Trust and boundaries
Confidentiality and scope
Advisory work requires access to information most owners share with very few people. We explain what is requested, who is involved and where our professional scope ends.
What is requested
Nothing is requested before scope is agreed. A Diagnostic will usually require two to three years of financial statements, current year-to-date information, existing management reporting, an organizational chart or equivalent, and selected operating information relevant to the situation.
Who sees it
The BraunTrack engagement lead sees the information required for the work. Where an agreed specialist is involved, that person receives only what is relevant to their defined role and is subject to appropriate confidentiality terms. Information is not shared with a referring accountant, lawyer, lender or another party without the client's instruction or a legal requirement.
Secure handling
Sensitive financial and management documents should be supplied through the secure method identified at the start of the engagement—not ordinary email. The final engagement letter identifies the systems used, access permissions and retention expectations applicable to that work.
Conflicts
Before accepting an engagement, BraunTrack considers whether current work with a direct competitor creates a material conflict. Where a conflict cannot be managed appropriately, the engagement is declined.
Scope
BraunTrack does not provide legal, tax, audit, assurance, investment, banking, valuation or other regulated professional advice. We do not prepare financial statements, file returns, draft legal agreements or produce transaction valuations. Those matters remain with the client's licensed professionals.