TEOS

One system that takes your company from your hands to the next, in good order and at its best value.

TransitionFrom your hands to the next.

Today everything runs through you. The transition is the path from there to a company that runs without you, in the hands you choose. A deputy, then contracts and figures in order, a successor, the handover: one page sets the steps and their dates, and the system walks them with you.

You
TodayEverything runs through you
A deputy for daily decisionsMonth 1
Key contracts in orderMonth 3
Figures closed without youMonth 6
The successor chosenMonth 9
HandoverMonth 12
Next
Day 365Your company runs without you

Step 1 of the planA deputy for daily decisions

Drafted
Sent to your lawyer
Corrected by your lawyer
Your approval
Signed
Filed, your team told

It runs on its own. You keep control.

ExecutionThe work gets done, for you.

Every step of the plan runs on its own: the draft is written, sent, corrected, signed and filed, and everyone concerned is told. It stops only where your word is needed, and waits for it. You keep control, and the work is done for you.

OperatingOne workflow around your company.

Your family, your deputy, your staff, your board, your fiduciary, your lawyer, your bank, the advisor, the buyer: everyone around your company, on one workflow. Each sees what they need, the work moves on its own from one to the next, and nobody waits for a status that nobody has.

One workflowYour company

YouOwner FaFamily TBDeputy StStaff BdBoard ABFiduciary LMLawyer SGBank MAAdvisor BuBuyer

SystemYou see where it stands.

On your phone, at any hour: what is done, what is running, what is late and who holds it. A decision reaches you when it is ready, with what you need to take it. The rest runs.

9:41

Thursday · day 47Today

Position4 of 10

Next for you

Three bank offers: which one?

The comparison is ready, with our recommendation.

Read the brief

This week

Deputy namedDone
Bank offers2 of 3
Board reviewLate

TodayPositionPlanMessages

A company that runs without you is worth more.

A buyer pays for a company that works without its owner. TEOS works on that first. Sell, hand over or keep it: it comes out better run.

Two people at work in a bright workshop, each at their own bench

The same system, from the advisor’s side.

Your advisor runs your file on TEOS: every client, every stage, every decision brief.

Clients Search a client, a decision, a document New client

4mandates running

3decisions this week

1measure late

2invoices open

Company	Stage	Next	Lead	Status
Precision parts48 people · Owner A. Keller	Planday 47 of 90	Decision Thursday	AKAB	On track
Family bakery12 people · Owner M. Roth	Diagnosisreport Monday	Diagnosis report	RV	On track
Software firm30 people · Owner D. Huber	Handoversigning in May	Share purchase agreement	LMSG	On track
Logistics85 people · Owner P. Meier	Planday 12 of 90	Deputy to name	PM	Late

This week

Brief: the bank’s conditionsMon
Call the second bankTue
Follow up: the contracts folderThu

Invoices

Precision parts · plan, month 2paid
Software firm · handoveropen
Logistics · diagnosisopen

For advisors and firms. Run your clients’ transitions on TEOS.

Discuss a partnership

We are advisors. We run your succession on TEOS, with your fiduciary, your lawyer and your bank on the same plan.

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Put your succession on one system.

A free, confidential 30-minute call with Reinhard Voelkel.

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