Guide
Succession.
Whether you plan to sell, hand over or step back, the businesses that move on well start preparing years ahead.
Read
Succession planning: why five years out is not too early
Whether you plan to sell, pass the business on or wind it down, the decisions that shape the outcome are made years before the handover.
Read
Templates.
Fillable PDFs you can type into and save, or print and fill in by hand.
Succession readiness checklist
Tick off what is in place for selling, handing over or stepping back, and note what is next.
Organisational chart
Map who owns what, and list the jobs only you do today so you can hand them on.
One-page business plan
Your three-year direction, this year’s priorities, who owns each one and a quarterly check-in, on a single page.
Free · About 5 minutes
How healthy is your business, really?
Score your business across seven areas and get a personalised report with your top three priorities and a 90-day plan.