Succession Planning Assessment™ (SPA™)

A web-based guided survey, assessment, and reporting solution that quantifies your client’s succession planning readiness and adds marketable services to your top line

Succession Planning Assessment™ (SPA™) Sample Report

63% Score

While many areas require improvement, you have the building blocks needed to begin succession planning. A significant amount of time and resources will be necessary to achieve Succession, but if you are willing to put in the effort and deal with the emotions, you can move forward confident you have a solid foundation for incurring the distraction, stress and cost of succession planning.

The Global Succession Planning Position (GSPP) is the comprehensive weighted average of your assessment responses. Your GSPP provides you an overall indication of your business' ability to withstand business challenges, achieve success, plan for succession and achieve your long-term vision.

GSPP: 63%

Rating: Succession Planning

Progress Scale

Customized, Precise and Instant Results

  • Create a custom assessment tailored to each business owner's unique situation.
  • Leverage a sophisticated scoring system for precise evaluation.
  • Enjoy flexible, instantaneous results available online.

Guided Discussion and Actionable Insights

  • Engage clients in meaningful dialogue with our guided discussion component.
  • Motivate clients, management, and strategic vendors to take proactive action.
  • Enjoy unparalleled control and flexibility in delivering results.

Comprehensive Deliverable

  • Provide educational and motivational insights to your clients.
  • Receive a detailed evaluation of critical factors affecting business succession.
  • Receive an automatically generated action agenda tailored to your client's needs.