Services
You already have the ideal clients
You already have the perfect clients in your portfolio—families who will need succession planning. With this service, you're simply unlocking deeper value for them and for you.
What that looks like day to day depends on your discipline. Pick yours below.
Accountants
Lead the whole engagement, not just the numbers — high-value advisory work that fits around your busy periods.
Read the full pageSolicitors
Own the succession journey end to end, and the legal work it generates afterwards.
Read the full pageFinancial Planners
A natural extension of the retirement and wealth work you already do for these families.
Read the full pageMortgage Brokers
Steady advisory revenue now, and a seat at the table when buyouts create new lending.
Read the full pageAgricultural Consultants
Centralise and professionalise the succession work you already do — and finally get the next generation to respond.
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Why partner with Succession Navigator
What you get that you don't have today
A method, not a template pack
The process, the meeting structure, the family engagement and the record-keeping already exist. Your practice supplies the judgement and the relationship.
Built for a practice, not a person
Your own branded console, your own client roster, your own staff, with Practice Admin, Adviser, Contributor and read-only roles so delivery can be delegated without losing oversight.
The work has a defined endpoint
The plan is a closed, billable body of work. What follows is light ongoing maintenance, not an open-ended commitment that quietly never finishes.
You keep the client relationship
Where another discipline is needed, the platform prepares a redacted brief for that specialist. You hand off cleanly and stay the family’s primary adviser.
Three ways to run it
Deliver, co-deliver or refer
Not every practice wants to run these engagements themselves, and that's a legitimate choice rather than a lesser one.
Deliver it
Your practice runs the whole engagement. The platform provides the process, the family engagement and the record; your team provides the professional judgement and keeps the full fee.
Co-deliver it
You run the engagement with us alongside you. We stay involved through your first few live cases — not just setup — until your team is confident running them alone.
Refer it
Refer the client through and we manage delivery. You keep a share of the revenue and stay close to the outcome through the professional hand-off process.
Partner practices can also receive referred work, not just send it. It's a real, active cross-referral relationship you opt into and we coordinate — not a self-service directory on this site.
Start with a walkthrough
Thirty minutes with the product open, looking at which of your clients this actually fits.
See the product, how it fits your practice, and how it could work for your clients. No obligation.