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Protect what you’ve built because unexpected events don’t just impact you; they impact your business, your team, and your income. Without a plan, operations stop, decisions stall, and revenue disappears. This isn’t about death. This is about protecting the business you’ve built from chaos.

“This isn’t about death. It’s about making sure everything you’ve built continues to run, generate income, and support your people no matter what happens. It’s about protecting your business from chaos, uncertainty, and costly disruption.”

Check out our services below.

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For Smaller Businesses

  • Emergency Business Snapshot

  • Key Contacts + Access Mapping

  • Financial Overview (accounts, obligations, cash flow)

  • Basic succession recommendation

  • 1 planning session (90 minutes)

  • Written continuity document

$3,000

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Most Popular Package

  • Everything in Foundation PLUS:

  • Ownership & control structure mapping

  • Successor identification + role definition

  • Banking + access authority planning

  • Payroll + vendor continuity plan

  • 30/60/90 day execution roadmap

  • Coordination with attorney (if applicable)

  • 2–3 strategy sessions

  • Full documented execution plan

$5,000-$7,500

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For High-level and multi-entity clients

  • Everything above PLUS:

  • Multi-entity structuring strategy

  • Trust / estate coordination (with attorney)

  • Key person dependency mapping

  • Cash flow continuity modeling

  • Leadership transition strategy

  • On-call execution support if event occurs

  • Annual plan updates

$10,000+

Tax Services

DOES YOUR BUSINESS NEED STARTUP FUNDING? WHETHER YOU ARE LAUNCHING A NEW VENTURE OR GROWING YOUR EXISTING BUSINESS, WE CAN HELP!

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