Nobody likes to think about it, but it is inevitable that one day you will leave your business. Whether you decide to sell up, retire, or for health reasons, it is imperative that you plan for that day
A Business Succession plan outlines who will take over your business when that time comes.
Intercorp Financial Services has a referral agreement with David Bushe-Jones of DBJ & Associates to supply Intercorp’s clients with insurance products with which to assist in developing succession planning strategies.
A good succession plan enables a smooth transition for all parties with less likelihood of any disruption to operations. DBJ & Associates will work together with you in planning your exit well in advance. They follow a proven process to ensure you achieve the best possible outcome.
DBJ and Associates will liaise with your Accountant and nominated Tax Lawyer to assist in determining the scope and terms of your agreement.
Their role is to project manage and facilitate through all stages of the succession planning process on your behalf as well as reviewing. DBJ & Associates will also undertake a regular review of your Business Succession Plan to ensure that it continues to meet your needs and to implement change whenever beneficial or necessary.
With over 20 years’ experience in the financial services arena, DBJ & Associates take pride in their ability to form long term, open and honest relationships with their clients.