Measure Your Preparedness for a Business Transition

Fast checklist and clipboard task management.Business productivity checklist and filling survey form online

Do you have a formal plan for the transition of your privately held or family business?  No matter the timeframe – next year or ten years from now, the journey begins here.


Business Exit Readiness Index™ (BERI™)

As a business owner, what is your readiness to have a successful transfer?

There is no fee to take the BERI™ index and your answers are kept completely confidential.

Growth Planning Index™ (GPI™)

Are you thinking about growing your business to increase its value prior to an exit or are you ready for an immediate transfer?

There is no fee to take the GPI™ index and your answers are kept completely confidential

Owner Dependence Index™ (ODI™)

As a business owner, do you know how dependent your company is on you?

There is no fee to take the ODI™ index and your answers are kept completely confidential.

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