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🧭 Successor Readiness Questionnaire™

For Family Business Transitions

Preparing for What’s Next – Your Role in the Family Business

Welcome to the Successor Readiness Questionnaire™ designed for you - as successor in your family's business.

This short confidential questionnaire takes about 10 - 15 minutes, and is part of the early discovery phase of our succession process - it helps us understand where you’re at, what you’re excited about, and where you might want support as the business evolves.

There are no right or wrong answers - this is just a chance to reflect and help us tailor support to you and your family. You don’t have to overthink your answers - just share what comes to mind.

Before you begin we ask that you take a few minutes to reflect on your goals, aspirations and future role in the business.

✅ Ready? - Let’s start with your preferred name so we can personalise the form as we go.

Please confirm your email address?

What name should we use for you in discussions?

Thanks - You will now be asked to complete the following five short sections:

1. Your Vision & Aspirations (10 questions) 2. Your Confidence & Capabilities (1 question) 3. Readiness & Support Needs (6 questions) 4. Transition Thoughts (3 questions) 5. Wrap-up (1 question) Click Next to continue