A Single Equity Register

Project 02 · Single Equity Register

A shareholding position in a private entity whose register had drifted from the truth was rebuilt into one clean, reconciled register — before the ambiguity could become a dispute.

01The mandate

Equity positions had accumulated over many years through arrangements that were partly documented and partly informal. The work was to reconcile the register with reality while the parties involved could still confirm it.

02The measures

• Evidence collection. Every relevant document was assembled and arranged into a single chronological file.
• Professional reconstruction. The gap years were reconstructed with the entity's qualified advisers, resolving ambiguities on documents rather than recollections.
• Written confirmation. Each corrected entry was confirmed in writing by every affected party before it touched the register.
• Reconciliation and adoption. The rebuilt register was reconciled against the entity's records and adopted formally.

03The outcome

The register now states exactly what all parties always understood to be true — and can prove it. The position is held on the standard annual cycle: reconciled, reviewed, current.