Navigate Business Ownership with Confidence

Turn years of documents into actionable intelligence. Know your value, protect what you've built, and be ready for when opportunity knocks.

OwnerCompass

Welcome back, John

Your business organisation at a glance

Monday, 24 November 2025

Organisation Progress

68%

Making good progress

4 of 6 categories complete

Documents organised
Contacts added
Emergency access set up
Business information complete
Valuation requested
Data room generated

47 files

Documents Uploaded

+5 this week

18 contacts

Business Contacts

+2 this month

24.3 GB

of 100 GB used

Recent Activity

Uploaded Annual_Accounts_2024.pdf

2 hours ago

Added contact: Sarah Johnson

Yesterday

Updated emergency access settings

2 days ago

Completed client contracts category

3 days ago

Quick Actions

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Getting started with OwnerCompass

Client_Contract_ABC.pdf
Uploaded 2 days ago
This agreement between Acme Manufacturing Ltd and OwnerCompass Ltd...
Contract Value: £125,000 per annum
Term: 1 January 2024 to 31 December 2026
Key Contact: John Smith
Email: john@acme.com
Extracting key information...

Extracted Information

Key details automatically extracted

Contract Details
Client:Acme Manufacturing Ltd
Value:£125,000/year
Start:1 Jan 2024
End:31 Dec 2026
Renewal:30 Nov 2026
Contact Information
Name:John Smith
Email:john@acme.com
Phone:020 XXXX XXXX
Automatically added to Contacts
Renewal reminder set for 30 Sep 2026(90 days before expiry)

BUSINESS CONTINUITY & INTELLIGENT ORGANISATION

Protect & Organise Your Business

Intelligent document organisation that extracts key information from your documents, PDFs, or emails. Everything your family or partner needs if something happens—organised automatically in one secure vault.

  • Seamlessly extract and organise critical information securely
  • Grant emergency access to trusted contacts
  • Track your business continuity progress

TRACK VALUE

Track Your Value

Get quarterly valuations to understand what your business is worth—and how to increase it.

  • Quarterly business valuations
  • Track value growth over time
  • Identify areas to increase value
Photo

Business Owner

OwnerCompass helped me understand my true value

BUSINESS VALUATION

Current Value

Your business is worth

£2,100,000
High confidence
↑ 18% from last quarter
Quarterly Trend
Q1 2024Q2 2024Q3 2024Q4 2024
Valuation Methods
Earnings Multiple£2,050,000
Asset-Based£1,890,000
Revenue Multiple£2,180,000
Emergency Access Mode Active
Activated by: Sarah Johnson (Trusted Executor)

CRITICAL ACTIONS - Do These First

1. Notify key clients immediately
• Acme Manufacturing - John Smith
• 020 XXXX XXXX
2. Contact accountant for urgent matters
• Wilson & Co - Sarah Wilson
URGENT: Payroll due 15th
3. Review active contracts
• 3 contracts require immediate attention

Business Continuity

Key contacts notified
Insurance company informed
Process monthly payroll
Send pending invoices
Update stakeholders on situation

Critical Contacts

Accountant - Wilson & Co
For: Payroll, tax, urgent financial decisions
020 XXXX XXXX
Solicitor - Brown Legal
For: Business structure, contracts, legal matters
020 YYYY YYYY

EMERGENCY PROTECTION

Peace of Mind

If something happens to you, your family won't be lost. Clear, step-by-step procedures ensure business continuity and protect everything you've built.

  • Step-by-step emergency action plan your executor can follow immediately
  • Priority contacts organised by urgency (accountant, solicitor, key clients)
  • Business continuity checklist ensures nothing critical is forgotten
  • Single secure login gives trusted contacts everything they need

EXIT PLANNING

Plan Your Exit

Turn months of data room preparation into minutes. Understand your readiness. Present your business like a professional.

  • Comprehensive buyer pack generated from your existing documents
  • Readiness score identifies gaps before buyers do
  • Executive summary and organised financials impress from first contact
DATA ROOM

Buyer-Ready Data Room

Professional data pack for buyers and investors

Ready to generate
47 files organised
Last generated: 15 Nov 2024

What's Included

Executive summary
Financial records (12 files)
Client contracts (15 files)
Supplier agreements (6 files)
Legal documents (8 files)
Business contacts

Exit Readiness Score

72/100
Good - Well positioned
Your business is ready to present to buyers
View Detailed Assessment →

Choose Your Plan

Business Continuity
£29/month

14-day free trial

  • Intelligent document organisation & extraction
  • Emergency executor access
  • Business contact management
  • Progress tracking dashboard
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Business Valuation
£99/month

14-day free trial

  • Everything in Tier 1
  • Quarterly business valuations
  • Buyer-ready data room
  • Exit readiness scoring
  • Priority support

Ready to get started?

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