For CAs, CSs, lawyers & advisors
Help your clients plan beyond the present.
Invite owner-clients to a private succession assessment, see the scores and tasks they choose to share, assign yourself the work that needs you, and coordinate with their lawyers and lenders when a transition begins.
Client dashboardTransferability, readiness and independence for every client who shares with you, with the actions that need you.
Neutral invitationsPre-written, neutral wording. Nothing about selling, family or retirement is assumed.
Permissioned accessYou see only what each owner shares: scores, tasks, documents. Every view is logged in their access history.
Deal coordinationWhen a client opens a deal workspace, you can follow it alongside them.