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Glossary of terms used on this site

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L

Term Definition
Legal Liaison

(BSR Analysis element) the work carried out by the consultant when required to brief solicitors, some family members and some current advisors to ensure the instructions are accurate and detailed enough to carry out the full intent of all parties. To source and collect any material needed by the solicitor and to meet and brief family members if required. Legal instructions are embedded into a Business Succession Report and are developed as part of the succession planning process.

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Testimonials

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.