Discover hidden operational, governance, and ownership vulnerabilities with a structured Family Business Succession & Continuity Review — before they cost you the business you built.
Founders aged 55–75 are approaching the most consequential transition of their professional lives. Yet the majority have no formal succession plan in place — not because they lack intent, but because the path forward is paralysingly unclear.
The cost isn't hypothetical. Unstructured handoffs trigger family disputes, key talent exits, lender concern, and enterprise value erosion — often simultaneously. By the time a solicitor is engaged, the damage is already done.
A structured, expert-led diagnostic purpose-built for family-owned firms with £1m–£20m in revenue. We examine the three critical dimensions that determine whether your succession succeeds or fails.
This is not software. It is a manual, comprehensive engagement with a qualified advisor — delivered personally, with a written report, risk heat map, and strategic roadmap.
Designed to be the first, most important conversation — before you engage corporate solicitors, wealth advisors, or restructuring consultants.
Future platform price: £995+
Can the business operate seamlessly without your daily operational input? We assess key-person risk across client relationships, supplier dependencies, internal authority structures, and institutional knowledge.
Are active and non-active family members aligned on future equity splits, dividend policy, and governance rights? Misaligned expectations are the most common trigger for succession disputes.
Do you have a formal, written timeline for operational and ownership transfer? We evaluate the completeness of your legal structures, management capability, and transition documentation.
Are active and passive family members operating within a clear governance framework? We assess family council structures, documented role boundaries, and next-generation capability readiness.
Answer one question per pillar. Your results are generated instantly — and are entirely confidential.
Your Results Are Ready
Delivered immediately. Never shared with third parties.
Your data is private and handled with strict confidentiality.
Continuity Audit — Confidential
5 Pilot Spaces Remaining — 2026 Intake
A manual, expert-led review of all four pillars. Written risk heat map and 12-month continuity roadmap — built around your specific ownership structure.
Strictly limited to 5 firms. Applications reviewed within 48 hours.
Flagged risk in Shareholder Alignment? Model your equity split with the Fair vs. Equal Calculator →
Complete a brief intake form to establish your firm's profile, ownership structure, and succession timeline.
A focused 20-minute call to qualify the engagement, clarify objectives, and confirm the review scope.
A structured assessment across all three succession pillars, conducted through a deep-dive advisory session.
Receive your written risk heat map and prioritised 12-month strategic roadmap within five working days.
Apply now for one of five Pilot Programme places. The review is comprehensive, confidential, and conducted by an experienced advisor.
Strictly limited to 5 firms. Applications reviewed within 48 hours.