@EmeraldOffice - Thanks for sharing. I do know that acquisitions can get complicated and messy as I have been through a few.  My oldest client is ADT (where T stands for Telegraph) in biz 125 years.

Certainly I do not know enough about your business and would never try to advise on any changes.

What I have found on sites like this where I may see questions sitting open/unanswered for months, is if I respond with a bad answer, partial answer, or just my opinion or preference as I did here, you get almost immediate response to correct me and hopefully to help you.