Succession planning made simple.

Smart succession planning for family businesses. 

Protect what you built— and ensure it lasts.

Join the waitlist

Succession planning made simple.

Smart succession planning for family businesses. 

Protect what you built— and ensure it lasts.

Join the waitlist

Easy Onboarding

Map your business in minutes

Capture ownership, leadership, and family structure with guided steps.

Auto-generated summaries highlight risks and gaps.

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Business owner, successor, advisor?

Owner

Onboarding kickoff

Owner Intent

Identify Successors

Business details

Business owner, successor, advisor?

Owner

Onboarding kickoff

Owner Intent

Identify Successors

Business details

Business owner, successor, advisor?

Owner

Onboarding kickoff

Owner Intent

Identify Successors

Business details

Next Generation Ownership

72% increase

Next Generation Ownership

72% increase

NEXT GENERATION OWNERSHIP

Prepare successors with clarity

Define roles, responsibilities, and ownership paths.

AI builds transition timelines and readiness reports.

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ADVISOR COLLABORATION

Keep your team aligned

Share the right info with your CPA, attorney, and wealth advisor.

Advisor-ready documents generated instantly.

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Ai

Ai

Intentional Ai

Intelligent automation that accelerates your progress

Successionly uses thoughtful automation to reduce busywork and help you make informed decisions faster.


Offering suggestions based on common advisor guidance

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Succession planning with purpose

Why businesses choose Successionly

A smarter, more supportive way to prepare your business for the next generation.

Succession planning with purpose

Why businesses choose Successionly

A smarter, more supportive way to prepare your business for the next generation.

Succession planning with purpose

Why businesses choose Successionly

A smarter, more supportive way to prepare your business for the next generation.

Traditional Advisors

Traditional Advisors

DIY

DIY

Successionly

Successionly

Advisor coordination

Advisor coordination

AI-generated docs

AI-generated docs

Guided workflows

Guided workflows

Successor prep

Successor prep

Transition timeline

Transition timeline

Valuation prep

Valuation prep

Everything you need to plan, track, and execute your business succession plan. Keep everyone informed and engaged. Start today and avoid the drama.

Learn More

Learn More

Learn More

gdpr compliant

iso27001

how it works

3 simple steps to get planning

how it works

3 simple steps to get planning

how it works

3 simple steps to get planning

Sign up

Simple account creation with a way to invite collaborators.

Sign up

Simple account creation with a way to invite collaborators.

Sign up

Simple account creation with a way to invite collaborators.

Create your plan

Guided step-by-step onboarding to kick off your plan.

Create your plan

Guided step-by-step onboarding to kick off your plan.

Create your plan

Guided step-by-step onboarding to kick off your plan.

Generate

Optional AI generated documents, milestones, and more.

Generate

Optional AI generated documents, milestones, and more.

Generate

Optional AI generated documents, milestones, and more.

Join the waitlist

Build a succession plan your family can trust

Early access + founding member pricing

Join the waitlist

Build a succession plan your family can trust

Early access + founding member pricing

Join the waitlist

Build a succession plan your family can trust

Early access + founding member pricing