Our Process

Clear, documented steps from diagnosis to implementation and review—so you know exactly what happens when.

Start with a Snapshot

Three stages, no surprises

We diagnose where control really sits in your structure, coordinate fixed-fee legal drafting through LY Legal, and keep everything documented in plain English.

Step 1

Snapshot

Starts with the free Stress Test and a free 30-minute review. The Snapshot itself reviews your documents and gives you a written report of your options. Quoted after the free review.

Step 2

Implementation

Fixed-fee legal drafting and administration coordination. Documents are prepared by LY Legal; we manage ASIC and bank updates.

Step 3

Review

A 12-month check-in to confirm your control structure still reflects reality and your intentions, and to plan the next phase of improvements.

Typical timeline

Week 1
Snapshot session completed, initial findings delivered, and priorities confirmed.
Weeks 2–3
Legal drafting underway at LY Legal, documents shared for your review and feedback.
Weeks 4–8
Signing coordination, ASIC lodgements processed, bank mandates updated.
Handover
Complete Control Register delivered with all signed documents organised and accessible.
Month 12
Review session scheduled to confirm accuracy and plan next improvements.