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The Succession Readiness Checklist
Most owners plan the deal and assume the handoff takes care of itself. It doesn't.
Succession isn't a plan you execute — it's a set of conditions you create, and a successor you let drive. See which conditions you've already got, and which aren't there yet.
Go dimension by dimension. Check a box only if it's genuinely true of you today — not what you intend, not "mostly." Leave it blank if it's "not yet." You'll see where your gaps cluster right away, and can get a personalized PDF.
Based on the book Give Them the Keys by Kent E. Frese, Ph.D.
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