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Glossary of terms used on this site

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Term Definition
Exit Strategy planning

Process of planning and controlling an immediate exit of a proprietor so that continuing owners are not disadvantaged and the retiring proprietor has capital protected. Based on a unique buy sell concept the exit strategies cover all forms of partnership splitting. This plan is then incorporated into the business succession report.

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Testimonials

Bruce says

We were looking for a method to ensure two of our senior partners could afford to retire in 4 years, and that we could afford to purchase their shares. Jim gave us much more than we expected and spent a great deal of time understanding our issues. His report is one of the most important in our business and will be often referred to in future years.