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Transition Readiness Self-Assessment

How transition ready are you? No matter how near of far your transition from business ownership, being transition ready means operating as best in class and puts you in the driver’s seat when the time to exit comes.
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Assess Your Level of Owner Dependence

In many businesses the owner is the keeper of key knowledge, relationships, contracts and all other vital parts of running a business. Knowing how dependent your business is can help you reduce the associated risk.
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See Your Business with Unbiased Eyes

What would a third party think of your business? If you would like to know, you can get a good idea in assessing yourself on 20 questions and find out what an investor sees when they look at your business.
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Are you an exploring, pivoting or triggering business owner?

exploring

5+ years until transition

exploring

Exploring options and possibilities is often the first step in any big decision. Increasing your understanding and knowledge about your business’ potential and how to grow its value is the crux of this part of your journey to achieve higher valuation and transition-readiness.

pivoting

18 months to 5 years to transition

pivoting

Pivoting owners are ready to invest in optimizing business value and achieving transition-readiness. Both are complex and require a trained professional to guide you on your journey. It is time to pivot into action and reach the next level of exceptional performance.

triggering

18 months or less

triggering

Change can happen quickly, triggering an owner into action. Sometimes owners are ready to transition but their businesses are not transition-ready. The reasons for rapidly accelerating the transition timeline are diverse. You require a professional to help you make the best decisions possible under the circumstances.

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