Business Legacy
Protect and
transfer your
business
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.
Emergency Plan
The one critical thing every business owner needs — a one-page plan for whoever steps in tomorrow, whether you're on vacation, sick, or gone.
We're intentionally focused on the one tool most business owners actually use. Deeper succession, valuation, and financial independence planning may follow in future releases.
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
Learn more
Related articles
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Tribal knowledge is your business's most valuable and most vulnerable asset. Learn how to document, transfer, and preserve the expertise that keeps your business running.
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How to Choose the Right Successor for Your Business
Choosing a business successor is one of the most critical decisions an owner will make. Learn evaluation criteria, internal vs. external candidates, and how to have the conversation.
When Business and Family Collide: Navigating Succession Conflicts
Family business succession creates unique emotional and financial tensions. Learn research-backed strategies to navigate conflicts, preserve relationships, and ensure a successful transition.
Frequently Asked Questions
What is business succession planning?
A structured process for selecting, developing, and transitioning leadership of your business to the next generation or a new owner.
Who needs succession planning?
Every business owner, especially small and medium businesses where the owner is deeply involved in operations.
How long does the process take?
The planning tools take about 30-60 minutes. The actual succession process typically takes 1-3 years to execute.
What if I don't have a successor yet?
Start with our Business Valuation and Financial Independence tools. They help you understand your options before choosing a path.
Do I need professional help?
Our tools organize your thinking. For legal agreements, tax planning, and ownership transfer, consult an attorney and accountant.