DGA succession matrix

Outcome

An Event × Horizon agenda for corporate, valuation, liquidity and tax workstreams.

Format: working map. Complete it on the page or print it. Answers are not sent to VB Structuren.

Working version

Complete without personal details

For each row, name the expected and preferred actor. Do not mark BOR/DSR as applicable without specialist review.

Local only: your selections exist only in this page's memory and disappear when it is refreshed.

Discussed0 of 4not a score or legal status

Map cells0 of 18marked for a next step

Area	24 hours	30 days	12 months
Operational managementWho signs, pays and speaks to clients?	Operational management · 24 hours	Operational management · 30 days	Operational management · 12 months
Director roleAppointment, belet/ontstentenis, substitute	Director role · 24 hours	Director role · 30 days	Director role · 12 months
Shareholder voteReserved matters and voting route	Shareholder vote · 24 hours	Shareholder vote · 30 days	Shareholder vote · 12 months
Economic valueWho receives it, and how is the family equalised?	Economic value · 24 hours	Economic value · 30 days	Economic value · 12 months
LiquidityPayroll, debt, tax and equalisation buffer	Liquidity · 24 hours	Liquidity · 30 days	Liquidity · 12 months
Information and evidenceRegister, mandate, valuation, adviser owner	Information and evidence · 24 hours	Information and evidence · 30 days	Information and evidence · 12 months

0130-day absence test

Imagine that the founder cannot participate for one month.

payroll and required payments continuedirector and bank roles are not confusedkey clients and the team know the authorised contactthe family receives understandable information without access to another person’s credentials

What a mark means

Only that the question has been noticed or discussed. ‘No explicit gap identified from the answers’ does not mean that a document, authority or procedure has been confirmed.

Connect it to the system

A working map identifies the question. Review confirms the facts and route.

Read the chapter context first. If the decision affects the family, documents or a material asset, move the question into the relevant service route.