Guided DIY
Run it yourself
- Full digital Tools Library — all 26 workbook tools
- Five-step quick start & succession scheduling
- Readiness matrix & coverage dashboard
- Keys for Succession Planning course built in
Three ways to work with us
Pricing
Three ways to work with us — pick the level of hands-on support that fits your team.
Advisor-Led
Plan with an expert
- Everything in Guided DIY
- A certified succession advisor in your workspace
- Facilitated planning-team sessions & reviews
- Quarterly accountability meetings, run from the platform
Done For You
Succession planning, delivered
- Customized succession plan designed for your organization
- Executive & board facilitation, family-business support
- Masterclasses embedded into your culture
- Ongoing plan management & course correction