Advisory

Succession planning work for private firms

Each engagement is scoped to the firm’s ownership structure, leadership bench, and timing. Browse the offerings below, then request a conversation if one fits your next decision.

Advisors and principals reviewing documents at a meeting table

Flagship

Full Succession Engagement

A structured advisory engagement that maps ownership, leadership, and handover timing for established private firms preparing for the next generation or an external transfer.

Multi-stage advisory engagement Typically four to nine months Quoted from scope and firm complexity

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Business owners discussing ownership documents

Ownership Transition Mapping

A focused review of how shares, voting rights, and control currently sit — and how they could move to successors or buyers without fracturing the firm.

Assessment with written map Three to five weeks Fixed fee from firm size band

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Family business members in a facilitated discussion

Family Governance Sessions

Facilitated conversations that set decision rules, roles, and conflict pathways for families who own and work inside the same private firm.

Facilitated workshop series Two to four half-day sessions Per session package

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Managers reviewing a handoff timeline on paper

Management Handoff Planning

Practical planning for when a founding manager steps back: authority transfer, client introductions, and the first twelve months of successor support.

Planning engagement Six to twelve weeks Quoted by complexity

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