Engagement Structure
LEGACY MANAGEMENT
BEGINS WITH TRUTH,
NOT A MENU OF DELIVERABLES.
Every substantive engagement follows one deliberate pathway. Diagnosis always precedes prescription.
We do not price the work as a menu of deliverables. Each engagement is structured according to organizational complexity, founder dependency, and the systems that must be built.
Typical investments are shown in Canadian dollars and are intended as planning ranges, not fixed quotes.
One pathway. Four stages.
Every substantive engagement follows the same deliberate sequence. Each stage exists to answer one question honestly before the next is allowed to begin.
Legacy Consultation
Determine whether the organization, problem, timing, and leadership readiness are appropriate for further diagnosis.
Level Zero
Establish organizational truth before prescribing intervention.
Legacy Installation
Turn diagnosis into organizational infrastructure.
Legacy Management
Maintain, measure, update, and reinforce installed systems.
The four stages are Legacy Consultation, Level Zero, Legacy Installation, and Legacy Management. The engagement pathway shows how an organization proceeds. The levels describe the depth of intervention. The Method describes how PLAYERTWO performs the work inside an engagement, across six stages (00–05).
Pathway. Level. Method.
Primary
Engagement Pathway
How the organization proceeds through consultation, diagnosis, installation, and stewardship.
Secondary
Engagement Level
The depth of commercial intervention: from diagnostic (Level Zero) through embedded management (Legacy Office).
Tertiary
The Method
How PLAYERTWO performs the work inside an engagement, across six stages (00–05).
One structure, five levels of intervention.
| Engagement | Primary purpose | Typical investment | Typical timeline or term |
|---|---|---|---|
| Level Zero: Legacy Diagnostic | Diagnose founder dependency, organizational drift, and the systems that need to be built. | Starting at CAD $25,000 | Typically 4–6 weeks |
| Level One: Legacy Architecture | Define and document the organization's transferable belief infrastructure. | Typically CAD $50,000–$100,000+ | Typically 8–12 weeks |
| Level Two: Legacy Installation | Translate the architecture into operating, behavioural, brand, and communication systems. | Typically CAD $100,000–$300,000+ | Typically 4–12 months |
| Level Three: Legacy Management | Manage alignment, reinforcement, drift, continuity, and implementation over time. | Starting at CAD $15,000/month | Typically 6 months or longer |
| Level Four: Legacy Office | An embedded external Legacy Management function across leadership, brand, culture, communication, and continuity. | Starting at CAD $35,000/month | Typically 12 months or longer |
All ranges are shown in CAD. Applicable taxes, travel, production, media, software, printing, and third-party costs may be additional.
Four stages, each with a decision.
Each stage answers one question and produces one outcome before the next stage is allowed to begin.
Legacy Consultation
Determine whether the organization, problem, timing, and leadership readiness are appropriate for further diagnosis.
Book a 15-Minute IntroductionA focused conversation about the organization, the founder's current role, the pressure creating urgency, the concentration of decisions and knowledge, and what may be at risk.
The consultation is not
- a free strategy workshop
- a complete diagnosis
- a disguised deliverable pitch
- an automatic commitment
Possible honest outcomes
- Proceed to Level Zero.
- Complete readiness work first.
- Refer the organization to another professional.
- Do not proceed.
Level Zero
Investment
Starting at CAD $25,000
Timeline
Typically 4–6 weeks
Explore Level Zero →The Legacy Diagnostic determines where the organization remains dependent on the founder, where stated belief differs from actual behaviour, where decision-making loses energy, and what should be built next.
The diagnostic is a complete, standalone engagement. It is not an unpaid sales exercise.
A consultation that cannot say "this is not a fit" is a sales call, not a consultation.
Legacy Installation
Two engagement levels
Level One
Legacy Architecture
Typically CAD $50,000–$100,000+ · 8–12 weeks
Level Two
Legacy Installation
Typically CAD $100,000–$300,000+ · 4–12 months
Installation moves the work from belief, to behaviour, to infrastructure. This stage may include defining the organization's belief architecture and translating it into operating systems, leadership tools, brand expression, internal communications, and training.
Architecture vs. Installation
Architecture defines what the organization must carry. Installation builds it into daily operations. Both may be scoped together or separately, depending on the diagnostic findings.
The work moves from belief, to behaviour, to infrastructure.
Legacy Management
Two engagement levels
Level Three
Legacy Management
Starting at CAD $15,000/month · 6+ months
Level Four
Legacy Office
Starting at CAD $35,000/month · 12+ months
Legacy Management is the ongoing stewardship layer that reinforces installed systems, identifies drift, supports implementation, protects continuity, and stands beside leadership through major organizational decisions.
The Legacy Office is the embedded extended form for larger, multi-division, or highly complex founder-led organizations. Full details — including the Legacy Office pricing, term, and best-fit criteria — are on the dedicated management page.
Installation builds the systems. Management is what keeps them true.
What every engagement includes. And what we require from clients.
Every engagement includes
- 01diagnosis before prescription
- 02documented assumptions
- 03clear ownership
- 04agreed outputs
- 05confidentiality
- 06evidence boundaries
- 07implementation responsibilities
- 08decision points
- 09honest limitations
What we require from clients
- 01leadership access
- 02willingness to name misalignment
- 03willingness to examine behaviour
- 04participation from relevant levels of the organization
- 05respect for confidentiality
- 06internal ownership
- 07openness to findings that may be uncomfortable
Without these, the work becomes decoration, and PLAYERTWO does not sell decoration.
This work is not for every organization.
A strong fit usually looks like
- founder-led or family-owned
- meaningful operating complexity
- preparing for growth, delegation, succession, or transition
- judgment is concentrated
- leadership autonomy is unclear
- standards are not fully documented
- leadership is willing to participate honestly
- continuity matters beyond a short-term campaign
A poor fit usually looks like an organization that
- only wants a logo, website, campaign, or content package
- wants messaging without organizational examination
- refuses leadership participation
- wants culture optics rather than behavioural change
- expects PLAYERTWO to impose beliefs from outside
- wants guaranteed outcomes
- wants AI to replace leadership responsibility
When the fit is poor, the honest recommendation is to say so, including referring the organization elsewhere.
Where specialist expertise begins.
Legacy Management often reveals legal, financial, family, people, and technical risks that require licensed or deeply specialized professionals. PLAYERTWO identifies those boundaries, helps bring the right expertise into the room, and keeps the work aligned around the legacy the organization is trying to build.
These disciplines — corporate and succession law, tax and estate planning, regulated financial advice, family-enterprise mediation, employment law, and cybersecurity — remain the responsibility of the appropriately qualified independent professional.
PLAYERTWO is responsible for
The Legacy Management roadmap, the cross-disciplinary alignment, and the belief infrastructure the organization is building.
Where specialist expertise begins
Legal, financial, regulatory, clinical, and technical matters that require a licensed or independently qualified professional.
How PLAYERTWO works with existing advisers
As a coordinating layer, not a replacement. PLAYERTWO makes sure every professional is solving the same problem.
Frequently asked.
Start with the problem.
Then build what the business needs.
The first conversation is a focused review of founder dependency, organizational drift, current priorities, and readiness for Legacy Management.
No generic pitch. No forced package. The objective is to determine whether there is a real problem worth solving together.