Pricing

Look, we're not going to pretend succession planning is cheap. But here's the thing — getting it wrong costs way more. We've built three packages because not every business owner needs the same level of hand-holding. Pick what fits, or let's talk about something custom.

Foundation

$8,500

Perfect for smaller operations with straightforward ownership. Includes the essentials to get your ducks in a row without breaking the bank.

✓ Initial business valuation assessment
✓ Basic succession strategy framework
✓ Legal document review (existing agreements)
✓ Two strategy consultation sessions
✓ Succession timeline roadmap
✓ Introduction to our legal network

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Architect

$24,900

Our most popular option. Covers everything business owners actually need to move from chaos to clarity. Full strategic planning with ongoing support.

✓ Comprehensive business valuation
✓ Multi-scenario succession modeling
✓ Tax-efficient transition strategy
✓ Family governance planning
✓ Unlimited consultations for 12 months
✓ Draft succession documents (with legal partners)
✓ Quarterly progress reviews

Let's Build This

Dynasty

Custom

For complex situations. Multi-generational wealth transfer, multiple entities, sophisticated tax scenarios. We build your exact blueprint.

✓ Everything in Architect, plus:
✓ Custom entity structure design
✓ Advanced tax and wealth strategy
✓ Dedicated advisor assignment
✓ Real estate and business asset coordination
✓ Quarterly board-level strategy sessions
✓ Executive coaching (you and your successor)

Schedule Discovery

Pricing FAQ

Do you charge extra for revisions or if we change our minds?

Nope. Once you're in Architect or Dynasty, revisions and strategic pivots are included. We get paid when you feel confident about your plan — not by nickel-and-diming you along the way. Foundation clients get two revision rounds included.

What if we're not sure which plan to pick?

Call us. Seriously. We'll spend 20 minutes understanding your situation and tell you honestly what you need. Sometimes Foundation is the right call. Sometimes you're a Dynasty candidate and didn't realize it. We're not commission salespeople — we just want the right fit.

Can you work with our existing accountant and lawyer?

Absolutely. In fact, we prefer it. We've worked with 47 firms across Prahova and beyond. We coordinate everything so nobody's duplicating work or stepping on toes. Your existing advisors become part of the solution.

Do you offer payment plans or financing?

For Architect and Dynasty packages, yes. We work with financing partners to spread things out over 24 months. And sometimes we can structure fees based on when milestones are hit. Let's talk about what makes sense for your cash flow.

Need a Custom Solution?

Contact Sales