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Welcome to the Business Transition Readiness Survey

How Ready Are You?

Are you planning to transition the ownership of your business to someone else?  If you are, you will need to plan for this once-in-a-lifetime process in order to ensure that you achieve your goals and have enough money for the rest of your life.

This quick survey outlines:

  • Several important points for your consideration,
  • Your readiness for your transition, and
  • Steps you may take to improve your readiness and ensure your success

Most owners will only have one opportunity to "get it right" with their business ownership transition. Preparation is the key to achieving your goals and ensuring your financial independence.  

Why not do everything you can to guarantee your success?  This survey is one critical step you can take in the right direction!

Fill out this form to start your transition readiness survey.