Do I need to be technical?

No. If you can write an email, you can do this.

Who can I hand on to?

A buyer, family or a manager. The pack is built for all three.

Does the price count towards the Legacy Program?

Yes, it is credited in full towards the Legacy Program's price.

How long does it typically take?

Succession in a Box is set out as twelve guided steps.

Make your business ready to hand on, on your own terms

Succession in a Box is a self-guided process of twelve steps that gets the invisible value of a business out of the owner's head, whether you are handing on to a buyer, to family or to a manager. It produces a full succession-readiness pack for $1,497 including GST.

Get Succession in a Box, $1,497 Request a call

A succession toolkit by IntraWork.

Most of what makes a business valuable is invisible, because it lives in the owner's head. Succession in a Box is a self-guided process of twelve steps that gets it out, whether you are handing on to a buyer, to family or to a manager. $1,497.

Who it is for

Business owners who want to hand on on their own terms, to a buyer, a family member or a manager. You do not need to be technical: if you can write an email, you can do this.

What you will produce

Twelve guided steps produce a full succession-readiness pack:

A Succession Plan.
A Vendor Information Memorandum.
A Transition Roadmap.
A live Transferability tracker.

What is included

The eBook (PDF). The step-by-step guide through the twelve guided steps.
The Working Document (Word). Where you capture your work at each step as you go.
The Succession Plan Template (Word). The template your Succession Plan is built in.
The Transferability Indicators tracker (Excel). The spreadsheet that becomes your live Transferability tracker.
The PowerPoint Template. A presentation template for sharing your succession-readiness pack.

The files come in PDF, Word, Excel and PowerPoint.

How it works

Across twelve guided steps you:

Document what only you know.
Surface the value you have never counted.
Reduce the business's dependence on you.
Produce the succession-readiness pack.

Want it carried with you?

The Legacy Program is IntraWork's concierge service for succession, and it picks up where the pack leaves off. It is engagement-priced across three tiers, Guided, Partnered and Full Concierge, and the price of this pack is credited in full.

Request a call

Also see Strategy in a Box for Business, $997 and the AI Prompting Guide for Business.

Questions

Do I need to be technical?: No. If you can write an email, you can do this.
Who can I hand on to?: A buyer, family or a manager. The pack is built for all three.
Does the price count towards the Legacy Program?: Yes, it is credited in full towards the Legacy Program's price.
How long does it typically take?: Succession in a Box is set out as twelve guided steps.