Our Services
COtingency’s proprietary process is the foundation for your business’s seamless transition. Through meticulous analysis and expert planning, we will empower your successor with a comprehensive roadmap of your core objectives, cherished values, and long-term vision. This ensures alignment and clarity, safeguarding your legacy and allowing your business to thrive in any scenario.
This investment in our proven process is an indispensable tool for stakeholders. It ensures the continuity of your business’s ethos and direction even in the face of unforeseen circumstances. By trusting COtingency, you’re not just securing your business during your tenure—you’re ensuring it remains protected long after.
Why Now is the Time to Ensure the Future of Your Business
%
of businesses fail within two years of losing key executives
%
increase in business valuation with a well-defined business continuity and succession plan
%
increase in sale price for businesses that have a continuity plan in place.
Our meticulous 13-week process ensures a seamless transition for your business.
HERE’S HOW WE ACHIEVE IT:
Phase 01
Onboarding & Goal Setting
(Weeks 1-2)
CLIENT ORIENTATION – We kick off with an orientation session to familiarize your team with our process. And learning about the lifeblood of your organization, your team.
SCHEDULE MEETINGS & SESSIONS – We lock in the dedicated consultations and collective sessions.
DOCUMENT SHARING – All necessary documents are collected and shared securely.
KIEPer STAFF MATRIX – We develop the internal, external personnel that are essential to your organization’s long-term success.
Phase 02
Gathering & Analysis
(Weeks 3-8)
INFORMATION GATHERING – Your team completes a series of surveys to provide our team with the specific information to create your custom continuity and succession plan.
COCKPIT CLONE MEETING – We coach & mentor you through duplicating your operational environment for maximum successor success.
OWNER’S ADVISORY ASSEMBLY – Your executive team, external advisor, and our advisors come together collectively to ensure every element of your plan is bullet proof legally, logistically, and operationally.
Phase 03
Plan Design
(Weeks 9-10)
DELIVERABLE DEVELOPMENT – The COtingency experts meticulously craft over 20 deliverables, from the Compliance Checklist for Successor to the Strategic Vision for Successor, ensuring your legacy lives on for you, your family, and your workforce. This comprehensive suite covers daily operations, financial management, and strategic planning, guaranteeing stability and continuity during leadership transitions.
FIRST-LOOK ICE BOX REVIEW – This is your Initial review of the continuity plan, known as the In Case of Emergency (ICE) Box.
FEEDBACK & APPROVAL – We compile your feedback, adjust the plan as required for your approval.
Phase 04
Presentation & Approval
(Weeks 11-12)
FINALIZE ICE BOX & BUILD TRAINING PROGRAM – With your approval, we build a training plan to ensure your team is ready for the future.
TRAINING THE COOP TEAM – Our training walks your Continuity of Operations Personnel (COOP team) through all their immediate actions from Day 1 to Day 90 of crisis management.
Phase 05
Final Delivery
(Weeks 13)
PRODUCT PRESENTATION – Our team presents the hard work of the last 12 weeks from the ICE box, to the Emergency Playbook, and even the simulation of systems video of your team in action!
DIGITAL PLAN DELIVERY – We provide you all the digital assets and tools to ensure easy access and reference.
PHYSICAL COPIES ORDERED – We ensure your team has a physical copy, custom designed and branded for your business so you can proudly display your COtingency Plan
Our meticulous 13-week process ensures a seamless transition for your business.
HERE’S HOW WE ACHIEVE IT:
Phase 01
Onboarding & Goal Setting
(Weeks 1-2)
CLIENT ORIENTATION – We kick off with an orientation session to familiarize your team with our process. And learning about the lifeblood of your organization, your team.
SCHEDULE MEETINGS & SESSIONS – We lock in the dedicated consultations and collective sessions.
DOCUMENT SHARING – All necessary documents are collected and shared securely.
KIEPer STAFF MATRIX – We develop the internal, external personnel that are essential to your organization’s long-term success.
Phase 02
Gathering & Analysis
(Weeks 3-8)
INFORMATION GATHERING – Your team completes a series of surveys to provide our team with the specific information to create your custom continuity and succession plan.
