EntityKeeper enables you to maintain historical records of ownership as entities, stock classes, shares, and capitalization tables evolve over time. With these audit trails, you can make informed ownership-related decisions and support the needs for tax preparers, auditors, attorneys, and more.
To view historical ownership for an entity, simply:
- Navigate to the Ownership tab for the desired entity.
- Using the date selector, navigate to the desired historical date.
- Available records are noted with a blue circle. In the example below, historical records are available from June 20, 2024.
- Once the desired date is selected, the capitalization table will automatically update to reflect ownership details. To view the historical org chart, simply click the org chart icon.