Most succession advice asks "who will take over when you leave?" But we believe that the more valuable (and often harder) question is "how much of the business still needs you at all?" Our scorecard measures readiness across the whole system and then our system writes you a personalised analysis.
This diagnostic tool is built on the field's foundational thinking; the Harvard Three-Circle Model of family business (family · ownership · business), parallel continuity planning, and structured leadership-succession practice, plus the modern layer most advisers are missing: founder dependency & AI.
Your mindset, finances and willingness to let go of the reins.
Growth, systems and transferable worth.
Who's next, assessed on potential, and developed early.
Communication, shared vision and true ownership.
Roles, decision rights, agreements and proper estate planning.
Key-person risk and what can be systemised and automated.
Enter your details and our AI will read every answer and write a personalised report — your strengths, your single biggest opportunity, and a prioritised 90-day plan.
Reading your answers…
Copy this into your CRM or consultation notes. Visible in "With an advisor" mode only.
Want to turn this into action? Book a complimentary 30-minute strategy session and we will walk through your top three priorities together.
A discussion tool informed by established family-business frameworks; it does not constitute legal, tax or financial advice. For wills, trusts and estate planning, consult your qualified professional advisors.