Succession

Business Protection Insurancecontinuum cover

IBG have completed a comprehensive review on how to protect small to medium sized businesses from unexpected succession events that force a business owner or part owner to have to exit their business e.g. business partner suffers a serious illness / disablement / death. The aim of the review is to identify & formulate strategies to ensure that the appropriate people had access to sufficient funds to

(a) Remain in control of the business

(b) That the person or estate of the person exiting the business receives fair value for their share of the business asset created.
Would Your Exit Plan Survive the Unexpected
IBG works with business owners & their financial advisors to ensure that the right amount of cover i.e. cash is available should an unexpected event happen. The review findings are published in the booklet – Would Your Exit Plan Survive The Unexpected and are available on request.

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Contact;

David Cooke– (09) 966 1476 david@ibginsurance.co.nz

Graeme Sutton– (07) 834 0309 graeme@suttonfinancial.co.nz