Exit/Succession Assessment

Do you have a contingency plan for if something happens and you (the owner(s)) depart unexpectedly or become unable to complete work?

The succession plan has been reviewed and updated, as necessary, within the last 12 months.

The succession plan has identified potential replacements for each key position.

Does the business operate successfully when you are away?

Do all owners and directors have a clear, written, exit plan?

The succession plan includes grooming for each potential leader replacement.

Are there arrangements in place to avoid probate entanglement?