Owner Succession Kit
Management, ownership and the owner's income are three handovers on three dates — collapse them into one and you lose control of all three.
What it is
Ownership succession as three transfers rather than one event: who runs it, who owns it, and what the owner lives on. Tests whether a successor exists before anyone draws a timetable, grades capability against the job as written rather than against affection, asks willingness in a conversation the successor can refuse, then moves authority, relationships and knowledge in dated stages the owner's own absence proves. Leaves the governance, the settlement with the family who are not successors, and the plan that runs if the owner dies tomorrow. For owners handing over rather than selling.
What you receive
a business handed to family or to management instead of sold to a stranger — the premise tested before any timetable, the successor graded against the role as written and on a willingness they were free to refuse, authority moved in dated stages carrying the decisions, relationships and knowledge that pass at each, the owner's income, ownership and Monday-after settled separately, and the governance, family settlement, consents and emergency version that outlive the owner
Delivered as a single, complete .md skill file — open it, paste it into any capable chat model, and work. No installation, no account with anyone but us.
Supported models
- Claude (Opus/Sonnet)
- ChatGPT (GPT-4o/5)
- Gemini
- any capable chat model
People reach for it when
- “how to hand my business over to my son without wrecking the family”
- “management buyout when the managers have no money to pay me”
- “how do I know if my daughter can actually run the business”
- “what about the children who don't work in the business”
- “succession plan template for a family business owner”
Record
lineage: first-party house build
gates passed: demand-evidence · function-fit · beats-the-blank-page
status: IN THE COLLECTION
Sale-time bench runs and the fix-or-refund log attach to this record when the payment room opens.
In the collection. The sale room is being fitted; this work goes on sale when it opens.
Join the house — be written to when sales openBack to the collectionLicense
Free-shelf works ship under the DolceDrago House License — use the outputs freely, personal or commercial; the work file itself stays with the house.