our services

What Claracy Does.

Claracy steps in when something removes the owner from the business, whether through illness, incapacity, or loss, and before it does. We provide financial and commercial clarity so families can make decisions with confidence.

For the families left unprepared

“Families do not need all the answers at once. They need enough clarity to take the next step.”

– Daiana Carbonero, Founder at Claracy

What we do

We provide clarity, stability, and direction.

Claracy works with families in two ways.

When something has already happened.

Claracy steps in immediately to bring clarity, coordinate priorities, and stay alongside the family as decisions unfold.

Clarify the financial and commercial picture

We establish the cash position, the debts and the commercial obligations that cannot wait, to define immediate actions and surface gaps and risks for families and advisers.

Cash position and near-term runway
Debts, liabilities and personal guarantees
Key contracts, leases and commercial obligations
Immediate risks and gaps that need to be addressed
A single decision-ready view of the business for the family and their advisers

Coordination and decision support

We coordinate priorities and actions across the family, their lawyers, accountants, financial advisers, and any succession or M&A specialists already involved. We are the glue that keeps them together.

Coordinate between the family, lawyers, accountants and any other specialists involved
Track priorities and immediate actions
Frame decisions clearly so the family can act with confidence
Support continuity of the business while decisions are being made
Make sure nothing falls through the cracks

Decisions made from clarity, not pressure

Whatever the family decides next, whether continuing to operate, preparing for sale, transferring to a successor, or winding down, they make the call with a clear view of the business and a coordinated team around them.

A clear view of the business: what it has, what it owes and what depends on it
A coordinated picture: family, lawyers, accountants and advisers all working from the same understanding
A family ready to make the call, not in the dark and not under pressure

And before something happens

We work with business owners who want their family to be prepared. We document the complete picture of the business, bring the family together, walk them through what we found, and deliver a Business Legacy File and Emergency Action Plan.

Business Legacy Assessment

A focused diagnostic of where the business stands, where the family sits, and what you want for both. The starting point for everything that follows.

Where the business stands today: financial health, commercial picture and owner dependency
The family situation: who is involved, what they want, and whether they want the business at all
A written assessment and tailored plan showing the gap between where the business is and where it needs to be
Yours to act on, with or without Claracy

Preparing the business

The work to bring the business from where it is today to where it needs to be, shaped entirely by what the assessment surfaced.

Address what needs to change in the financial and commercial picture
Document what needs documenting and show the family the business they may inherit, sell or carry forward
Coordinate with estate lawyers, accountants, advisers and succession professionals
A documented, prepared business with the family brought in and the legacy protected

Ready for what comes next

A future sale. A successor identified. A decision still to come. Whatever the path, the business needs to be continuity-ready and transferable.

A future sale in mind: prepared and documented for a clean transition
A successor identified: structured so they can step in with confidence
No decision made yet: the business prepared for whatever comes next
Protected if life takes a turn before a decision is made

The greatest gift you can give the people you love is making sure they understand what you built, and what to do with it.

Our trusted network

We hold the whole picture together.

Families do not need more individuals working on individual matters. They need a holistic view of the whole picture.

Claracy works alongside the family's existing professional team, estate planning lawyers, accountants, financial advisers, succession planners, family business advisers and any other specialists involved.

Where the family does not already have those relationships in place, we bring in our own trusted network of estate planning lawyers and financial advisers. We hold the commercial picture together and make sure everyone is working from the same understanding.

We are the glue.

get in touch

Whatever your situation, we are here.

Start with a conversation. No pressure, no obligation. We respond within 24 hours.

Call us

0404 286 966

Monday to Friday, 9am to 5pm AEST