FOR FAMILIES APPROACHING OR PAST A TRANSACTION
Know what changes before the transaction changes everything.
A transaction compresses ten years of financial decisions into one. Preparation is the only leverage.
Before a sale, the family's records get audited by strangers. After a sale, a structure built around one company has to become a structure built around capital. Both transitions punish disorganization. ArkLegacy makes the family's own record diligence-grade before the event and keeps the decisions that follow it on the record.
01 · THE WEIGHT
What this actually feels like from the inside.
Diligence finds what the family could not
Buyers' counsel will inventory every entity, consent, guarantee, and stale document. Families that have never assembled that inventory themselves discover the gaps under deadline, with leverage on the other side.
Concentration until the day it inverts
The week before close, the balance sheet is one illiquid position. The week after, it is cash without a policy. Families often have detailed plans for the company and no operating picture for what replaces it.
Five advisors, no shared state
Deal counsel, estate counsel, the CPA, the wealth advisor, and the banker each hold a piece of the pre-close checklist. Coordination happens through the family's inbox, which becomes the deal's single point of failure.
Pre-close estate moves have real deadlines
Gifting, trust funding, and valuation work often must happen before signing to matter. Those windows close quietly while everyone is focused on the deal itself.
02 · TODAY’S WORKFLOW
Where the pieces live right now.
- 01The data roomis being assembled by scratch teams from folders nobody indexed.
- 02The estate moveslive in counsel's memo, decoupled from the deal timeline.
- 03The proceeds planlives in a slide the wealth advisor presented once.
- 04The consents and guaranteessurface one at a time, each as its own scramble.
- 05The family's understandinglags the transaction it is about to live through.
None of these pieces is wrong on its own. The problem is that the whole picture exists nowhere, so the family or one exhausted person becomes the integration layer.
03 · THE ARKLEGACY OPERATING MODEL
The same record, run for this family’s shape.
01
Inventory before the buyer's
Entities, ownership, documents, consents, guarantees, and their freshness live in one reviewed record. The family walks into diligence having already run its own.
02
The concentration, stated
Concentration, liquidity tiers, and what is reachable inside 30 days are standing numbers with sources. Today the demo family's record states 60.4% concentration and $3.04M reachable within 30 days, each traceable to its evidence.
03
One queue across all advisors
Pre-close and post-close work becomes owned items with due dates visible to the professionals the family scopes in. The inbox stops being the project plan.
04
Decisions that outlive the deal
Proceeds allocations, entity wind-downs, and new structures are framed with evidence and recorded with reasoning, so the post-liquidity structure has a documented why from day one.
ALREADY IN THE PRODUCT · EXPLORE EACH IN THE LIVE DEMO
- Holdings and liquidityEvery position with a valuation basis, liquidity tier, and evidence age.OPEN
- Document vaultThe family's own diligence-grade record of what exists and where.OPEN
- Decision queuePre-close and post-close items with owners, dates, and status.OPEN
- Advisor rolesDeal counsel, estate counsel, CPA, and advisor each scoped to their lane.OPEN
- Tax calendarEstimates, filings, and elections on one calendar with evidence.OPEN
04 · SITUATION-AWARE AI, SHOWN HONESTLY
What the AI sees in a record like this one.
Illustrative example, computed from the same synthetic family record the live demo runs on. Every claim cites the record behind it; missing information is named instead of guessed; the professional who should review the next step is part of the answer.
THE QUESTION
“How ready is this family's record for a transaction process?”
The buy-sell restatement is at v3 and waiting on a signature; unresolved governing documents are among the first things diligence flags. The signing has an owner and a due date in the queue.
E10LA-6The independent valuation dates to December 2025 and the plant appraisal is about 23 months old with a refresh already queued. Stale valuation evidence is exactly what a buyer reprices.
E3E4LA-2Liquidity is mapped in tiers: $3.04M reachable within 30 days on a $24.05M net worth. Pre-close estate moves and post-close allocations both start from that stated line, not a guess.
E1H-CASHH-BRKG
WHAT THE RECORD DOES NOT KNOW
Deal terms, timeline, and the buyer's diligence list are outside this record; estate-move windows depend on counsel's plan.
WHO SHOULD REVIEW THE NEXT STEP
deal counsel, the estate attorney, and your CPA together
Honest status: this intelligence is deterministic and computed only from the family’s own record. No external AI provider is active in the current preview, and nothing here is generated by one. Guidance is informational and permission-aware; it is never legal, tax, investment, or insurance advice.
05 · PRIVACY, PERMISSIONS, AND BOUNDARIES
Who sees what, and where the product stops.
- PrincipalsThe full record, including the deal workstream.
- Deal counselEntities, consents, guarantees, and governing documents. Not the family's personal ledger.
- Wealth advisorHoldings, liquidity, and the proceeds-planning decisions they are part of.
- CPATax items, elections, and the filings calendar around the event.
Access is role-scoped, explicit, and logged; family records are context for the family’s own questions, never training material. ArkLegacy coordinates information and action across the family and its professionals. It does not replace legal, tax, investment, or insurance professionals, and consequential actions stop and wait for a person.
06 · ASKED PLAINLY
Questions this audience actually asks.
- Is this a data room?
- It is what makes the data room easy. The family's permanent record already knows every entity, document, consent, and guarantee with its freshness. Assembling a deal-specific room from that record is assembly, not archaeology.
- Does it advise on deal structure or proceeds investment?
- No. Structure is counsel's work and proceeds strategy is your wealth advisor's. The product states the facts both start from, frames the decisions, and records what was decided. It does not replace either professional.
- We are two years from any sale. Is it too early?
- Pre-exit readiness compounds: fresh valuations, clean entity records, and funded trusts matter most when started early. The families that find diligence easy are the ones whose record was already kept.
- And after the close?
- The same record carries forward: the structure that held a company now holds capital, the decision history explains the transition, and the family's operating rhythm continues instead of restarting from a blank page.
See it before you share anything. Then decide.
The live demo runs entirely on a synthetic family, so you can walk every surface first. Private preview; membership is by invitation and a person reviews every request.