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. Browser-first privacy — downloads are generated in your browser. If you are signed in, your saved answers are encrypted before storage so you can continue later.
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.
Built so we cannot read your plan
Business succession involves sensitive information. Everything you save is encrypted in your browser before it reaches our servers — we hold scrambled bytes only, and our team cannot read your data.
- ✓AES-GCM-256 encryption, key derived from your password
- ✓We never see your password or the decryption key
- ✓Documents generated in your browser
- ✓Downloaded directly to your device
Learn more
Related articles
Ted Turner Left $2.8 Billion. His Five Children Will Inherit Almost None of It.
Ted Turner — CNN founder, Atlanta Braves owner, owner of two million acres of American ranchland — passed on May 6, 2026 at age 87. His five children will not inherit the bulk of his $2.8B estate. The framework behind that decision, and what it tells smaller families about the deeper question of what wealth is actually for.
The Family Businesses That Last Do Not Run on Hope
A 300-year-old family company and fresh 2026 succession data point to the same lesson: business legacy survives when families build governance before they need it.
The Small Business Succession Gap Is Now a Retirement Problem
Fresh 2026 data shows millions of owners are close to stepping away, while most have not chosen a successor, buyer, employee-ownership path, or emergency handover plan.
What Happens to a Business When the Owner Dies Without a Plan?
No succession plan means courts, creditors, and family conflict decide your business's fate. Learn what actually happens — and the three documents that change everything.
5 Books on Business Succession Every Owner Needs
Discover 5 essential books on business succession planning, family business transitions, and exit strategies. Real-world advice from authors who understand what it takes to build a business that outlasts its founder.
Knowledge Transfer: Don't Let Your Business Expertise Disappear
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.
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.