Stage 1 · Inventory
Every entity, status and interest.
What we do, in detail
Four administrative functions, carried out for the group's own entities.
Program 01 · Who owns what, in writing
Ownership & governance records
The question that eventually gets asked by a bank, an insurer or a buyer is simply who owns what, and on what terms. We keep that answerable at any time: current operating agreements, signed resolutions for decisions that need them, and a register that matches reality.
Stage 2 · Documents
Operating agreements brought current.
Stage 3 · Decisions
Recorded by resolution where required.
Stage 4 · Maintenance
Updated when anything changes.
Stage 1 · Calendar
Every deadline in one place.
Stage 2 · Early reminders
Weeks ahead, not days.
Stage 3 · Filing
Submitted and confirmed.
Stage 4 · Evidence
Confirmations filed and retrievable.
Program 02 · Nothing administratively dissolved
Filings & registrations
Florida administratively dissolves entities that miss an annual report, and it happens to groups that are otherwise well run simply because nobody held the calendar. We hold it: every deadline, every renewal, with reminders well ahead rather than a scramble in September.
Program 03 · Comparable across entities
Bookkeeping coordination
Entities that each keep books their own way cannot be compared or consolidated. We coordinate one chart of accounts, keep intercompany transactions documented rather than implied, and hand licensed accountants records they can actually work from at year end.
Stage 1 · Structure
One chart of accounts for the group.
Stage 2 · Intercompany
Documented, not assumed.
Stage 3 · Monthly close
Done on a schedule.
Stage 4 · Year end
Handed to licensed accountants.
Stage 1 · Register
Everything in force, in one list.
Stage 2 · Dates
Renewals and notice periods flagged.
Stage 3 · Review
Before auto-renewal, not after.
Stage 4 · Storage
Executed copies retrievable.
Program 04 · Found before they expire
Insurance, leases & contracts
Lapsed coverage is discovered at the worst possible moment, and auto-renewing vendor contracts quietly outlive their usefulness. One register of what is in force, with whom, until when, and what the notice period is, prevents both.
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