Succession Planning Packages
For family businesses that know succession needs addressing.
But don’t know where to start.
Succession planning is one of those things that gets pushed back.
Not because it’s not important. Because it’s difficult.
Conversations aren’t always easy. Roles aren’t always clear. And assumptions get made that are never properly tested.
What do you do?
This is where I come in.
What This Helps You Do
- Start the right conversations (properly)
- Get clarity on roles, responsibilities and expectations
- Reduce uncertainty across generations
- Build a structured, realistic succession plan
- Avoid problems before they become serious issues
What’s Included
- Monthly succession-focused strategy session
- Family / leadership conversation guidance
- Role and responsibility mapping
- Ongoing email support
What Changes
Instead of avoiding it…
You start dealing with it. Properly.
With structure, clarity, and a plan that actually works for the business and the family.
Who This Is For
- Family businesses with next generation involved (or planning to be)
- Owners thinking about stepping back in the next 1–10 years
- Businesses where roles are unclear or assumed
- Situations where conversations are being avoided
What It’s Not
This isn’t a legal or tax structuring service.
It’s about:
- clarity
- communication
- structure
- decision-making
Typical Timeframe & Investment
Most clients work through this over: 6–12 months
Because: Succession isn’t a one-off decision.
It’s a process.
Starting from £750 per month
Succession Planning for Family Businesses: Frequently Asked Questions
When should we start succession planning?
Earlier than you think. The best time is before it becomes urgent.
Do all family members need to be involved?
Not always — but the right people do. We’ll work out who should be part of the process.
What if conversations are difficult?
That’s normal. In fact, that’s usually why it hasn’t been addressed. I help guide those conversations properly.
Is this just for businesses about to sell or exit?
No. This is about long-term continuity, not just exit.
What happens after the plan is in place?
Some clients continue into Growth Partner or Fractional Director support to help implement it.