The first weeks
Attention turns immediately to operations: who signs, who holds relationships, whether the bank facility is affected and how customers and staff are reassured.
Ownership questions arrive shortly afterwards, usually before anyone has had time to think clearly about them.
Where plans commonly fail
Three failures recur: no funding to buy the shares, articles or agreements that contradict the intention, and a valuation nobody agreed in advance.
Each is straightforward to address beforehand and very difficult to address afterwards.
What a prepared business looks like
Protection in place for each owner, a cross-option agreement that matches the articles, an agreed valuation method, and personal wills that do not cut across any of it.
No share trackers are used on this site.