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Glossary of terms used on this site

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Term Definition
Initial Research

(BSR analysis element) the core element in business succession planning. It is the only compulsory analysis of the nine elements that generate the final report. Data offered during a initial client meeting has to be examined and verified. All business documents including structures are found, physically gathered and examined. Full access and meetings with a business accountant will be enacted. To check existing officers (including that of appointor) of Trusts and companies are not conflicting with client wishes. To overview the matter of litigation paper trails and private asset exposure.

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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.