Process map · not a brochure

Follow
the line

Answers go in. A custom family governance plan comes out. One pipeline. Easy to see.

The pipeline

Watch the signal move down the rail. Each station is one clear step.

STN 01 · Input

Health Score questions

Founder answers about leadership, documents, successor readiness, family alignment, continuity.

In → answers

STN 02 · Measure

Succession Health Score

System turns answers into a 0–100 score and a clear risk level.

Out → score

STN 03 · Detail

Governance questions

Business structure, family, ownership, meetings, cultural / religious rules — one main person per business.

In → business pattern

STN 04 · Build

Family Governance Plan

Same five-part base for everyone. Small rules switch on/off from that business’s answers.

Out → plan draft

STN 05 · Confirm

Family & lawyer review

Family discusses the draft. Lawyer checks before it becomes final.

Out → ready to use

Pipeline output: 5-part plan

Every business gets the same structure. Content inside changes with their answer pattern.

Part 01Decision Rights

Part 02Family Employment

Part 03Conflict Ladder

Part 04Succession Triggers

Part 05Review Cadence

Same app → different plans

Business A and Business B share one app. Different answers make Plan A and Plan B.

Base stays. Rules flip.

Five sections always. Small switches only — e.g. no successor → search protocol.

Optional shortcut

Later path: skip long forms → connect to a nearby lawyer / associate.

Enter the line at Station 01

15–40 minutes. One decision-maker. Score first, plan next.

Followthe line