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Recent Posts
What Makes a Great Move
Planning becomes easier if you know what makes a great move. Great moves don’t just happen. They are carefully orchestrated so everyone understands their roles and the overall process. Successful moves actually start with the end results in mind. What needs to be moved first? What are the priorities and timing? How will things be […]
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Pre-Move Planning: Protect Your Confidential Information
Protect Your Confidential Information Before The Move Income tax returns, CPA reports Investment trade confirmations Legal records Retirement and pension records Annual financial statements and books of account Corporate documents (incorporation, charter, by-laws, etc.) Stock records Retirement and pension records Licenses, patents, and trademarks and registration packets Investment trade confirmations Documents substantiating fixed asset additions […]
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Pre-Move Purges – Avoid the Danger, Enjoy the Perks
When some people think about the risks involved in moving, they usually think of damaged furniture and equipment. Period. But this is only scratching the surface. The unseen risk of moving a business is far more substantial and dangerous – exposure of confidential and private information. Every organization has information it is either required to […]
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