Purchase a Turnkey Continuity Plan

This Turnkey Continuity Plan includes the following:

  • 60-Minute consultation with a Legacy Planning Expert
  • 60-Minute consultation with a Business Attorney
  • A Business Valuation
  • Continuity Agreement written and reviewed by an attorney
  • A liaison to help you with firm-specific paperwork, if applicable

Please fill out your billing information below. If you were given a coupon, please enter it under the "Discount Code" field below and click "Apply Discount." Below you will find our Calculation Engagement for the Valuation portion of this service. Please read it carefully and check off your acknowledgement then sign to confirm your agreement using your mouse or finger (on a touch screen). After this purchase, you will be sent by email:

1) A copy of your receipt and the Calculation Engagement for your records, and
2) Instructions for how to begin the Valuation process.