Business Legacy
Three steps
to secure your
business legacy
Answer simple yes/no questions. Download personalized plans. Execute at your own pace.
70%
of family businesses fail at succession
43%
of business owners have no succession plan
3x
higher survival rate with a written plan
How it works
Select what applies. Download. Execute.
Each step generates a Word document with blank forms tailored to your situation. Fill them in on your computer or print and complete by hand. Zero digital footprint — the document is generated entirely in your browser and saved only to your device.
Successor Selection
Find the right person, evaluate candidates, prepare the offer, and formalize the agreement.
Successor Development
Structure mentoring, department rotations, knowledge transfer, and real-world testing.
Stakeholder Transition
Notify clients, introduce to partners, plan the overlap period, and sign the transfer agreement.
Zero digital footprint
Business succession involves sensitive information. That's why everything stays on your device.
- ✓No account required
- ✓No data saved on our servers
- ✓Documents generated in your browser
- ✓Downloaded directly to your device