Succession Planning Engagement
A structured advisory engagement that maps ownership, leadership, and family roles across the next transfer of control.
Who it is for
Owner-managers and sibling or cousin groups preparing a leadership or equity handoff within a family enterprise
What you walk away with
A written succession roadmap covering timeline, successor readiness, ownership mechanics, and family agreements that support a calm transfer
Included
- Current-state review of ownership, leadership, and informal decision habits
- Successor readiness conversations with clear criteria
- Draft succession timeline with contingencies
- Facilitated family working sessions (up to six)
- Written recommendations for governance adjustments tied to the handoff
Outside this engagement
- Legal drafting of wills, trusts, or share-purchase agreements
- Tax filing or valuation reports
- Ongoing interim management of the company
How we work
- Discovery interviews with principals and key managers
- Ownership and leadership mapping
- Option workshops with the family group
- Roadmap drafting and review cycles
- Handoff readiness check before engagement close
Preparation
Please gather recent organization charts, shareholder lists, and any existing family or board minutes before the first meeting.
Boundaries
We advise; we do not replace your legal counsel or accountants. Final legal instruments remain with licensed professionals.