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Free tool · Bridging Generations

Succession Roadmap

Count back from the handover: a dated plan for every stage of the succession.

For the owner or leader planning to step back, the next generation and their advisers.

Before you start. You choose from options. Your answers go to an AI service (Claude, by Anthropic) without your name, to write parts of your result. EDON does not store your answers or your result.

Leave your name and work email and the Succession Roadmap opens straight away. We keep your name and email, never your answers.

  1. Emergency
  2. Ownership
  3. Leadership
  4. Family
  5. Wealth
Four lanes and an emergency track, dated back from the handover

How it works

  1. 1

    Nine questions

    Multiple choice, about 4 minutes.

  2. 2

    A few questions for your situation

    Up to five follow-ups, asked by AI from your answers.

  3. 3

    Your plan

    A short executive summary first, then the dated plan section by section.

Succession Roadmap gives general information, not legal or tax advice.

Your privacy: we keep your name and email, never your answers. Privacy notice

Part of Bridging Generations: the Family Business Toolkit. See the modules and templates

Start with the problem, not the proposal.

Tell us what you are facing. If it is not something we should take on, we will say so and point you at who should.

Book 30 minutes (opens in a new tab)or write to info@edon.fi

EDON

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info@edon.fi