Are You Prepared to Transition Ownership?

  • After you complete the ownership transition self-assessment, click the Submit button and a copy of the assessment will be emailed to you
  • ExcellentGoodWe need to improve
  • Increased more than 15%Increased more than 5%, but less than 15%Increased less than 5% or decreased
  • OutstandingVery goodAverageNeed to improve
  • Strong competitorAverage competitorWeak competitor
  • ExcellentGoodNot sureNot good
  • NoNot sureYes
  • More than 3 years2 to 3 yearsOne yearLess than 1 year
  • Within the last yearMore than a year agoNever
  • Certified business valuation expertBusiness brokerMy tax accountantMy attorney
  • MoreClose to what I thoughtLess
  • YesNo Plan
  • StrongAdequateWeak
  • YesNo
  • YesNo
  • Very goodSome good – some not goodNot effective
  • Very goodNeed some improvementWeak
  • YesNo
  • A professional wealth manager helped me determine what I will needI think I know what I will needI don’t know what I will need
  • YesNo
  • YesNoNot sure
  • YesNo
  • YesNo
  • * Please complete all required fields