Key elements

The planning looks at the “whole person, whole business”
Analysis is of the financial situation and strengths and weaknesses of the owner(s) AND the business in terms of succession
Personal goals feed into business goals
You get a Succession Plan AND a Business Plan
Done in groups of 10 but with total confidentiality
Bring key people/advisors or do it alone

The benefits to you are...

You get clear about your own situation and what the business can give you at succession
A major customer survey (unlimited responses) gives the successor or buyer a clear idea of the customer loyalty you have built
You can frankly discuss the family situation in an unemotional setting
You have business and financial experts to assist the decision-making
You get a documented plan for your personal actions PLUS a plan for the business
You keep all software, templates and materials for future updates