A 40-Page Succession Blueprint
Is Structured Like This.
Review the shape of the deliverable before using the workflow with your own clients.
Inside the Blueprint
Each section is meant to help an advisor move from intake to discussion to client-ready delivery.
Executive Risk Summary
Pages 1-4A front-of-report summary showing the overall score, top planning concerns, and where an advisor should focus the next conversation.
Three-Dimension Breakdown
Pages 5-12External, internal, and relational risk sections that explain how the assessment is being interpreted and prioritized.
Advisor Interpretation Notes
Pages 13-22Narrative explanation, client framing, and draft recommendations that an advisor can review and refine before delivery.
Recommendation Blocks
Pages 23-32Suggested mitigation themes, planning talking points, and decision-support content for follow-up discussion with qualified professionals.
Implementation Roadmap
Pages 33-40A staged follow-up structure showing how the advisor can move from diagnosis to action across meetings and workstreams.