Consultation
Owner Succession Planning
A structured engagement that helps business owners map ownership transfer, leadership continuity, and family or partner expectations before a transition begins.
Who it is for
Founders and controlling owners preparing a sale, family handoff, or partner buyout
What you leave with
A written succession roadmap covering ownership path, leadership roles, timing, and communication with stakeholders
Included
- Ownership and control mapping
- Successor readiness assessment
- Family or partner alignment sessions
- Transition timeline with decision points
- Written roadmap and follow-up briefing
Outside this engagement
- Legal document drafting or tax filing
- Brokerage or sale negotiation on your behalf
- Ongoing operational management of the business
How the work unfolds
- Discovery conversation to clarify goals and constraints
- Fact-finding on ownership, roles, and successor candidates
- Working sessions to test options and surface objections
- Draft roadmap review with the owner
- Final briefing and agreed next steps
How to prepare
Bring ownership records, org chart, and a short list of people you consider for future leadership.
Boundaries
We advise; licensed attorneys and accountants handle formal instruments.