⚡ For owners preparing a family handoff

Passing down the company requires more than passing down the keys.

Turn years of owner knowledge into documented processes, decision systems, and operating visibility your successor can actually use — so the handoff strengthens the business instead of testing it.

Score our succession readiness →

Free 5-minute assessment · No obligation · Built for established owner-operated companies

An owner and his successor working side by side in the family business Succession
readiness scored
5 minutes,
15 questions
Scored from your
answers only
Private —
never shared
The scorecard

What we measure

Four scores, each computed only from your own answers — no benchmarks, no padding.

Owner-dependence score
Revenue-leakage score
Documentation score
Succession-readiness score
Sound familiar?

They know the business. That’s not the same as being ready to run it.

Your successor knows the work — but not the pricing logic, vendor history, or judgment calls.
Twenty years of decisions live in your head, not in anything they can reference.
Customers trust you personally — that trust hasn't been transferred to anyone.
The plan is a feeling, not a document — 'someday' with no map from here to there.
You'd still get the 9pm calls — handing over the title won't hand over the load.
You want them to succeed — which means building the systems before the handoff, not after.

Find my biggest dependency →

Why it matters

An undocumented handoff makes your successor learn the hard way — on live customers.

LeakRevenue leakage

Slow response, inconsistent follow-up, lost estimates, weak reactivation — demand you already earned, quietly lost.

BottleneckOperational dependence

Critical knowledge sits with the owner instead of inside repeatable workflows — everything important routes through one person.

Transfer riskSuccession risk

Profitable, but hard for a manager, family member, or future operator to run confidently without you.

How we fix it

The Exit-Ready Business Framework

Four stages, in order. The assessment tells you where to start — most owners begin with Recover, because it pays for everything that follows.

1
Recover

Find and fix revenue leaks — missed calls, slow response, unworked estimates, weak follow-up, inactive customers.

2
Systemize

Turn owner knowledge into operating infrastructure — SOPs, decision rules, handoffs, checklists, automations.

3
Transfer

Prepare the company to function under someone else — dashboards, responsibility maps, transition documentation.

4
Grow or exit

With dependence reduced, you choose: keep growing, step back, hand it down, or prepare for what's next.

Questions

Fair questions, straight answers.

Is the assessment really free?

Yes. Fifteen questions, about five minutes, and your four scores appear immediately. No card, no obligation, no sales call required to see your results.

How are the scores calculated?

Deterministic arithmetic over your own answers — nothing else. No benchmarks, no invented averages, no padding. Answer the same way twice and you'll get the same numbers twice.

Who is this built for?

Established owner-operated companies — typically 10+ years in business with a real team — whose owner wants to reduce daily dependence, prepare a handoff, or stop losing revenue the business already earns.

What happens with my answers?

They stay private. We use them to prepare your free Exit-Ready Review if you book one — they're never sold, shared, or used for anything else.

What's the catch?

None hidden: the assessment is how we meet owners we can genuinely help. If your scores show the business runs fine without you, we'll say so.

Five minutes now. A clearer path for everything after.

Fifteen questions, four honest scores, and the three things to fix first — whether you plan to grow, step back, hand it down, or stop losing revenue you already earned.

Score our succession readiness →

Free · No obligation · Your answers stay private

Score our succession readiness →