Frequently Asked Questions
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.