CoffeeFresh engaged Specialist Advice Services (SAS) in May 2011 to provide advice to us and facilitate the implementation of a business protection and succession program.
The aim was to provide control and certainty by providing both revenue and shareholder protection to our stakeholders.
Specific advice was required by CoffeeFresh relating to the appropriate types of insurance cover, policy features, quality of insurance policies, appropriate levels of insurance cover and also policy ownership structures.
Over the course of several appointments Daniel clearly explained and simplified this otherwise complex area of advice and subsequently implemented the program.
From the outset it was clear that Daniel and his team had the required experience, a professional approach and in providing regular updates and a coordinated underwriting and communication service ensured the program was finalised as quickly as possible.
CoffeeFresh are confident that the program implemented will meet our needs in this regard have no hesitation in recommending Daniel and his team to any prospective client.