Pledge to protect and promote the best interests of the client,
Perform all services with integrity, honesty, care, good faith and fair dealing,
Seek to obtain reliable information,
Maintain confidentiality of client’s proprietary information,
Obtain terms and conditions of agreements in writing,
Be willing to take the necessary steps to complete an assignment competently or decline the engagement.

Duties and Responsibilities

Additionally Light & Raphael will always:

Offer the client objective advice, opinions and recommendations,
Advise the client to make full disclosure, where appropriate, to prospective buyers of all information which may materially impact the transaction,
Conduct all negotiations on behalf of the client in good faith,
Keep the client informed of the status of all negotiations,
Work with client’s other professional advisors to structure a transaction in the client’s best interest,
Maintain a record of contacts with clients and customers,
Keep informed of trends in the transfers of business ownership interests such as: marketing techniques, national and local economic conditions, technological developments, financing methods and market values.