Succession Readiness Audit- 5 Minute Diagnostic

Know your transition gaps before you hand anything over

This simple, structured audit helps founders, executives, and institutional leaders assess readiness across authority, alignment, capability, and timing so you can design the handoff with clarity, not confusion.

What This Audit Reveals

  • Your succession rick score and what it signals

  • Where authority is clear or still assumed

  • Which transition gap matters most right now

  • A practical next step based on your results

Who This Is For

  • Founders and owner-operators preparing for transition

  • Senior executives and system stewards

  • Nonprofit, educational, and faith leaders

  • Leaders sensing it’s time for a next season but unsure how to hand off responsibly

How It Works

What Your Results Mean

Looking for Something Different

  • Download the 2-page PDF

  • Complete the diagnostic (5 minutes)

  • Review your readiness band + transition gap

  • Choose your next design move

If your score is 6–8 (High) or

you are still the “D” on all decisions →
Your handoff is structurally exposed.

Consider a Succession Readiness Session.

Need clarity within 14 days? →
Request a Decision Sprint Fit Check.

Advisor reviewing this with a client? →
Request the Succession Readiness Session with your client.

Need family alignment first?
https://go.inheritancetoincome.com/family-legacy-conversations12 Legacy-Building Conversations →

Inherited a home and decisions feel urgent?
12 Things Every Heir Must Know → https://go.inheritancetoincome.com/12-things-heirs-must-know

This is applied legacy education — not legal, tax, valuation, or governance counsel.

Your information is private and protected. We never share or sell your data

From Garrick Codrington Francis

Succession is rarely a paperwork problem.
It is an authority and alignment problem.

This audit helps you see where the real work begins.