When the person who ran a foreign company steps back, much of what they know is in their head: which provider does what, what recurs each month, who to call. The decision is what to put on paper and which access to move, and in what order, so the new person can run the company and the old one is not left as the only source of answers.
Changing who owns shares or who is a director is a legal step done by professionals. A handover is the practical layer around it: accounts, mailboxes, provider relationships, calendars and routines. A handover can fail when the legal step is done and the practical layer is not, leaving the new person with a title and no way in.
Any legal change of directors or owners is outside the plan and is done through local professionals. The plan prepares the practical side around it.
Authority limits matter most. The manager needs enough to run the company but not unbounded control.
Information symmetry matters; both sides need an agreed record of the starting position.
The question is who has legitimate access at all. A prepared note and a named backup help most here.
Providers' accounts are registered to a person, not the company, and may not be movable without the provider's own process.
Providers or contractors working to agreements nobody wrote.
Previous managers keep rights long after they stop being involved.
Record the state on a given date: accounts, open contracts, pending items and recent issues.
List what happens each month and each year, who does it and which provider is involved.
Every account, system and mailbox, with who holds it now and who should hold it after.
The accountant, bank contact and address provider should hear from the outgoing person, not only the incoming one.
Add the new person first, test that they work, then remove the old access; never the reverse.
A short list of what is unresolved and who owns each item.
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. The plan is a document. Ongoing coordination is a Corporate Support matter.
No. Ownership changes are legal steps done through licensed professionals.
Automation and tooling are a separate Digital service. This plan describes what should be handed over.
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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