For law firms, accountants, wealth managers, banks and owner networks

The succession conversation your owner-clients keep postponing, started for you.

The CEO Contingency Builder walks a business owner through what happens to the company and the family in every event, from death and divorce to a sale, and produces a written brief for their lawyer. Owners finish it. Then they need you.

A co-branded edition carries your firm's name on the tool and on both documents. There is no charge. We ask only for a conversation about how you would use it.

Talk to us about a co-branded edition See the tool

30 minutes. We will have looked at your practice before the call.

Why advisers send it

It opens the file

An owner who has just seen "nobody has authority to sign for the company" books the meeting. You do not have to persuade anyone that succession matters.

It arrives as a brief

Facts, family, ownership, existing documents, stated wishes, a contingency table by event, a document schedule and the open questions. First meetings start on page four, not page one.

It reactivates dormant clients

One email to every owner-client before the annual review: "Fifteen minutes, then bring me the memo." Most practices have hundreds of owners who have never had the conversation.

It is not advice, and says so

Pattern language throughout, US and UK, every point routed to a qualified professional. Your name sits next to a tool that sends work to you, not one that competes with you.

What the co-branded edition includes

Your name on the tool. A private link for your clients. "Prepared for the clients of [Your firm]" on the intro, the results and both documents.
The memo, addressed to you. Clients can send the lawyer memo or the accountant questions to you in one tap, with their consent recorded.
A practice view. How many of your clients have completed it and the most common critical gaps across your book, anonymised. Useful for your own planning and for your next client newsletter.
Ready-to-send client copy. An email and a short note for your website or newsletter, written so it reads as yours.
Owner networks and forums. Chairs of peer groups, trade associations and family business networks get a group link, a members' view, and a 45-minute session format for running it live.

Cost: none. What we ask: a conversation about your owner-clients, and that the tool remains free to them.

The conversation with us

Mind Shift works with owners of $5M to $50M businesses in the years before a handover or a sale, on the part no document covers: a business that runs without them, a successor who is ready, a family that has actually talked. Most of that work arrives through the advisers those owners already trust.

We are not looking for referral fees and we do not pay them. We are looking for the two or three firms in each market whose owner-clients we should be meeting, and who should be meeting ours.

Thirty minutes, then you decide.

Tell us about your practice and your owner-clients. We will show you the edition with your name on it and what other firms do with it.

Book the conversation

Prefer email? ari@mind.us