3. Gathering the Business Assets & Interest.

Once we have gathered the preliminary data for your business assets and interest, and received the documents from the inventory request, we will then sit down for a visit in which we will take you through one or more fact finders to ensure that we have gathered all of the relevant data necessary for us to perform a professional evaluation of your business, hold preliminary discussions with your other trusted professional advisors, and prepared for our Business Exit Planning Visit.

It is natural for a business owner to have specific questions that relate to possible strategies to build and protect business value, manage and transfer your personal wealth, and exit your business. We are happy to answer questions of general relevance, but we will not yet be in a position to answer substantive questions as it relates to the appropriateness of specific design recommendations. First we must perform a Professional Evaluation of the information we have received, hold preliminary discussions with your other professional advisors, and hold our Exit Planning Visit with you (and possibly your spouse and trusted advisors).