Broker Check

Business Owner Transition Readiness

Are you ready for a transition?

As a business owner who is thinking about a future transition, would you like to know your ‘Readiness’ today for a successful transfer?

Do you have ten (10) minutes to answer twenty (20) questions that will provide you with your ‘readiness’?

If you answered ‘yes’ to both of the questions above, then please click the link below and take the Business Exit Readiness Index™ (BERI™) Assessment.  When you are done answering the twenty (20) questions, a six (6) page, detailed BERI™ Owner’s Report will be sent to you via e-mail (NOTE, if you want this report to avoid workplace e-mails where others track and monitor your traffic, you may choose a personal e-mail address to receive your Report).

The answers to your twenty (20) short questions will only be shared with us if you select the box on the initial page.  All of your information will be kept confidential and will not be shared with anyone outside of our business.  And, if you want to continue the conversation, one of our Business Transition Consultants can make themselves available for a meeting to share an additional BERI ™ Exit Options Report that accompanies the Owner’s Report.

As advocates who help owners achieve successful exits, we wish you the best of luck and offer our experienced guidance when you are ready.

10 Minute Readiness Survey

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