Is the business ready for a transition—and are you?
Choose where you are in the transition, then answer eight direct questions. The assessment identifies where your options may be most exposed and gives a first action suited to your timing.
Eight questions
Find the issue that should move first.
Choose the honest answer, not the aspirational one. The result identifies a starting priority—not a grade.
0 of 8 answered
Transferability
Could the company perform for 90 days without your daily decisions?
Transferability
Are key customer and vendor relationships held beyond you?
Value evidence
Can current financial reporting support a buyer’s scrutiny?
Value evidence
Is revenue resilient beyond one customer, product, or salesperson?
Leadership
Can the leadership team operate with real authority?
Leadership
Is critical operating knowledge documented and repeatable?
Owner readiness
Do you know the after-tax proceeds your life may require?
Owner readiness
Are family and advisors aligned on what could happen next?
Answer all eight questions to reveal the first issue that may be limiting transition options.
Readiness is broader than value
A valuable company can still produce a fragile transition.
A transaction can be weakened by owner dependence, concentrated revenue, thin leadership, unclear financial evidence, family disagreement, or a personal outcome that was never modeled. These risks interact; they should not be managed as unrelated projects.
What comes next
Improve evidence before improving the story.
The strongest readiness work creates proof: management operating without the owner, reliable reporting, durable customer relationships, documented processes, aligned stakeholders, and a personal independence target grounded in actual spending and assets.
Continue with the next question
The business decision and personal decision belong in one picture.