Internal Succession Decision Framework - Partnership

What this is

A decision framework designed for partnerships where succession affects multiple owners with different incentives, timelines, and risk tolerance.

What it helps you decide

• Whether each partner genuinely wants internal succession - or is accepting it to avoid a harder conversation
• Where partner positions diverge on timing, financial expectations, successor selection, and exit terms
• Whether authority, affordability, and exit expectations can be aligned without damaging the firm

Why buy this

Partnership succession breaks down when partners assume alignment exists until money and timing become explicit. This framework makes each partner declare their position independently, then surfaces divergence while it's still addressable.

What you get

• A completable decision framework (PDF with response fields) 
• A structured decision process that surfaces misalignment early
• Clear boundaries between decision-making and later design work
• Outputs that reduce re-litigation, informal side deals, and adviser-driven momentum