Pilot Programme · 5 Places Remaining

Apply for the Succession
Lineage Review — £495

A manual, expert-led assessment of all four continuity pillars. Complete the short application below and we will be in touch within 48 hours to confirm your place and arrange a time that suits you.

Applications reviewed personally · No automated responses

What the review delivers

I

Written Risk Heat Map

A colour-coded vulnerability score across all four pillars — Founder Dependency, Shareholder Alignment, Lineage Governance, and Handoff Readiness. You will know exactly where your highest-risk exposures are.

II

12-Month Strategic Roadmap

A prioritised, sequenced action plan tailored to your specific ownership structure, family dynamics, and succession timeline. Not a generic checklist — a personal plan.

III

Specialist Referral Guidance

Where appropriate, we will identify the specific type of solicitor, wealth advisor, or governance specialist your situation requires — and the right order to engage them.

IV

A Personal Advisory Session

A deep-dive advisory session conducted one-to-one, covering the critical questions most founders have never been asked about their succession.

How the process works

I

Submit your application

Complete the short form. We review every application personally — no automated filtering.

II

We confirm and arrange a time

Within 48 hours we will contact you directly to confirm your place and schedule the Discovery Call at a time that suits you.

III

20-minute Discovery Call

A focused conversation to scope the engagement, understand your ownership structure, and confirm the Review is the right fit.

IV

The full Succession Lineage Review

A structured deep-dive across all four pillars, followed by your written Risk Heat Map and 12-month Roadmap within five working days.

Secure your place.
We'll arrange the rest.

After submitting, we will contact you within 48 hours to confirm your place and arrange a time that suits you — no automated scheduling.

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