Structures, restructures, sales and succession
Company, trust and partnership set-ups, restructures, business valuations, sale readiness and succession plans, quoted with options and signed by every director.
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QuoteCloud helps accountants quote structuring and transaction work: company, trust and partnership set-ups, restructures, corporate trustees, valuations, sale readiness and succession planning. Show the work in stages with options the client chooses, note what your legal partner prepares, take a payment on signing and get every director or trustee to sign.
Three pages from a fictional practice's structuring work, taking turns at the front: the cover of a proposal to move the Okafor Family Trust to a corporate trustee; the fees for getting Bellbird Joinery ready to sell, with a valuation report, a sale-readiness pack and optional succession workshops and sale structuring advice; and the trust proposal's signature page, signed by one of the trustee company's two directors.
Set-ups, restructures, sales and succession
Two fictional clients, three kinds of engagement. Each is a one-off, higher-value piece of work where the client decides between options and more than one person agrees.
Fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Structure | $5,150 | ||
Structure review and written adviceTrust deed, distributions and asset protection, with options
|
1 lot | $2,800 | $2,800.00 |
Corporate trustee company set-upRegistration, constitution, registers and first minutes
|
1 lot | $950 | $950.00 |
Change of trustee documentsPrepared by our legal partner
|
1 lot | $1,400 | $1,400.00 |
| Optional Tick to add | |||
| 1 lot | $950 | $950.00 | |
| 1 year | $250 | $250.00 | |
- Subtotal
- $5,150.00
- Tax (10%)
- $515.00
- Total
- $5,665.00
- Plus, monthly
- $0.00/mo
- Payment on signing (30%)
- $1,699.50
Accept, sign and pay
1 of 2 signed
- Chidi OkaforDirector, Okafor Holdings Ltd Signed12 Sep, 9:10 am
- Ngozi OkaforDirector, Okafor Holdings Ltd Awaiting signature
Payment on signing (30%)
$1,699.50
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
A family trust moves to a company as trustee
Written advice on the structure, a new trustee company and the change of trustee documents your legal partner prepares, with a bucket company and distribution minutes as options. Both directors of the trustee company sign; 30% is paid on signing.
- Structure advice and set-up as fixed fees
- Options the family decides on
- Both directors sign their own block
Sale and succession proposal
Getting Bellbird Joinery ready to sell
You'd like to sell within two years or hand the business to your two senior joiners. Here is the work to value it, get it ready for buyers' questions and plan either path.
Accept, sign and pay
1 of 2 signed
- Frank DohertyOwner and director Signed16 Oct, 2:45 pm
- Helen DohertyDirector Awaiting signature
Payment on signing (25%)
$3,107.50
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
Getting a business ready to sell
A valuation report and a sale-readiness review with a vendor due diligence pack, so Bellbird Joinery is ready for a buyer's questions. Both directors sign their own block, and 25% is paid through PayPal before the work starts.
- Scope written in the owners' words
- A signature block for each director
- Payment on signing through Stripe or PayPal
Fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Valuation and readiness | $11,300 | ||
Business valuation reportMaintainable earnings, method and range explained
|
1 lot | $6,500 | $6,500.00 |
Sale-readiness review and vendor due diligence packWhat a buyer will ask for, ready in one place
|
1 lot | $4,800 | $4,800.00 |
| Optional Tick to add | |||
| 3 sessions | $800 | $2,400.00 | |
| 1 lot | $3,200 | $3,200.00 | |
- Subtotal
- $11,300.00
- Tax (10%)
- $1,130.00
- Total
- $12,430.00
- Plus, monthly
- $0.00/mo
- Payment on signing (25%)
- $3,107.50
Succession as an option on the same engagement
Frank may hand the business to his two senior joiners instead of selling. Succession workshops and sale structuring advice sit in the same proposal as optional rows: tick one and the total and the payment on signing follow.
