Business Succession Assessment | The Succession Solution

Succession Planning Assessment

How Ready Is Your Business for Succession?

This assessment evaluates your readiness across the three pillars of business succession planning. Your answers will generate a personalized report identifying your areas of strength, the gaps that need attention, and a set of prioritized recommendations tailored specifically to your situation.

Section I

Transfer of Knowledge

Vision & values, leadership training, successor selection, family communication, and advisory team.

Section II

Transfer of Management

Management succession plan, team independence, contingency planning, and board governance.

Section III

Transfer of Ownership

Ownership transfer, shareholders' agreements, business valuation, estate planning, and financing.

Rate each statement from 1 (least confident) to 5 (most confident). Select N/A if the item does not apply to your situation. There are 65 questions in total — most people complete this in 20–25 minutes.

Your Information

First & Last Name *

Company Name *

Your Email Address *

Your Role / Title

Your answers are private and only shared with The Succession Solution.

Section I of III

Transfer of Knowledge in the Business

This section evaluates how well you are communicating and transferring the knowledge, vision, values, and strategic direction of your business to the next generation of leaders and owners.

17 questions · Rate 1–5 or N/A

Section II of III

Transfer of Management

This section evaluates your readiness to transfer the management and day-to-day leadership of your business, including your contingency planning and governance structure.

16 questions · Rate 1–5 or N/A

Section III of III

Transfer of Ownership

This section evaluates your readiness to transfer the ownership of your business, including legal structures, shareholder agreements, financial planning, and estate considerations.

32 questions · Rate 1–5 or N/A

Your Succession Readiness Report

— Overall

Transfer of Knowledge

—

Transfer of Management

—

Transfer of Ownership

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Areas of Strength & Attention

Based on your responses across all three categories, here is a detailed analysis of your succession readiness.

Prioritized Recommendations

These recommendations are tailored to your specific answers and consider the relationships between all areas of your succession plan.