A plan for every stage — guided, not blank-page
Succession, business continuity, or catastrophic — an AI-guided assistant asks the right questions and builds the document as you go, so planning happens in one sitting instead of never.
Keep operating through disruption — firm overview, data access, communications.
Protect the practice and clients in the event of death, disability, or sudden exit.
Readiness, successor identification, and a full transition roadmap.
An assistant that asks, not a document that stares back
Questions arrive one at a time, answered with the right widget for the moment — a toggle, a slider, a ranking, a date. Your plan builds itself in a live preview as you go, so progress is always visible.
Pick up exactly where you left off
A real plan takes 50–90 minutes — rarely all at once. Every answer saves instantly, pausing is one click, and a reminder email brings advisors back at the time they chose. No lost progress, no starting over.
Something to sign, not just fill out
Succession plans also come with a readiness assessment and value-gap analysis. Every plan exports as a formatted PDF, ready to share with an attorney, accountant, or business coach — and to revisit as the practice changes.
Everything the advisor lifecycle needs
Risk, engagement, and transition — every feature connected in one system, for both sides of the relationship.
Built alongside the firms that run it
Every block is shaped with the home offices and advisors who use it every day.
"FindBob has been a tremendous and collaborative partner in bringing to life and customizing this extensive platform so that Raymond James advisors can fully benefit from this comprehensive offering."
"It's exciting to work with a vendor as experienced as FindBob, but who still brings a fresh resource to the insurance industry. Many of our agents are in either acquisition mode or approaching retirement, and this provides a great way to expand their options beyond their personal network."
"Providing value-added support to our agency partners is a key strategy at FMH. Looking for opportunities to grow or develop a transition plan for a book of business can be challenging for agents, and this tool is meant to ease that process as well as facilitate easier business transitions for customers."
"When your clients know you're gone, they're motivated to look for someone else — the advisors in the marketplace know you're gone too, and they're motivated to get your client. How long is your client going to stay with your practice?"
Enterprise scale, or your first building block. Same platform.
Works with the tools your firm already uses
E-signature, accounting, and AI — connected in minutes.
