Prepare the business to move
Transfer, licence, novate, consent, migrate or review.
Every item in scope gets an action. Some assets are assigned outright, some stay and are licensed back, some contracts must be novated, some need a counterparty's consent, some are just an account that has to change hands — and some need a lawyer.
Transfer Action Plan
- Assign / transfer
- Licence / retain
- Novate / consent
- Migrate custody / manual review
How it helps
What you get with Transfer Action Plan
One decision per item
The plan is a list of specific actions on specific objects, which is what a closing checklist needs to be.
Consent items identified early
Anything requiring a third party's agreement is separated out, because those take the longest and are outside your control.
Manual review is an honest answer
Where the position is genuinely unclear, the item is routed for legal review instead of being given a confident classification.
Transfer Intelligence
The rest of Transfer Intelligence
Model sales, spin-outs and reorganizations before changing the live ownership graph.
Prepare for Transfer
Select a package and automatically identify the assets, contracts, accounts and dependencies involved.
Learn moreTransaction Scenarios
Create sale, spin-out, reorganization or internal transfer scenarios without changing live records.
Learn moreDiligence Room
Generate a scoped evidence room from the live graph and verified evidence.
Learn moreIntangible Bill of Materials
Export a portable composition manifest for a brand, product or business package.
Learn moreBuild the ownership record before somebody asks for it.
Register what exists, connect the relationships, attach the evidence. The answer you need under deadline is the one you maintained beforehand.
Evidence-backed relationships Multi-entity by design Built for transfer and diligence