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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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Sean says

We are in business with my parents and brother. Some land had been transferred to my brother and I and we asked Jim to prepare a immediate exit strategy in case one of us had or wanted to withdraw. We sought bank finance to improve the land. Jim was able to do that plus discover a error in how the land was transferred that the bank had missed. Since then my brother has left the state and he is being paid out exactly as we set up; no argument.