Initial Planning Conversation
This is where our work begins.
The initial planning conversation is a private, advisory meeting designed to assess ownership structure, succession considerations, and long-term exposure. It is intended for business owners who are thinking beyond immediate operations and into continuity.
This is not a general estate planning consultation. It is a focused discussion of how control, responsibility, and transition will function over time.
What This Conversation Covers
During this meeting, we examine:
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How ownership and decision-making authority are currently structured
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Where succession risk or ambiguity exists
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How incapacity, transition, or competing interests would be handled
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Whether formal planning is appropriate, and at what level
The purpose is clarity. Not urgency. Not documents.
Who This Is For
This conversation is intended for:
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Business owners with meaningful assets
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Founders planning for succession or long-term continuity
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Families managing ownership across entities or generations
If you are looking for a document review, pricing quote, or general overview, this meeting may not be the right fit.
Format & Fee
Duration: 60–90 minutes
Fee: $500
The planning conversation is billed separately.
If we proceed with a formal engagement, that fee may be applied toward ongoing work.
Scheduling
Planning conversations are offered by appointment only and are limited in number to ensure adequate preparation and attention.
To request an initial planning conversation, please select an available time above and complete the intake information. You will receive confirmation and next steps once your request is reviewed.