ARCH Lab · Free assessment

Succession & Exit Readiness

Find out how prepared you, your successor and your business are for the handoff.

⏱ About 5 minutes20 questionsInstant results · works on your phone

Owner Goals ClarityYou know what you want from the exit, when, and why.
Successor PipelineA capable, willing successor is identified and being prepared.
Governance & AgreementsOwnership, decision rights and what-if scenarios are documented.
Knowledge & Relationship TransferCritical know-how and key relationships are moving beyond the owner.
Financial & Valuation ReadinessYou know what the business is worth and whether that meets your needs.
Personal ReadinessYou are emotionally and practically prepared for life after the business.

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Succession & Exit Readiness: questions

Rate each statement from 1 (strongly disagree) to 5 (strongly agree).

I have written down what I want my exit to look like, including a target timeframe.
I know whether I want to sell, pass the business to family, or transfer it to employees.
My spouse or partner and I agree on what we want from the business transition.
I have identified at least one specific person who could lead this business after me.
That person has told me they actually want the role.
My successor is already running meaningful parts of the business today.
I have a written development plan for my successor with milestones.
We have a current, signed buy-sell or ownership agreement.
There is a written plan for who runs the business if I am suddenly unable to.
Family members or partners have an agreed way to raise and settle disagreements about the business.
Our key customer and vendor relationships are held by the company, not just by me.
The things only I know about running this business are being written down or taught to others.
If I disappeared for a month, no critical knowledge would be lost.
I have had the business professionally valued in the past two years.
I know how much I need from the business to fund the life I want afterward.
Our financial records are clean enough to hand to a buyer or bank tomorrow.
I know which factors would raise the value of my business and am working on them.
I have a clear picture of how I will spend my time after I step back.
My identity and sense of purpose do not depend entirely on running this business.
I find it hard to imagine anyone else making the big decisions here.

Score it online at the machine-readable version.