Certification for teams
Become the firm business owners trust with their most complex transitions.
Equip your advisors with a proven 6-stage framework — and license the program across your organization to expand service lines and generate recurring advisory revenue.
Team licensing
Pricing
5 employees
$9,996
$1,999 per employee
Pilot team or small cohort
Most popular
10 employees
$18,742
$1,874 per employee
Best value for growing teams
15 employees
$22,491
$1,499 per employee
Department-ready
20+ employees
Custom
Volume pricing
Procurement + approvals
Each employee receives their own login and dashboard; admins can view team progress reporting.
Why license
One consistent methodology across your firm.
- A repeatable revenue engine tied to quarterly succession advisory — retainers of $2,500–$20,000 per client.
- A standardized framework your entire team can execute.
- A credentialed bench of advisors trained in succession, governance and continuity.
- A competitive differentiator in a fast-growing premium service line.
Request licensing options