Professional Discipline
The Continuity Report and its place among professional documents.
The Continuity Report is the signature written deliverable of the House. It is not a substitute for legal, tax, accounting, banking, or investment advice. It is a single point of reference that enables every specialist to work from the same understanding of what continuity their work is being asked to support.
What kind of document is it?
Legal Opinion
Assesses a defined legal question.
Audit Report
Provides assurance regarding financial reporting.
Fairness Opinion
Assesses the financial fairness of a proposed transaction.
Investment Memorandum
Presents an investment case and its material considerations.
Continuity Report
Clarifies what the matter carries, what is at risk, and what stewardship recommends.
Illustrative outline
- 01Reality Review
- 02Reality Correspondence
- 03Continuity Assessment
- 04Identity Assessment
- 05Stewardship Assessment
- 06Renewal Risk Assessment
- 07Strategic Alternatives
- 08Specialist Coordination
- 09Recommended Next Steps