The Olin Group, LLC.
SUCCESSION PLANNING
Confidentiality
 
We are professional advisors and consultants. In our opinion, the very definition of a professional includes the ability to discreetly provide services to our clients and keep the relationship and details confidential.

The Olin Group, LLC. will enter into a confidentiality agreement as one of the first steps of establishing a relationship. All professional advisors that are part of the Exit and Transition Planning team are covered under a blanket confidentiality agreement. All team members are approved by the client prior to engaging them for a particular assignment.

As the process continues and various facets of the exit or transition plan necessarily become more public, the client will be made aware of all information being released.

 


 

 

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