Family Business Succession Plan Pricing
Plan your succession, and manage everything that comes after it.
Document your family business's succession framework, add the Family Constitution/Charter, and add the platform to track transitions against your family's standards.
Succession Plan
$2,000
Create your plan
- Your family business's succession framework
- Successor selection criteria
- Leadership authority transfer
- Ownership transfer structure
- Customer and relationship provisions
- PDF and Word documents
Plan + Family Constitution/Charter
$3,400
Create your plan
- Succession Plan included
- Family Constitution/Charter included
- Family governance framework
- Family employment policy
- Conflict resolution process
- PDF and Word documents
Most families
Plan, Constitution/Charter + Platform
$4,000one-time
+
$3,000/ year
Get started
- Succession Plan and Family Constitution/Charter included
- Family portal with secure family access
- Family roster and transition tracking
- Milestone glidepaths per transition
- Ratification and amendment tracking
- Per-transition PDF and Word documents
Own a family holding company or multi-entity structure? Pricing works differently for holding structures. Schedule a call with us to review options for your family enterprise.
Not sure which option fits, or want advisory support building your plan? Schedule a call with us.