Products
Structured assessments, conversation tools, courses, and advisory support for navigating business and leadership transitions. Every product is designed to produce clarity, surface gaps, and drive action.
Start where it makes sense for your situation. Each product builds on the others. Advisory follows diagnosis.
Start Here
Quick Diagnostics
Fast assessments that surface where the gaps are. Take one to understand your current state before committing to deeper evaluation or planning.
Family Business Succession Check
Evaluates family alignment, role clarity, and succession readiness across three pillars: Communication, Preparation, and Execution. Takes approximately 15 minutes. Produces a structured readiness report.
Learn more →Professional Services Transition Readiness Diagnostic
Complimentary diagnostic evaluating business transition readiness across accounting, advisory, legal, and consulting practices. Measures leadership bench strength, client relationship transferability, partner buy-in structures, knowledge systems, and governance. Produces a scored report with priority gaps and a guided review call.
Learn more →Business Transition Risk Diagnostic
Fast diagnostic that identifies the specific transition risks that will surface during a sale or ownership change. Evaluates owner dependency, leadership depth, client transferability, operational documentation, and governance. Produces a risk report with a 30-minute advisory session included.
Learn more →Successor Readiness Diagnostic
Fast diagnostic that evaluates whether a named successor is genuinely ready to lead. Scores readiness across authority, stakeholder confidence, relationship depth, and strategic capability. Produces a readiness report with a 30-minute advisory session included.
Learn more →Retirement Satisfaction Survey
Evaluates retirement readiness and satisfaction across six dimensions: identity, daily structure, social connections, growth, emotional wellbeing, and organizational transition. For leaders approaching retirement or those who have already stepped back.
Learn more →In-Depth Reports
Structured Reports
More thorough than a quick diagnostic, more targeted than a full assessment. Structured reports evaluate your situation in depth and deliver a comprehensive written report with an advisory session included.
Deep Diagnostics
Full Assessments
Comprehensive evaluations that measure readiness in depth, quantify gaps, and produce decision-grade reports with prioritized action roadmaps.
Business Transition Readiness Assessment
Comprehensive evaluation of business transferability across leadership bench strength, governance, operational continuity, client relationships, knowledge systems, and financial readiness. The same framework institutional investors use in due diligence.
Learn more →Individual Transition Readiness Assessment
Personal readiness evaluation available in two versions. For successors: evaluates decision-making, stakeholder credibility, and leadership capability. For retiring leaders: evaluates delegation, identity readiness, and knowledge transfer. Both produce structured readiness reports.
Learn more →Education
Courses
Structured learning that builds the knowledge and clarity needed to make informed transition decisions.
Conversation Tools
Cards and Book
Structured tools for having the difficult conversations that determine whether transitions succeed or fail. The book provides the framework. The cards provide the activation.
Succession Conversation Cards
Digital conversation tools that surface alignment gaps, unspoken concerns, and conflicting expectations. Available in two editions: a 12-card deck for professional services firms and a 52-card deck for family businesses covering 9 categories with dual-perspective frameworks.
Learn more →The 5 Critical Succession Conversations
The five conversations that determine whether a family business transition succeeds or fails. A comprehensive guide that identifies what those conversations are and provides frameworks for having each one. The foundation for everything else.
Learn more →Execution Support
Advisory
Structured guidance for complex transitions. Advisory follows assessment. Every engagement begins with diagnostic results that make each session targeted and productive.
Not Sure Where to Start?
Start with your situation. Each page guides you to the right product.
Family Businesses
Alignment, communication, generational transition
Business Owners
Dependency, transferability, transition readiness
Retiring Leaders
Identity, delegation, stepping back
Successors
Capability, credibility, stepping up
Investors & Exit
Valuation, due diligence, transferability
Professional Services Firms
Accounting, advisory, legal, and consulting practices
Every Transition Starts with Understanding Where You Stand
The products that drive the most value are the ones that match your specific situation. Start with a diagnostic. Build from there.
Back to Top