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Glossary of terms used on this site

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Term Definition
BSA

Business Succession Agreement - A legally binding agreement based on a Business Succession Report and drawing the elements of exit planning strategies, corporate governance and dispute resolution into a cohesive document.

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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.