Get Your Business Succession Plan in 7 Days.

Remove the single-point-of-failure risk with a practical, executable playbook designed for busy owners. No legal maze, just clarity.

Start Your Succession Starter ($995)

Have questions? Book a 20 min Snapshot.

What You Get

Best for: Business owners who want fast clarity and a clear plan if they’re unavailable.

What this gives you: Succession Starter removes single-point-of-failure risk by documenting authority, access, and next steps so your business doesn’t stall under pressure.

Start Intake Form

Succession Snapshot Working Session

A structured "Master Key" index of your business. We organize where everything lives and who has access, so your life's work isn't locked in your head.

The Transition Scenario Map

A step-by-step guide for death, disability, or emergency absence. No more guessing, your team will know exactly what the first 24 hours look like.

The Authority & Continuity Plan

We define who can run operations, who can approve spending, and who can sign. We flag exactly what needs an attorney so you only pay for legal work when it matters.

Insurance Alignment Review

A structured "Master Key" index of your business. We organize where everything lives and who has access, so your life's work isn't locked in your head.

The Document Inventory & Gap Map

We find what’s missing, what’s outdated, and what’s scattered. You’ll get a clear list of priorities to fix before they become a crisis.

The Emergency Binder Framework

A structured "Master Key" index of your business. We organize where everything lives and who has access, so your life's work isn't locked in your head.

Deliverable	Succession Starter	Succession Starter Plus
Primary Goal	Fast Clarity & Structure	Long-Term Execution Path
Core Deliverables	All 4 Core Deliverables	All 4 Core Deliverables
Snapshot Session	60 Minutes	60 Minutes
Insurance Review	Included	Included
Follow-Up Session	30-Minute Review	60-Minute Strategy Session
Action Roadmap	Written Next-Steps	12-Month Quarter-by-Quarter Plan
Delivery Timeline	7-10 Business Days	10-14 Business Days
Investment	$995	$1,250 (Best Value)

Is the Succession Starter right for you?

This is a space to welcome visitors to the site. Grab their attention with copy that clearly states what the site is about, and add an engaging image or video.

Yes

You want clarity fast without a massive legal bill.
You need a written playbook for your team "just in case."
You want to know exactly what to tell your attorney.

No

You need complex estate tax restructuring today.
You want a 50-page legal document drafted immediately.
You aren't ready to document your business decisions.

Is the Succession Starter right for you?

This is a space to welcome visitors to the site. Grab their attention with copy that clearly states what the site is about, and add an engaging image or video.

Yes

You want clarity fast without a massive legal bill.
You need a written playbook for your team "just in case."
You want to know exactly what to tell your attorney.

No

You need complex estate tax restructuring today.
You want a 50-page legal document drafted immediately.
You aren't ready to document your business decisions.

Protect your legacy today!

You’ve spent years building your business. Don't leave your family and team to deal with the 5 to 7-figure consequences of "figuring it out" in a crisis. Get your playbook in 7 days and lock in your legacy.

Start the Intake Form

Still have questions? Book the Succession Snapshot