About us

Good businesses deserve a next chapter

Across the country, owners who spent decades building a business are reaching retirement with no one lined up to take over. Too many of those businesses get sold to buyers who don't care about the people, or simply close.

At the same time, many capable people want to own and run a real business, but can't buy one outright. Planned Succession brings the two together through a gradual handover: the owner trains their successor and is paid over time, and the business, its employees, and its customers carry on.

How we work

• Owners first. It costs owners nothing to work with us, and the owner always chooses their successor.
• Confidential by default. We never list businesses publicly or contact employees, customers, or competitors.
• No pressure. Many of the owners we talk with are years away from stepping back. That's the right time to start.
• Clear about our role. We're not brokers, lawyers, or accountants. You'll have your own advisors for the agreement, and we're glad to work alongside them.