Succession Planning Platform
Manage every transition against your plan.
Every retirement, departure, and partner addition becomes a tracked record, with the successor's transition readiness measured against your firm's standards.
Tier 1
Up to 5 transitions
$2,500 / year
Subscribe
- Succession Plan included
- Firm portal with secure partner access
- Plan ratification with signatory record
- Milestone glidepaths per transition
- Successor transition readiness tracking
- Financial terms with variance flags
- Client transition tracking
- Amendment notifications to all partners
- Per-transition PDF and Word documents
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.