Free succession readiness check

How ready is your company for succession?

Ten clear questions provide an initial orientation in just a few minutes. Your answers remain entirely in your browser.

01Is there a realistic timeframe for the handover?
02Can day-to-day operations run for several weeks without the current owner?
03Are responsibilities, processes and decision paths documented?
04Is there a capable second level of leadership?
05Is business-critical knowledge secured and transferable?
06Is the profile required of a successor clearly defined?
07Have valuation, financing, tax and legal questions been addressed initially?
08Are family, owners and key people broadly aligned?
09Is there an emergency plan for an unexpected absence?
10Does the current owner have a clear personal vision for life after the handover?

This check offers an initial orientation and does not replace legal, tax or financial advice.

The second perspective

Is a situation still on your mind?

Share the context confidentially with Patrick Bernold. You will not receive a generic answer, but the questions that help move things forward.

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