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 over to the next generation?
70% of family businesses fail generational transition — not because there is no successor, but because everything lives in the founder's head. Here is how to get it out.
The Succession Scorecard tells you exactly where you stand. In 15 minutes, you will discover where you are strong, where you are exposed, and what to fix first.
When you retire — or worse — does your business thrive?
Your 15-minute diagnostic delivers
- 1Your Succession Readiness Score — a 0–100 number across five categories
- 2Your biggest gaps — pinpointed across the five critical areas where family businesses break
- 3Your 17-page Results Guide (PDF) — personalized to your score, delivered by email
- 4A 30-day action plan — the first moves that close your biggest gap
- 5Five-part expert email series — one principle at a time, actionable next steps
Your score across 5 critical categories
Systems & Processes
Are your operations documented or locked in your head? Can someone else recreate what you do?
Technology & Digitization
Do you have a CRM? Is it integrated with accounting? Or are you still on spreadsheets and sticky notes?
Financial Visibility
Can you generate a financial report in 2 minutes or 2 hours? Does your successor know the numbers?
Knowledge Transfer
Is your successor trained on key processes? Or would they be lost on Day 1 without you?
Operational Independence
Can your business run for 2 weeks without you? Or does it fall apart the moment you leave?
The number changes the conversation
I scored 38/100. Seeing that number was a wake-up call. Within 3 months, we documented our processes and integrated our CRM. We just re-scored at 82/100.Manufacturing Owner · $3M revenue
The Scorecard showed me our biggest gap was financial visibility. We didn't have real-time dashboards. Now we do. Game-changer.Distribution Owner · $5M revenue
I thought we were ready. We scored 45/100. Turns out, we had a LOT of work to do. The personalized report gave us a roadmap.Services Owner · $2M revenue
Honest answers
How long does it take?
15 minutes. 50 questions. Instant results.
Is it really free? What is the catch?
No catch. It is free. We built the Scorecard because most family business founders are flying blind — and a 50-question diagnostic should not cost anything. If your results show big gaps and you want help closing them, we will tell you about our course and implementation services. But there is no pressure — most people just take the Scorecard, get their score, and figure out their next step from there.
What if I score low?
Most businesses score 30–50. A low score is not bad — it is honest. You cannot fix what you do not measure.
Will you spam me?
No. You will get your score, your 17-page results guide, and 5 helpful emails over 10 days. You can unsubscribe anytime.
What happens after I take it?
You will get your score and personalized report (PDF). We will send you resources based on your gaps. If you want help, we will tell you about our course and implementation services. No pressure.
I do not have a successor yet. Should I still take it?
Yes — probably more than anyone. The Scorecard measures whether your business could survive a transition, not whether you have planned one. Most founders who take it do not have a successor lined up. Knowing your readiness score gives you time to fix the gaps before you have to.
I am thinking about selling, not passing the business down. Is the Scorecard relevant?
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.
Your business is worth 50–70% less because it is founder-dependent.
Buyers discount businesses where everything lives in the founder's head. The Scorecard shows you how to fix that — and unlock the hidden value.
Get my free Scorecard →