One platform for plans, documents, milestones, and communication.
Step-by-step questionnaire capturing business info, ownership, successors, financials, and goals.
Buy-sell frameworks, succession plans, communication templates — from your data, ready for attorney review.
0-100 score across five dimensions. Decays when documents go stale or actions are overdue.
Individual milestones, readiness stages, ownership targets, and growth action plans.
Shared timeline with key dates. Card and timeline views.
Shareable, secured summary for family members and stakeholders.
Type-coded alerts for milestones, decay, and document views.
AI-generated and uploaded documents in one place.