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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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Julie Says

We are in a syndicate raised by us to purchase a commercial winery. Our accountant was concerned about potential withdrawal of capital and the effect this would have on our bank and remaining backers. Jim was asked to come in, sort it out and get written agreement from all parties as to the movement of capital. He delivered everything we needed and more. Every syndicate member was relaxed and so were our bankers. The legal side was set up by a solicitor of Jims suggestion and it was the simplest set of actions for us all to achieve security of investment.