Transition Readiness Assessments
Our Transition Readiness Assessments are a valuable self-guided tool for any business or person looking to execute a smooth and successful transition. Even if you are not sure where to begin with your transition, they are a comprehensive way to quickly evaluate your current situation, identify areas where you can improve and get started.
Business Transition Readiness Assessments
The Successor Due Diligence and Transition Readiness assessments include an advisory session to discuss findings, strategic plan of action and align on a way forward. Additional advisory support is available in convenient hourly packages.
Career Transition Readiness Assessments
Personal Transition Readiness
This assessment is for mid and senior level leaders in a business. An individual's emotional wellbeing, level of personal preparation, and understanding of their organization’s transition process all have an impact on their ability to thrive during and after they leave their current role. This assessment examines 19 categories to identify readiness gaps and provide actionable recommendations for improvement. More…
Successor Due-Diligence
The Successor Due-diligence assessment is for mid-level leaders looking to evaluate their organization and themselves in preparing for a senior leadership position. The comprehensive assessment covers 19 dimensions and provides leaders with actionable recommendations to ask the right questions, address preparation gaps, and achieve their goals. More…
Athlete Career Transition Readiness
Designed for professional athletes thinking about life after sports, this assessment helps athletes assess their readiness for a career outside of sports. It provides personalized insights and actionable steps to help athletes develop a post-play transition plan. More…
Retirement Satisfaction Survey
This assessment is for recently retired leaders or those preparing for retirement. It sheds light on the key areas that predict retirement satisfaction after leaving their organization. More…
Family Business Succession Readiness
This assessment is for outgoing or incoming successors in a family business. It’s a quick and easy way to evaluate the business’ readiness for succession and covers three key areas: communication, preparation, and execution. It provides actionable recommendations to improve your succession planning for a smooth transition. More…
Business Transition Readiness / Operational Due Diligence
A business may initially look attractive to an outsider but the majority of business exits via succession or sale are not successful. This assessment provides owners with insights across 13 categories on their business’ transferability and attractiveness to external parties along with recommendations to address identified gaps. Also used by investors to evaluate target companies. More…