Succession Plan & Transition Management Platform
Plan your succession, and manage everything that comes after it.
Document your firm's succession framework, and add the platform to track transitions against your firm's standards.
Succession Plan
One-time
$2,000
Create your plan
- Your firm's succession framework
- Successor selection criteria
- Leadership succession provisions
- Ownership succession provisions
- Authority transfer guidelines
- PDF and Word documents
Tier 1
Up to 5 transitions
$2,500 / year
Subscribe
- Succession Plan included
- Firm portal with secure partner access
- Transition tracking against your plan
- Successor readiness tracking
- Client transition tracking
- Amendment notifications to all partners
Most firms
Tier 2
Up to 10 transitions
$4,800 / year
Subscribe
- Succession Plan included
- Everything in Tier 1
- Capacity for a larger partner group
- Multiple transitions in motion at once
- Prorated upgrade from Tier 1 anytime
Tier 3
Unlimited transitions
$8,200 / year
Subscribe
- Succession Plan included
- Everything in Tier 2
- No transition cap
- Succession as a continuous cycle across the partnership
Already have a plan? Every tier includes the Succession Plan. Re-enter yours through the plan generator and it feeds the platform, so your existing decisions become the standards every transition is measured against.
Not sure which option fits, or want advisory support building your plan? Schedule a call with us.