PERSONALIZED SUPPORT

 Succession Plan Review Session: Schedule a focused 60-minute session where we'll review your completed Small Business Legacy - Balloon Pro Edition workbook, identify any gaps in your plan, and answer your specific questions. You'll get peace of mind knowing your succession plan is comprehensive and actionable.

 Full Succession Planning Implementation: Spend 3 hours with a member of the Small Business Legacy, who will guide you step-by-step through the entire workbook. We'll help you complete each section, make decisions aligned with your unique business circumstances, and ensure nothing falls through the cracks. 

Why Choose 1:1 Support? 

• Industry-Specific Guidance: We understand the unique aspects of balloon decor businesses
• Accountability: Scheduled sessions ensure your succession plan actually gets completed
• Customized Solutions: Receive advice tailored to your specific business structure and goals 
• Confidence: Move forward knowing your business is protected for whatever the future holds