For accountants and independent advisors
Help owners arrive better prepared.
Use a common structure for the early conversations about succession. The owner brings the story; you help identify which facts and documents need attention.
Give the first conversation a structure
Start with the owner's aims, the business's daily operations and the available financial information. Avoid turning uncertain figures into firm conclusions.
Review the preparation report together
Ask the owner to export the report and share it through a channel you already use. The current preview has no shared accounts or cloud collaboration.
Separate information from authority
Identify who owns the assets or shares and who has permission to prepare and share information. Personal identity and authority to sell are different checks.
A future workspace for several clients
The proposed accountant plan would add separate client files, reusable requests and defined staff permissions. It is shown as a pricing proposal, not an available paid service.