Loading the continuity plan
What happens to the business if you die, cannot manage it, or decide to hand it on — and exactly where Orion's part of that ends.
Marisol Vega can view the operating dashboard, schedule staff, contact vendors, and 6 more.
Consent to assignment of the lease — typically 30–60 days. Orion cannot do this for you.
Six stages · 7 of 7 conditions met
Bypass opens Orion permissions the owner authorized in advance and prepares a transition. It does not transfer ownership, add bank signatories, move licenses, or create legal authority of any kind. Authority comes from the operating agreement, a court appointment, or instruments prepared with your attorney — see docs/bypass-research.md.
Establishing what happened and establishing who may run or sell the company are separate questions. Orion never merges them.
| Question | Where it stands | Status |
|---|---|---|
| Planned ownership transfer established | Verified evidence from an accepted issuer supports the event. | Established |
| Authority to manage the business | No instrument or court appointment has been verified. Nobody has been established as authorized to manage the company. | Not established |
| Authority to transfer ownership | Established only by documents executed outside Orion, with counsel. Orion never grants it. | Not established |
| Lake Avenue Properties — consent to assignment of the lease | Requested. Typically 30–60 days. | Not established |
| California ABC — person-to-person transfer of the beer and wine license | Not started. Typically 45–90 days; proceeds as a new application. | Not established |
| Pasadena Community Bank — change of signatories and the change-of-control clause on the equipment loan | Not started. Typically 2–4 weeks after closing documents. | Not established |
Only the minimum needed to decide. Orion does not request or store a diagnosis, treatment notes, or any clinical record.
| Document | Issuer and dates | Status |
|---|---|---|
| Owner's transfer instructionIllustrative mock — not verified against any registryInstruction to prepare a transfer of the business to the general manager over a 120-day period. Revocable until closing documents are executed. | Dana RuizOwner · CaliforniaIssued 2026-06-28 | Verified |
Confirmers attest to what they observed, disclose what they stand to gain, and can always abstain.
| Person | What they gain | Decision |
|---|---|---|
| Nora KimLegal representative | Paid advisor to the business | ConfirmedCounted. |
| Amanda ColeIndependent professional | No financial interest disclosed | ConfirmedCounted. |
| Marisol VegaTrusted operator | Proposed buyer | AbstainedAbstained. Abstention is always available and is never penalised. |
A private concern is seen only by the reviewer and never by the other confirmers. Abstaining is always available and is never held against you.
Each capability is decided on its own. There is no switch that opens all of them.
| What the person can do | Status |
|---|---|
| Marisol Vega can view the operating dashboard without you.View the operating dashboard | Enabled in Orion |
| Marisol Vega can schedule staff without you.Schedule staff | Enabled in Orion |
| Marisol Vega can contact vendors without you.Contact vendors | Enabled in Orion |
| Marisol Vega can run opening and closing procedures without you.Run opening and closing procedures | Enabled in Orion |
| Marisol Vega can respond to routine customers without you.Respond to routine customers | Enabled in Orion |
| Marisol Vega can approve refunds up to $500 without you.Approve refunds | Enabled in Orion |
| Marisol Vega can view selected documents without you.View selected documents | Enabled in Orion |
| Marisol Vega can prepare the sale data room without you.Prepare the sale data room | Enabled in Orion |
| Marisol Vega can invite advisors without you.Invite advisors | Enabled in Orion |
Access inside Orion is not authority outside it. Banks, payroll providers, landlords, insurers and licensing boards each run their own authorization process, and a license transfer can be refused on the successor’s own qualification.
A preparation period has an objective, a lead, and an end date. It is never open-ended.
| Step | Owner | Status |
|---|---|---|
| Identify the controlling documents | Nora Kim | Done |
| Confirm entity type and transfer restrictions | Nora Kim | Blocked |
| Prepare three years of financial statements | Amanda Cole | In progress |
| Inventory licenses and permitsDepends on California ABC | Marisol Vega | In progress |
| Prepare the data room | Marisol Vega | Not started |
| Obtain valuation inputs | Amanda Cole | Not started |
| Record required approvalsDepends on Lake Avenue Properties | Nora Kim | Not started |
| Define closing conditions | Nora Kim | Not started |
Ownership changes only when these documents are executed outside Orion by authorized people. Orion records the references afterwards; it does not sign, file, or transfer anything.
Everything standing between this case and the outcome it is preparing for.
| Blocker | Owner | Next step |
|---|---|---|
| Lake Avenue Properties: Landlord has asked for a personal guarantee from the successor.Consent to assignment of the lease | Nora Kim | |
| California ABC: Application requires both the current licensee and the successor to sign.Person-to-person transfer of the beer and wine license | Nora Kim | |
| Pasadena Community Bank: Loan contains a change-of-control provision that has not been reviewed.Change of signatories and the change-of-control clause on the equipment loan | Nora Kim | |
| Confirm entity type and transfer restrictionsThe preparation period cannot complete while this is unresolved. | Nora Kim |
Every consequential action, including the ones Orion refused.
| When | Who | What |
|---|---|---|
| 2026-06-2810:00 | Dana RuizManual · web · security key · Pasadena, CA | Report an eventOwner-initiated transfer preparation, with a 72-hour cooling-off period and revocation available until closing. |
Prototype: audit records are held in memory and evidence verification is a deterministic mock. Immutable storage, signed policy versions and real issuer verification are named as unresolved in docs/bypass-security-model.md.