Over time owners accumulate entities, accounts and agreements that no one can fully describe. The decision question is whether to commission a structured look at all of it, and what that look will and will not tell you.
It describes what exists, tests it against your current goals and flags what looks unnecessary, risky or unclear. It does not examine the accuracy of your accounts, certify anything or give a legal or tax opinion. Where a point needs one of those, the review says so and lists it for a licensed adviser.
Entities were added as needs appeared and nobody revisited why.
You would rather find the awkward points yourself.
A move, a marriage, or a change of business focus can leave an old structure out of step.
If nobody can draw the structure from memory, the first step is to draw it.
What you get depends on what documents exist. Missing records are listed as gaps, not guessed at.
Entities, owners, accounts, agreements and the flows of money between them, drawn from the documents you provide.
What each part is for, what it costs to keep and where it conflicts with what you now want.
Keep, simplify, move or close, each with its trade-offs.
The points that need a tax or legal adviser, in an order that makes their time efficient.
This is business and structuring analysis, not legal, tax or investment advice. Where a legal or tax opinion is needed, we say so and point you to a licensed adviser.
No. It reviews the shape and purpose of the structure, not the correctness of the figures.
Implementation is separate. The review gives options and what to ask for.
Ownership schemes, lists of entities and accounts, a short description of what each does, and a financial summary.
No obligation. We read your request and reply with a straight answer.
Describe your plan and your constraints. We reply with what we would look at first.
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