No, 100% free. All of the services outlined in the Succession Concepts “Foundation” offerings are complimentary

Based on our experience, the entire search to placement process takes 6-24 months.​

We suggest that anyone 3-5 5-10 years away from their desired transition or slow down period should start planning. But everyone’s personal journey is different – contact us to have a conversation.

Generally 1-2 weeks, varying on the time it takes to gather the information required from you.

Yes, we support continuity planning as a lot of the planning areas are similar to succession planning.

The entire Succession Concepts process will benefit a minority equity stake sale.

Confidentiality is the cornerstone of our process and all information is kept between Succession Concepts and the inquiring financial advisor.