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.

Imagine knowing what your business is worth, monetizing its value, and enjoying retirement.