For founders / Succession readiness
Would the firm survive your absence?
Nine questions. Answer honestly. Every "no" is a discount a buyer will take and a risk your family carries. The readout comes by email, if you want it.
0 of 9 answered
Is there a named successor, with terms in writing?
Could your G2 finance a buyout at today’s valuation?
Do you have a signed, funded continuity agreement for death or disability?
Has a third party valued your firm in the last two years?
Does anyone besides you hold equity?
Are your top 20 client relationships shared with another advisor?
Is at least 90% of your revenue fee-based and recurring?
Does your family know what should happen to the firm?
If you stepped away for six months, would revenue hold?
The nine questions on one page.
Pin it to a corkboard. Hand it to your G2.
Download the checklist (PDF)