70% of business owners have no succession plan. Whether you’re passing the torch to family, a key employee, or preparing for sale — this 2-minute assessment reveals how ready you really are.
Succession planning isn’t just about naming a successor. It requires preparation across leadership, knowledge, finances, legal structure, and relationships.
Successor identification, involvement, and leadership development
Documentation, structured handoff, and institutional knowledge preservation
Tax strategy, valuation, and clean financial separation
Entity structure, buy-sell agreements, and insurance coverage
Family alignment, communication, and fairness in transition planning
of businesses have NO succession plan
of family businesses survive to the 2nd generation
better outcomes with planned vs. forced transitions
10 questions. 2 minutes. A clear picture of your succession readiness with specific next steps.
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