Services
Self-Guided Programs
Our self-guided planning programs put you in the driver’s seat. These programs convert decades of planning experience with closely held and family-owned businesses into step-by-step, expert-guided playbooks.
Launching in January 2027
Consulting Services
Internal Ownership Transitions
Let’s work together to create a detailed written strategy for an ownership transition that works for you. We’ll map out ownership eligibility, efficient transfer methods, financing options, timelines, terms, and more.
Typical Engagement: These planning projects usually involve regularly scheduled virtual meetings once or twice per month for 12 - 18 months. Written summaries and reports are delivered along the way. You’ll finish with a plan you can execute with your professional advisors (legal, tax, wealth planning).
Key Employee Incentive Compensation
We can help you design a customized incentive compensation plan that helps you align, motivate, reward, and retain your most valuable team members. We build these plans with an eye toward the owner’s succession goals and timeline.
Typical Engagement: We help you uncover who the most valuable people are, what they can do to grow the business, and how they’ll benefit from their own success. This engagement usually lasts 3 - 6 months. We meet virtually, and we finish with a written incentive plan design you can document and implement.
Comprehensive Contingency Planning
We work with you to uncover the critical risks you’ll face if an essential leader is no longer available. You’ll decide what should happen in advance, so there’s less chaos and you keep more control. Share your plan with your team and your family.
Typical Engagement: We’ll work together through virtual meetings over a 6 - 10 month timeframe. We’ll finish this project with a written plan detailing what should happen to ownership and leadership. Your teams, customers, and family will thank you for taking the time to plan, and your business will be more resilient.
Succession Guide
You don't always need someone to build the plan for you. Sometimes you need someone who knows the territory to walk beside you while you build it yourself.
As your Succession Guide, we work with you on a monthly or quarterly basis to help you map out and coordinate every dimension of your succession, on your own or with your chosen advisors. Business value, ownership structure, key employee development, personal financial and estate planning, business continuity, and more. We help you synthesize the pieces, stay on track, and make decisions with confidence.
This is a coaching and advisory engagement, not a plan delivery. It's for owners who want expert guidance without handing the wheel to someone else.
Typical Engagement: Monthly or quarterly virtual meetings. Ongoing coordination and synthesis across your succession planning work. Duration varies based on the scope of your situation.
