or key person protection. Veritas Aegis Financial also works alongside clients’ attorneys, CPAs, and other advisors to help align succession plans with estate planning, retirement objectives, and family wealth transfer.