Two assessments to help business owners understand where they stand — on succession planning and AI readiness — before it becomes urgent.
Each takes around 10 minutes. You'll get a scored breakdown and a plain-language read on where to focus.
Covers ownership, documentation, key-person risk, financial transparency, and whether a handoff — planned or unplanned — could actually succeed.
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Covers how exposed your business model is to AI disruption, and whether you're positioned to use AI tools to your advantage before competitors do.
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Yes / Partially / No. Around 10 questions per assessment. No account needed.
A breakdown by category with a plain-English summary of where you stand.
Upgrade for a detailed PDF with findings and recommended next steps specific to your answers.
The assessment is always free. Pay if you want the detailed report and documentation tools.
This assessment looks at five areas that determine whether ownership of your business could transfer — planned or unplanned — without things falling apart.
The detailed report lists findings and recommended actions for each question, formatted as a PDF you can share with an advisor, attorney, or family member.
This assessment looks at where your business is exposed to AI disruption and where you might benefit from using AI tools — before your competitors do.
The detailed report explains your exposure level by category and gives practical next steps — whether you need to defend against disruption or start using AI tools yourself.