Business Succession processes are carefully orchestrated and unfold over several years.  Throughout the succession process, various jurisdictional domain experts advise family members and fiduciary owners on legal, tax, financial, and regulatory matters and risks and recommend approaches to mitigate these risks.   

The platform allows stakeholders to securely collaborate during business leadership and ownership succession.  Simulation of ownership succession helps identify jurisdictional legal, tax, financial, and regulatory risks for each recipient of the shares.

Based on each recipient’s jurisdiction and entity type, an optimized plan is structured by AI to manage and mitigate the risks to minimize tax and maximize benefits to the recipient.