Transition Readiness Assessment.

Helping owners evaluate readiness for succession or sale.

 
Preparing for a business transition that provides maximum value to shareholders takes time. Serious owners take action.

With decades of business strategy and exit planning experience, we guide owners using a combination of our proprietary assessments and advisory.

We conduct a detailed review of the business operations and key stakeholders. With red flags uncovered, we then work with owners to address issues, prepare the business for an upcoming succession or sale and improve their chances of success.

Our Business Transition Readiness assessment is sometimes used by owners as a self-guided tool at the beginning of their transition journey. It gauges the business’ transferability and its attractiveness to external parties. The comprehensive report includes their scores across 15 key dimensions and high level recommendations to take action.

 

Business Transition Readiness Assessment

 

You’ve worked hard to grow your business

Are you ready for a transition? Will unseen issues get in the way? With the online Transition Readiness Assessment, you quickly identify red flags in preparing the business and key persons in the business for a transition.

 

Get the full picture

What areas need more attention? It doesn’t matter if you or the business are transitioning, and it doesn’t matter if business circumstances (sale or succession) or internal motivations prompted the transition.

Preparation requires having a comprehensive view of both the business and key individuals’ readiness. The Transition Readiness assessment provides a proven structure that quickly examines both, providing clear insights that guide decisions on the way forward. Sample Transition Readiness Report

 

Right insights to take action

What is your current level of transition readiness? Our Transition Readiness assessment includes 116 deep dive value driver questions across 15 categories to identify risks. With insights on both business and personal transition readiness, you receive a roadmap that includes recommendations to fill the gaps across:

  • Business Attractiveness

  • Business Transferability

  • Personal Preparation

  • Personal Wellbeing

 
 
 
 

Frequently Asked Questions

  • Individual assessment results are analyzed and available in 1 business day.

    Consolidated results for a company with multiple assessment respondents are typically analyzed and provided in 3-5 business days.

  • No. Clients requiring 1 assessment can begin the online assessment immediately. Results are analyzed and provided within 1 business day.

    For companies requiring multiple assessments for a consolidated readiness perspective, we need the names of the persons completing the assessment. Results are analyzed and provided within 5 business days after receipt of the last assessment.

  • Yes. We act as a sounding board to help address gaps highlighted in the assessment.

    We engage with clients in an advisory capacity via:

    Option 1 (Packages): Clients can select a set number of advisory hours to work on specific concerns.

    Option 2 (Retainer): Our advisors serve as strategic and trusted advisors to guide clients through the process and navigate situations that arise day-to-day.