Review ownership and entity arrangements before a business reorganisation or new venture. Start by identifying the purpose, reporting period and intended users of the work. BIAT can assess the available records and propose an engagement with defined responsibilities and deliverables.
Overview
Scope of support
- Group and ownership mapping
- Structure options and implementation dependencies
- Corporate, finance and legal workstream coordination
Records to prepare
Use this starting checklist to prepare for a discussion. The final evidence requirements are confirmed after the initial assessment.
- Current group chart and ownership details
- Commercial objectives and financial information
- Existing shareholder agreements
Deliverables and engagement planning
The corporate structuring scope identifies the output, review steps and information required from your team. Where a filing, report or certificate needs an eligible professional, that role is confirmed before the engagement proceeds. The proposal records fees, exclusions, dependencies and target milestones. Authority review, incomplete records or changes to the request can affect timing.
Discuss your requirement
How the engagement works
Agree the scope and required evidence before work begins.
FAQ
Questions to help you scope the engagement.
Can a structure be selected on tax cost alone?
The review considers control, funding, operations, reporting and implementation requirements alongside tax considerations. A workable commercial structure is the starting point.
How is the fee determined?
Can this be combined with related CA services?