COCKPIT CLONE MEETING – We coach & mentor you through duplicating your operational environment for maximum successor success.
OWNER’S ADVISORY ASSEMBLY – Your executive team, external advisor, and our advisors come together collectively to ensure every element of your plan is bullet proof legally, logistically, and operationally.
Phase 03
Plan Design
(Weeks 9-10)
DELIVERABLE DEVELOPMENT – The COtingency experts meticulously craft over 20 deliverables, from the Compliance Checklist for Successor to the Strategic Vision for Successor, ensuring your legacy lives on for you, your family, and your workforce. This comprehensive suite covers daily operations, financial management, and strategic planning, guaranteeing stability and continuity during leadership transitions.
FIRST-LOOK ICE BOX REVIEW – This is your Initial review of the continuity plan, known as the In Case of Emergency (ICE) Box.
FEEDBACK & APPROVAL – We compile your feedback, adjust the plan as required for your approval.
Phase 04
Presentation & Approval
(Weeks 11-12)
FINALIZE ICE BOX & BUILD TRAINING
PROGRAM – With your approval, we build a
training plan to ensure your team is ready for the
future.
TRAINING THE COOP TEAM – Our training walks
your Continuity of Operations Personnel (COOP
team) through all their immediate actions from
Day 1 to Day 90 of crisis management.
Phase 05
Final Delivery
(Weeks 13)
PRODUCT PRESENTATION – Our team presents the hard work of the last 12 weeks from the ICE box, to the Emergency Playbook, and even the simulation of systems video of your team in action!
DIGITAL PLAN DELIVERY – We provide you all the digital assets and tools to ensure easy access and reference.
PHYSICAL COPIES ORDERED – We ensure your team has a physical copy, custom designed and branded for your business so you can proudly display your COtingency Plan
Additional Services
White-Glove Concierge Service
COtingency offers a premium, white-glove
concierge service designed to ensure that your succession planning experience is as effortless and efficient as possible. Our expert advisors understand the importance of your time, which is why our service is designed for your convenience and peace of mind.
With our white-glove concierge service, you can complete questionnaires on-the-go, saving valuable time and staying on track with your busy schedule. We also offer guided verbal responses for efficiency, ensuring that your answers are captured accurately and efficiently. Our advisors act as your hands on the keyboard, capturing your thoughts and ideas with precision and care.
Our white-glove concierge service is designed to make your succession planning process as seamless and stress-free as possible. Let us handle the details so you can focus on what you do best—leading your business into the future.
FAQs
What is COtingency and how does it benefit my business?
COtingency is a business consulting firm that provides comprehensive continuity and succession planning designed to safeguard your business legacy by ensuring continuity in leadership and operations, aligning with your and vision.
How long does the COtingency process take from start to finish?
The process is meticulously structured over a period of 13 weeks, segmented into specific stages designed to cover all aspects of succession planning thoroughly.
What is the ICE Box is and what does it contain?
The ICE Box (In Case of Emergency Box) contains critical documents and tools such as compliance checklists, financial takeover guides, operational and strategic planning resources, ensuring preparedness for any unforeseen circumstances.
What kind of support can I expect during the COtingency process?
During the process, clients receive collaborative support from a dedicated team of expert consultants. COtingency experts work with your organization, estate attorneys, business law specialists, and external advisors to guide you through each stage.
How does COtingency ensure a smooth transition for my successor?
Through detailed assessments, strategic planning, and hands-on training sessions, COtingency ensures successors are fully prepared to take over leadership roles seamlessly.
What are KIEPers?
KIEPers refer to Key Internal and External Personnel. They are the trusted individuals within and outside your organization who contribute to its success by offering specialized knowledge and expertise. This group encompasses members of your executive team, as well as external advisors and contractors.
What is the COOP (Continuity of Operations Personnel)?
The COOP (Continuity of Operations Personnel) consists of key individuals both within and outside your organization responsible for executing your continuity and succession plan when necessary. This team may include members from the KIEPers as well as other essential internal role players.
How does COtingency address the training needs of successors and key employees?
A structured onboarding and training program ensures successors and key employees are well-acquainted with their roles and responsibilities, promoting sustained operational performance.