For associations: the partner portal

Trade associations use Successio to run succession-readiness programs for their members — because the wave of owner retirements hits their industries first, and they're who owners already trust.

The admin portal

Association administrators get a dedicated portal at /admin with:

• Overview — member count, pending invites, average readiness score across members, score lift since joining, and recent activity
• Member roster — every member business with its vertical, location, latest readiness score, and document count
• Readiness report — the score distribution across your membership, members at risk (low or no score), and a breakdown by trade

Administrators see member-level readiness — never member documents or financials. Each business's data stays its own.

Inviting members

From the portal, import your member roster (business name, contact email, trade) and send invites in bulk. Each member gets a personalized signup link that connects their new account to your association automatically.

Becoming a partner

If you run an association and want a program for your members — including white-labeling — start at the partners page or contact us.