- Optional rows the owner ticks
- Quantities, such as three workshop sessions
- Totals and tax recalculate as they choose
Price tables and payments: Essentials and up
Options the family decides, every director signs
Restructures involve more than one decision-maker. Put the optional work in the proposal, such as a bucket company if your advice recommends one, and let the family tick what they want before they sign.
Each director of the trustee company has their own signature block. Chidi has signed and Ngozi's block is still waiting; the payment on signing is taken once the proposal is accepted.
- Optional rows for work that depends on your advice
- A signature block for each director, trustee or partner
- Optional one-time passcode before signing
- Certificate of authenticity and audit trail
Fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Structure | $5,150 | ||
Structure review and written adviceTrust deed, distributions and asset protection, with options
|
1 lot | $2,800 | $2,800.00 |
Corporate trustee company set-upRegistration, constitution, registers and first minutes
|
1 lot | $950 | $950.00 |
Change of trustee documentsPrepared by our legal partner
|
1 lot | $1,400 | $1,400.00 |
| Optional Tick to add | |||
| 1 lot | $950 | $950.00 | |
| 1 year | $250 | $250.00 | |
- Subtotal
- $5,150.00
- Tax (10%)
- $515.00
- Total
- $5,665.00
- Plus, monthly
- $0.00/mo
- Payment on signing (30%)
- $1,699.50
Accept, sign and pay
1 of 2 signed
- Chidi OkaforDirector, Okafor Holdings Ltd Signed12 Sep, 9:10 am
- Ngozi OkaforDirector, Okafor Holdings Ltd Awaiting signature
Payment on signing (30%)
$1,699.50
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Your legal partner drafts the deeds. Your client agrees the work.
The proposal says who does what: your advice, the legal documents your law firm partner prepares, and the fees for each. QuoteCloud sends it, collects every signature and takes the payment on signing.
Contracts in QuoteCloudA sale timetable both directors can see
Set out the six months before Bellbird Joinery meets buyers on a Gantt chart inside the proposal: normalised financials, the valuation report, the vendor due diligence pack, and the succession workshops if the owners choose them.
Frank has signed and paid 25% through PayPal; Helen's signature block is still waiting. The timetable is your plan, written into the proposal: QuoteCloud doesn't run the project or chase anyone.
- A Gantt chart with an optional task and a milestone
- A signature block for each director
- Payment on signing through Stripe or PayPal
Gantt charts: Business plan
Project plans in QuoteCloudSale-readiness timetable (sample)
Accept, sign and pay
1 of 2 signed
- Frank DohertyOwner and director Signed16 Oct, 2:45 pm
- Helen DohertyDirector Awaiting signature
Payment on signing (25%)
$3,107.50
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
One template per kind of transaction
Set these up once. Each holds your usual scope, the options clients choose between, and who signs.
Company set-ups
Registration, constitution, registers and first minutes as fixed-fee lines; every director signs the proposal.
Trusts and corporate trustees
New trusts, a company as trustee, and change of trustee documents prepared by your legal partner.
Partnerships
A new partnership or a change of partners, with every partner signing their own block.
Restructures
Written advice with options, so the family or the board chooses the path before work starts.
Valuations and sale readiness
A valuation report and a vendor due diligence pack, with sale structuring advice as an option.
Succession plans
Workshops with the owners and the next generation or key staff, priced by the session.
Quote your next restructure in QuoteCloud
Free for 14 days, no credit card. Send us your structuring proposal and we'll convert one template for you during the trial.
A business sale engagement, step by step
How the fictional practice quotes Bellbird Joinery's sale and succession work.
Start from the sale template
Valuation, sale readiness and your standard terms are already in it, with the owner's details filled in as data items.
Add the options
Succession workshops and sale structuring advice as optional rows, so the owner can choose either path.
Set the payment on signing
A percentage, such as 25%, or a fixed amount, paid through Stripe or PayPal before the work starts.
Send with an expiry date
The offer is valid for 30 days. Document tracking shows when the owner opens it.
