This guide is a starting point for organizing your information and questions. An assessment of your case considers the facts, documents and period involved.
What to gather for the first conversation
Identify who is involved, in which countries, the period requiring attention and what you want to resolve. This description helps guide document requests.
- Define the objective and the decision to be made.
- Separate confirmed facts from estimates and assumptions.
- Organize documents and balances by period and jurisdiction.
- Keep outstanding items and responsibilities visible until review.
How to move forward with this information
With this context, the team can assess your needs, identify missing documents and define a proposal with clear deliverables and responsibilities.