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akagrp
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So true, business owners should take risk assessments at start of any business venture, as an advisor you do come across clients that believe the only reason we make these recommendations is to collect the setup fees and ongoing costs of running the separate entities, but this is not the case. Advisors make these recommendations based on clients position, risk profile, succession planning and overall asset protection

It is a shame though that the bank did not support the customer, but it is a warning to other business owners that since the GFC the banks do take those loan conditions very seriously

Another important factor business owners need to consider is not to cross mortgage assets and entities