Signed by everyone who decides
A signature block for each director or co-owner, beside the sale timetable on a Gantt chart (Business).
Who does what in a structuring engagement
Your firm gives the advice: whether a corporate trustee, a bucket company, an asset or share sale, or a succession plan suits the client. Your legal partner prepares the legal documents, such as a change of trustee deed. Registrations are filed by your firm or your legal partner in the usual way.
QuoteCloud is where you set that work out, price it with options, and agree it: the client chooses, every director or trustee signs, and the payment on signing is taken through Stripe or PayPal. It gives no legal or tax advice and registers nothing.
- Your structure diagram can go in the proposal as an image
- Gantt charts for a sale timetable: Business plan
- The signature can create the client in Xero through Zapier
Structuring, sale and succession proposal questions, answered
Can several directors or trustees sign a structuring proposal?
Yes. Add a signature block for each director, trustee or partner and send the proposal once. Each signs in their own browser with no account, and the document shows who has signed and who hasn't. The signed document carries an audit trail and a certificate of authenticity.
Does QuoteCloud register companies or prepare trust deeds?
No. Your firm or your legal partner registers companies and prepares deeds and other legal documents. QuoteCloud is where you set out and price that work, the client chooses options, every decision-maker signs and a payment is taken on signing.
Can clients choose between options, such as a bucket company?
Yes. Put work that depends on your advice as optional rows. The client ticks what they want, and the total, tax and the payment on signing recalculate as they choose.
Can we take a payment before restructuring work starts?
Yes, on Essentials and up. Set a payment on signing as a percentage, such as 30%, or a fixed amount. The client pays by card through Stripe or PayPal on the same page as the signature and the document is marked Paid.
Can we show a structure diagram or a sale timetable?
Yes. Add your structure diagram to the proposal as an image, and set out a sale timetable on a Gantt chart with milestones on the Business plan.
Which templates suit structuring and sale work?
The Accounting Contract Template and the Financial Consulting Template are real QuoteCloud templates you can brand and edit with your own scope, options and terms.
More of QuoteCloud for accounting
Structures connect to the rest of the practice: engagement, compliance and advisory.
-
Advisory & virtual CFOForecasts, budgets, business plans and a monthly CFO retainer, with discounts approved by a partner first.Explore
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Engagement letters & terms of engagementScope, responsibilities, fees, limitation and privacy, from your template, signed by every director or trustee.Explore
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Fund and compliance auditsAnnual fund engagements every trustee signs, and audit proposals with clear scope and independence.Explore
- Fixed-fee packages & pricingGood, better, best packages, add-ons the client ticks and monthly fees set out in the agreement.
- Client onboarding & information requestsInformation requests with a Forms block and checklist, every director signing and an onboarding fee on signing.
- Annual re-engagementExpiry dates, the Expiring Soon filter and next year's letters sent in bulk and tracked until signed.
- Tax, bookkeeping & payrollTax returns, sales tax and VAT, financial statements, bookkeeping and payroll, quoted as clear fixed fees.
- Government grant engagementsScope and price grant application work: fixed or success-fee options, a timetable and a signed engagement.
- Grant application documentsInformation requests, budget schedules, milestones, risk and signed declarations, exported as a PDF for the funder's portal.
- R&D tax credits and incentivesRegistration and claim engagements with clear limits, and activity descriptions the client's team confirms.
- Xero, QuickBooks & practice integrationsSigned engagements to Xero or QuickBooks Online through Zapier, and practice tools through Zapier, Make or the API.
- Accounting templatesReal QuoteCloud templates for engagement letters, accounting proposals, bookkeeping, audit, grants and budgets.
- QuoteCloud implementation for practicesYour services price book, locked engagement terms, a template per service line, approvals and training.
- FAQAnswers to the questions accounting firms, bookkeepers and grant consultants ask most.
Every decision-maker signed, before the work starts
Free for 14 days. No credit card required.