Do you have a formal plan for the transition of your business?

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.

To determine how fast you can get to where you want to go, you need to know where you are now. Our Business Exit Readiness IndexTM, Growth Planning IndexTMand Owner Dependence IndexTM can give you rapid and in-depth information about your current state as to the transition of your business.

Each Index involves 20-questions that can assist you in determining your strategy.

Please contact Thomas J. Emmerling, PhD, CFA, CVA at tjemmerling@dopkins.com for a confidential conversation about your results.

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.

>> Take the Business Exit Readiness Index™

 

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

>> Take the Growth Planning Index™

 

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.

>> Take the Owner Dependency Index™

Related Team

Albert A. Nigro

Partner

Gregory J. Urban

Partner

Thomas R. Emmerling

Managing Partner

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