Is Your Family Business Succession-Ready?

Take the 50-Question Succession Scorecard and Get Your Personalized Gap Analysis in 15 Minutes

Are you ready to hand your business down to the next generation?70% of family businesses fail generational transition — too many pen and paper processes or no knowledge transfer approach. Here's how to get systems and processes out of the older generation's heads and into a digital system.When you retire — or worse — does your business thrive?The Succession Scorecard tells you exactly where you stand.
In 15 minutes, you'll discover:✅ Your Succession Readiness Score (0-100)
✅ Your biggest gaps across 5 critical categories
✅ Your 17-page Succession Readiness Results Guide (PDF)
✅ A personalized 30-day action plan
✅ 5-part expert email series with actionable next stepsJoin family business owners who are taking control of their succession plan.

• GET MY SCORECARD

1. Systems & Processes (0-20 points)
Are your operations documented or locked in your head? Can someone else recreate what you do?

• Systems and Processes Checklist

2. Technology & Digitization Strategy (0-20 points)
Are you using Word/Excel for Quotes? Are you hand writing on printed Docs?
Is Microsoft 365 or Google Workspace your front end software?
Are you manually adding data to your Accounting Software?

• Technology & Digitization Strategy Checklist.

3. Financial Visibility & Legal Documentation (0-20 points)
Which financial reports can you generate in 2 minutes? Does your successor know the numbers?
Are your Business Legal Docs accessible?

• Financial Visibility & Legal Documentation Checklist

4. Knowledge Transfer - Using Tech for daily transfer of your Business secrets (0-20 points)
What is your plan to train your successor and all your team members to make Knowledge Transfer a part of their daily routines?

• Knowledge Transfer Checklist

5. Operational Independence - are you ready to Retire? (0-20 points)
Who runs the Business when you or your Key Team Members are not there? Can your business run for 2 weeks without you?

• Operational Independence Checklist

Frequently Asked Questions

Q: How long does it take?
A: 15 minutes. 50 questions. Instant results.Q: Why is it $47?
A: We built the Scorecard because family business founders & their family members are flying blind on succession-readiness, and a 50-question diagnostic is a quick way to assess where you are. If your results show big gaps and you want help closing them, we offer a course and implementation services. What else can you get for $47 these days?Q: What if I score low?
A: Most businesses score 30-50. A low score isn't bad—it's honest. You can't fix what you don't measure.Q: Will you spam me?
A: No. You'll get your score, your 17-page results guide, and 5 helpful emails over 8 days. You can unsubscribe anytime.Q: What happens after I take it?
A: You'll get your score + personalized report (PDF). We'll send you resources based on your gaps. If you want help, we'll tell you about our course and implementation services. No pressure.Q: I don't have a successor yet. Should I still take it?
A: Yes — probably more than anyone. The Scorecard measures whether your business could survive a transition, not whether you've planned one. Most founders who take it don't have a successor lined up. Knowing your readiness now means you have time to fix the gaps before you have to.Q: I'm thinking about selling, not passing the business down. Is the Scorecard relevant?
A: Absolutely. Buyers discount founder-dependent businesses by 50-70%. The same work that prepares a business for generational transition also prepares it for sale — at full value. The Scorecard measures both.