Succession and sale-readiness checklist
Twelve questions for advice-firm owners preparing to step back, develop a successor or explore a future sale.
Use the checklistPractical tools
Good questions. Useful conversations.
Working checklists to help you reflect on your business, organise a team discussion and identify where a closer look may be useful. Use them on screen, download the questions or print a copy.
Working checklists
Where is work getting stuck?
Nine questions to help your team identify unclear handovers, repeated work and opportunities to improve capacity.
Use the checklistDoes every investment option have a clear purpose?
Nine questions to help you examine the structure, delivery and oversight of your firm's investment proposition.
Use the checklistAre you clear about the work after an acquisition?
Nine questions to help an acquiring firm identify integration decisions, dependencies and responsibilities before delivery begins.
Use the checklistHow to use these tools
A starting point for your thinking.
Mark each question as you consider it. Completion records your progress through the questions; it does not rate your business or confirm readiness. The checklists are available to use without registration.
Each checklist includes a branded worksheet with space for evidence, notes and next actions. Print it or save it as a PDF from your browser. Your online selections stay in the current page and are cleared when you reload it.
Your next step
Let’s start with what matters to your firm.
A specific decision, a challenge that keeps coming back, or simply a sense that something needs to change. Start with a conversation.