Execution Roadmap
The sequence that turns the analyses into a controlled founder, professional-review, formation, financing, and closing process.
Decisions and Roadmap
Recommendation
Sequence Decisions Before Documents
Treat the roadmap as a gated dependency chain. Do not form entities, promise founder percentages, commit capital, or represent Ian's transition as settled before the relevant gate is approved and verified.
Read from Phase 0 verification through the founder bargain, formation, and simultaneous closing.
Each phase depends on the prior evidence and approval gate. The sequence is designed to prevent premature formation, financing, or closing activity.
Accessible Text AlternativeOptionalExpanded
- Phase 0: Verify ownership, debt, lease, tax, and authority
- Founder bargain: Approve parent percentages and governance
- Formation: Create entities only after gate approval
- Closing: Use escrowed, simultaneous documents
Use the filters to isolate one dependency lane. Read lanes from facts through future execution.
Gate 0Ownership, investor rights, debt, leaseholder, guaranty, tax, and authority
BlocksFounder decisions, professional instructions, formation, financing, and closing
Gate 1Parent purpose, Ian mandate, founder method, governance, reserve, and approval owners
Depends onSufficient Gate 0 evidence and explicit named human authority
Gate 2Legal, tax, accounting, valuation, financing, lease, and insurance conclusions
Depends onVerified facts plus an approved commercial path
After approvalFormation, definitive documents, funding, closing, and operational normalization
Never impliedDrafts, recommendations, or a passing site build do not satisfy these gates
Facts constrain founder decisions; founder decisions define professional scope; professional conclusions control formation, funding, and closing.
Accessible Text AlternativeOptionalExpanded
- Verify facts.
- Approve the founder commercial bargain.
- Obtain professional conclusions.
- Form, document, fund, close, and normalize only after upstream gates pass.
Immediate Founder Decisions
Architecture and Perimeter
Approve the working parent, concept, and operating-company boundaries. Confirm the BCP Delray investor ring fence and the treatment of future concepts.
Ian Commercial Mandate
Approve whether to pursue a purchase, the negotiation range and authority, the financing envelope, and the items that must be conditions to closing.
Founder Equity Method
Approve the contribution ledger, role expectations, base-equity method, earn-in bands, strategic reserve, governance, and treatment of departure or underperformance.
Roadmap Summary
| Phase | Primary work | Exit criterion |
|---|---|---|
| Phase 0 | Reconcile ownership, investor rights, debt, leaseholder, guaranty, tax, and authority | Verified closing perimeter and blocker list |
| Founder bargain | Approve architecture, Ian mandate, founder equity, governance, and reserve | Signed founder decision record |
| Professional review | Legal, tax, accounting, valuation, insurance, lease, and financing review | Written professional conclusions or documented open items |
| Formation and documents | Form only approved entities and prepare coordinated agreements | Execution-ready, internally consistent document set |
| Closing | Use escrow, consents, funding, releases, transfers, and ledger updates | Simultaneous verified close |
| Post-close | Update records, banking, insurance, licenses, payroll, access, and reporting | Operating controls confirmed |
Decision Gates
Phase 0 Evidence Reconciliation
Verify ownership and unit schedules, executed investor rights, the Krauss note and 2% grant, debt, tax, leaseholder, assignment, guaranty, licenses, bank and access authority. Exit: a verified transaction perimeter and blocker register.
Founder Strategic Bargain
Approve the corporate architecture, Ian mandate, founder equity method, governance, strategic reserve, professional-review scope, and named approval owners. Exit: a signed decision record.
Professional Review
Obtain legal, tax, accounting, valuation, financing, insurance, and lease conclusions for the approved path. Exit: written conclusions and explicit residual risks.
Formation and Definitive Documents
Form only the approved entities and prepare consistent operating agreements, transfers, consents, financing, releases, and closing instructions. Exit: execution-ready documents with authority confirmed.
Funding and Simultaneous Closing
Confirm conditions, sources and uses, escrow, signatures, consents, funds flow, releases, and ledger updates. Exit: verified simultaneous close, not merely signed drafts.
Post-Close Control Transfer
Update ownership ledgers, tax records, banking, insurance, licenses, payroll, vendors, POS, passwords, and reporting. Exit: operational control tested and exceptions recorded.
Needs verification
Current Gate Status
Gate 0 remains blocked until direct evidence resolves the named ownership, investor, debt, lease, guaranty, tax, and authority items. A passing website build does not change that business status.
Transition Roadmap
Read from left to right. Dashed treatment identifies the final proposed or verification-dependent relationship.
The sequence prevents draft documents, formation filings, financing conversations, or signatures from outrunning the founders' approved commercial bargain and the professional-review record.
Accessible Text AlternativeOptionalExpanded
- Phase 0: Verify ownership, debt, lease, tax, and authority
- Founder bargain: Approve parent percentages and governance
- Formation: Create entities only after gate approval
- Closing: Use escrowed, simultaneous documents
Workstreams
| Workstream | Primary output | Dependency | Stop condition |
|---|---|---|---|
| Evidence | Verified ownership, rights, debt, lease and authority register | Direct source access | Material conflict unresolved |
| Founder decisions | Approved architecture, Ian mandate, equity and governance | Evidence sufficient for decision | No named approval owner |
| Professional review | Legal, tax, accounting, valuation and financing conclusions | Approved commercial path | Unacceptable legal, tax or financial risk |
| Documents | Coordinated formation, transfer, financing and governance set | Professional direction | Inconsistent parties, percentages, rights or conditions |
| Closing | Escrowed signatures, funds, consents, releases and transfers | All conditions satisfied | Missing authority, consent, funds or release |
| Operations | Updated ledgers, licenses, insurance, banking, access and reporting | Verified close | Control or compliance gap |
Recommendation
Keep One Issue Register
Each open item should name the evidence class, owner, due date, dependency, decision impact, and closure proof. Do not silently convert stakeholder claims or intended methods into observations or completed work.
Current state
Local Delivery Only
This strategic site is a private local build. It does not publish, deploy, send communications, create entities, commit capital, change production systems, or grant authority.