San Francisco-based DeVoe & Company last month launched SuccessionWorks, a consulting platform aimed at helping advisors determine what will happen to their business—and their clients—after they leave the planning profession.

“This will be a comprehensive program that will enable advisors to efficiently solve their succession and continuity challenges,” says DeVoe. “This is going to be a multifaceted program that provides them with the opportunity to work one-on-one with DeVoe & Co., within their firms, in groups and in workshops on succession plans.”

To help introduce SuccessionWorks, DeVoe has brought on Tim Kochis, the former CEO and chairman at Southern California mega-RIA Aspiriant. Kochis will join DeVoe & Company as managing director.

In addition to his long tenure in the advisory trade, Kochis also co-authored a book on advisor business transitions in 2015 called Success and Succession: Unlocking Value, Power and Potential in the Professional Services and Advisory Space.

SuccessionWorks provides training and consultation to advisors of all stripes to create a clear road map for the future of their businesses.

DeVoe says that succession planning is particularly difficult because it involves multiple variables that require advisors to make choices. Should somebody succeed them internally or externally? What should the valuation be? The deal structure? How will the equity and management migrate? How will continuity be maintained?

Recognizing that addressing such a wide variety of concerns could be time consuming for advisors and consultants alike, SuccessionWorks will combine technology with DeVoe’s personalized consulting to create an optimal strategy that considers all of a firm’s stakeholders.

Kochis and DeVoe are also planning a summit on advisor mergers, acquisitions and succession planning in coordination with this year’s Market Counsel summit in December in Miami Beach.