Succession Ready Academy

The Succession Readiness Bundle

Score your business across all five succession areas, then follow the 7-module plan to close the gaps.

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Succession Readiness Assessment

Is your business ready to hand down to the next generation? This 50-question diagnostic measures you across 5 categories: Systems & Processes, Technology & Digitization Strategy, Financial & Legal Documentation Visibility, Knowledge Transfer, and Operational Independence. WHAT YOU GET: - Score out of 100 with full breakdown - 17-page Results Guide (PDF) - 30-day action plan - 5-part email series Time to complete: 15 minutes.

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Financial Visibility & Legal Documentation Checklist

Use this checklist to make sure you have all your critical financial reports and legal doc's easily accessible

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Knowledge Transfer Checklist

Use this to make sure your systems enable those with the knowledge to easily transfer it to the next generation

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Operational Independence Checklist

Use this checklist to make sure you are ready to leave your business in good hands

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Systems & Processes Checklist

Use this checklist to make sure your critical systems and processes can be digitized.

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Technology & Digitization Strategy Checklist

Use this checklist to make sure you have the correct Tech Stack and that your strategy for digitalizing your business is on track

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The Succession Readiness Bundle: Scorecard + Academy

Find out how ready your family business is for the next generation, then fix the gaps. Start with the full Succession Scorecard to score your business on Systems & Processes, Technology & Digitization, Operational Independence, Financial Visibility & Legal Docs, and Knowledge Transfer. Then work through the 7-module Succession Readiness Academy, with checklists, worksheets, and templates for each area. Build a business that runs without you.

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