Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances
My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho One subscription for the one company and have adapted it to our manufacturing, sales, customer service, etc. with many customization and automations.
For a number of reasons, we are going to change our corporate structure for 2023. Company A LLC will continue to exist as a "holding company". We will be forming a new legal entity, Company B, as the operating company that will continue to make and sell Product B. This will be a wholly-owned subsidiary of Company A. We will also have other operating companies as subsidiaries of Company A, but that's not terribly important to the question at hand.
Because of the customizations and automations already in place, we want to keep most of the current Zoho One implementation and rename it as Company B. That part is easy.
The problem is Books and Inventory. Company B will be a new entity and will need to have a fresh set of books starting Jan 1, 2023 with no history.
Optimally, I'd like to carve out the current Books and Inventory instances and plop them into a new Zoho One instance for Company A, with company B continuing on the current instance with a fresh version of Books and Inventory in place along with all automations and customizations.
Is this (or something like this) possible? Or am I going to be stuck having to recreate all of my automations and customizations in a new instance of Zoho One for Company B to get the pristine set of accounting books that I will need?
Topic Participants
Donald Love
Abhishek - Zoho Partner
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