📜assessment≈ 60s · 10 inputs

Succession Readiness Score

Interactive Tool

≈ 60s

Ten yes/no checks distilled from buy-sell funding, emergency continuity, and estate planning. Score 0–10 with the top three gaps.

Is your buy-sell agreement signed and current?

Covers what happens to the business on death, disability, divorce, or departure.

Is the buy-sell funded (insurance or a sinking fund)?

An unfunded buy-sell is a contract to buy something with money that doesn't exist.

Is your business valuation less than 3 years old?

Is a successor (family, partner, key employee, or buyer) identified in writing?

Do you have a written contingency plan if you're incapacitated 90+ days?

Content item 7.6 is a template for this. It takes one afternoon.

Are your POAs (financial + healthcare) current and findable?

Have you reviewed your estate plan in the last 3 years?

Is there a documented list of key employees and their roles?

Has your family received a 'letter of instruction' covering the business?

Are your CPA, attorney, banker, and insurance contacts documented for your family?

Your readiness score

Answer the ten yes/no questions on the left and your 0–10 score, band, and top 3 gaps appear here.