Plan Your Exit. Protect Your Legacy.
SuccessionSuite is a quiet, professional toolkit for business owners preparing to exit without the chaos, consultants, or confusion.
✨ Why SuccessionSuite?
✅ Designed for Small Business Owners
No complicated jargon. No expensive consultants. SuccessionSuite gives you the practical tools you need to plan your exit, your way.
📋 Created by Exit Planning Experts
Every checklist, template, and guide was built by professionals who understand the real-world challenges of selling a small business.
✍️ Focused on Action, Not Theory
We don’t just tell you what to do — we give you editable templates, financial scorecards, and ready-to-use frameworks to actually get it done.
🎁
Start for Free
Planning Toolkit
Free
A discreet, professional workbook to help business owners prepare for their next exit—with clarity, control, and confidence.
Exit Readiness Checklist
Owner's Vision Worksheet
Transition Readiness Assessment
AI-Powered Prompt Sheet
Buyer Q&A Prep Guide
Exit Communication Script
📊
Get Financially Ready
SuccessionSuite+
$199
For serious sellers who want to assess financial readiness and organize their business for valuation. Includes everything in the Free Tier, plus advanced tools to prep your financials.
Everything in Free Tier
Financial Scorecard
Email Script Pack
Post-Exit Debrief
3 Bonus Templates
Standard Operating Procedures
Transition Calendar
Buyer Questions Plus
🚀
Go Deal - Ready
SuccessionSuite Elite
$499
Our premium tier for owners preparing to talk to buyers, investors, or brokers. Legal templates, investor deck, and readiness tools to show you're serious — and ready to close.
Everything in Plus Tier
3 Conversations Guide
Exit Room Setup Kit
Buyer Interview Script
Investor Deck Template
Anonymous Exit Announcement
Deal Prep Templates
Operating Agreement Overview
Client Services Agreement (Template)
IP Assignment Agreement
Due Diligence Master File
